PBOC vs ZJUN

PBOC vs ZJUN

Which is better, PBOC or ZJUN?

PBOC has been ahead.

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

Lower Fees: PBOCHigher Returns: PBOC

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

MetricPBOCZJUN
Expense Ratio0.50%Best0.79%
AUM$62M$153M
Dividend Yield0.00%0.00%
Holdings1421
YTD Return+8.34%Best+3.53%
1Y Return+10.72%Best+4.82%
Volatility (annualized)4.2%1.4%Best
Max Drawdown-3.6%-1.1%Best
$10,000 over 1.4 years$11,762Best$10,787
Fund FamilyPGIM InvestmentsInnovator ETFs Trust
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionMay 16, 2024Jun 2, 2025

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Jun 2, 2025 to Oct 14, 2026 (1.4 years).

PBOC vs ZJUN 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 1.4 years both funds cover.

Compare PBOC against instead:PBOC vs SPYPBOC vs QQQPBOC vs VOOPBOC vs VTIZJUN against:ZJUN vs VXUS

PBOC vs ZJUN Performance

PGIM S&P 500 Buffer 20 ETF - October (PBOC) is an ETF from PGIM Investments and Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) is an ETF from Innovator ETFs Trust. Over the past year PBOC returned +10.72% while ZJUN returned +4.82%. Year to date, PBOC is up 8.34% versus a gain of 3.53% for ZJUN.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PBOC has been the more volatile fund, with annualized monthly volatility of 4.2% compared with 1.4% for ZJUN. 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 -3.6% for PBOC and -1.1% for ZJUN. 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

PBOC charges 0.50% per year while ZJUN charges 0.79%. On a $10,000 position that is $50 vs $79 annually, a gap of $29 per year that compounds over a long holding period. On income, PBOC currently yields 0.00% against 0.00% for ZJUN.

You are not choosing between two funds in isolation.

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

PBOCZJUN

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Frequently Asked Questions

Which is cheaper, PBOC or ZJUN?

PBOC has an expense ratio of 0.50% while ZJUN charges 0.79%. PBOC is the cheaper option, by $29 a year on a $10,000 investment.

Which performed better, PBOC or ZJUN?

Over the past year PBOC returned +10.72% vs +4.82% for ZJUN, so PBOC leads on 1-year performance. Over the longest common window we track (1 years), PBOC annualized +12.29% vs +5.56% for ZJUN. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PBOC or ZJUN?

PBOC has been the more volatile fund at 4.2% annualized versus 1.4% for ZJUN. Worst drawdown: PBOC -3.6% vs ZJUN -1.1%.

Should I hold both PBOC and ZJUN?

PBOC and ZJUN 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, PBOC or ZJUN?

PBOC yields 0.00% while ZJUN yields 0.00%, so ZJUN currently pays the higher dividend yield.

Is ZJUN better than PBOC?

PBOC has a lower expense ratio. PBOC 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.