PFEB vs TJUL
Innovator US Equity Power Buffer ETF - February vs Innovator Equity Defined Protection ETF - 2 Yr to July 2027
Which is better, PFEB or TJUL?
PFEB has been ahead.
PFEB led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91.
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
| Metric | PFEB | TJUL |
|---|---|---|
| Expense Ratio | 0.79%Tie | 0.79%Tie |
| AUM | $896M | $115M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 18 | 15 |
| YTD Return | +8.65%Best | +3.68% |
| 1Y Return | +12.00%Best | +4.83% |
| 3Y Return (annualized) | +12.79%Best | +7.68% |
| 5Y Return (annualized) | +8.98% | - |
| Volatility (annualized) | 6.3% | 3.4%Best |
| Max Drawdown | -10.6% | -4.6%Best |
| $10,000 over 3.2 years | $14,167Best | $12,299 |
| Fund Family | Innovator ETFs Trust | Innovator ETFs Trust |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Jan 31, 2020 | Jul 18, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jul 18, 2023 to Oct 14, 2026 (3.2 years).
PFEB vs TJUL 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 3.2 years both funds cover.
PFEB vs TJUL Performance
Innovator US Equity Power Buffer ETF - February (PFEB) is an ETF from Innovator ETFs Trust and Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) is an ETF from Innovator ETFs Trust. Over the past year PFEB returned +12.00% while TJUL returned +4.83%. Year to date, PFEB is up 8.65% versus a gain of 3.68% for TJUL.
Over three years, PFEB compounded at +12.79% per year against +7.68% for TJUL.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PFEB has been the more volatile fund, with annualized monthly volatility of 6.3% compared with 3.4% for TJUL. 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 -10.6% for PFEB and -4.6% for TJUL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
PFEB charges 0.79% per year while TJUL charges 0.79%. On a $10,000 position that is $79 vs $79 annually. On income, PFEB currently yields 0.00% against 0.00% for TJUL.
You are not choosing between two funds in isolation.
Whichever of PFEB and TJUL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, PFEB or TJUL?
PFEB has an expense ratio of 0.79% while TJUL charges 0.79%. At the precision these are quoted to, they cost the same.
Which performed better, PFEB or TJUL?
Over the past year PFEB returned +12.00% vs +4.83% for TJUL, so PFEB leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PFEB or TJUL?
PFEB has been the more volatile fund at 6.3% annualized versus 3.4% for TJUL. Worst drawdown: PFEB -10.6% vs TJUL -4.6%.
Should I hold both PFEB and TJUL?
PFEB and TJUL have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, PFEB or TJUL?
PFEB yields 0.00% while TJUL yields 0.00%, so TJUL currently pays the higher dividend yield.
Is TJUL better than PFEB?
PFEB led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.