ONEZ vs UJAN

ONEZ vs UJAN

Which is better, ONEZ or UJAN?

UJAN has been ahead.

UJAN has a lower expense ratio. UJAN led over 1Y and the full window.

Lower Fees: UJANHigher Returns: UJAN

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricONEZUJAN
Expense Ratio0.96%0.79%Best
AUM$356M$252M
Dividend Yield3.63%0.00%
Holdings3218
YTD Return+7.97%Best+7.66%
1Y Return+6.09%+11.00%Best
3Y Return (annualized)-+12.22%
5Y Return (annualized)-+8.29%
Volatility (annualized)9.4%5.8%Best
Max Drawdown-13.2%-9.0%Best
$10,000 over 1.7 years$11,314$11,819Best
Fund FamilyTrueSharesInnovator ETFs Trust
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionJan 27, 2025Dec 31, 2018

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 27, 2025 to Oct 14, 2026 (1.7 years).

ONEZ vs UJAN growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.7 years both funds cover.

Compare ONEZ against instead:ONEZ vs SPYONEZ vs QQQONEZ vs VOOONEZ vs VTIUJAN against:UJAN vs VXUS

ONEZ vs UJAN Performance

TrueShares Seasonality Laddered Buffered ETF (ONEZ) is an ETF from TrueShares and Innovator US Equity Ultra Buffer ETF - January (UJAN) is an ETF from Innovator ETFs Trust. Over the past year ONEZ returned +6.09% while UJAN returned +11.00%. Year to date, ONEZ is up 7.97% versus a gain of 7.66% for UJAN.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ONEZ has been the more volatile fund, with annualized monthly volatility of 9.4% compared with 5.8% for UJAN. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -13.2% for ONEZ and -9.0% for UJAN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ONEZ charges 0.96% per year while UJAN charges 0.79%. On a $10,000 position that is $96 vs $79 annually, a gap of $17 per year that compounds over a long holding period. On income, ONEZ currently yields 3.63% against 0.00% for UJAN.

You are not choosing between two funds in isolation.

Whichever of ONEZ and UJAN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ONEZUJAN

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Frequently Asked Questions

Which is cheaper, ONEZ or UJAN?

ONEZ has an expense ratio of 0.96% while UJAN charges 0.79%. UJAN is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, ONEZ or UJAN?

Over the past year ONEZ returned +6.09% vs +11.00% for UJAN, so UJAN leads on 1-year performance. Over the longest common window we track (2 years), ONEZ annualized +7.53% vs +10.33% for UJAN. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ONEZ or UJAN?

ONEZ has been the more volatile fund at 9.4% annualized versus 5.8% for UJAN. Worst drawdown: ONEZ -13.2% vs UJAN -9.0%.

Should I hold both ONEZ and UJAN?

ONEZ and UJAN have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ONEZ or UJAN?

ONEZ yields 3.63% while UJAN yields 0.00%, so ONEZ currently pays the higher dividend yield.

Is UJAN better than ONEZ?

UJAN has a lower expense ratio. UJAN led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.