PJUL vs TSLY

PJUL vs TSLY

Which is better, PJUL or TSLY?

PJUL has been ahead.

PJUL has a lower expense ratio. PJUL led over 1Y, 3Y and the full window.

Lower Fees: PJULHigher Returns: PJUL

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

MetricPJULTSLY
Expense Ratio0.79%Best1.07%
AUM$1.3B$677M
Dividend Yield0.00%99.27%
Holdings1834
YTD Return+7.49%Best-12.87%
1Y Return+9.97%Best-9.45%
3Y Return (annualized)+13.56%Best+6.07%
5Y Return (annualized)+10.66%-
Volatility (annualized)7.1%Best45.6%
Max Drawdown-10.7%Best-49.5%
$10,000 over 3.9 years$16,263Best$13,603
Fund FamilyInnovator ETFs TrustYieldMax ETF
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionAug 7, 2018Nov 22, 2022

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Nov 23, 2022 to Oct 14, 2026 (3.9 years).

PJUL vs TSLY 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 3.9 years both funds cover.

Compare PJUL against instead:PJUL vs SPYPJUL vs QQQPJUL vs VOOPJUL vs VTITSLY against:TSLY vs VXUS

PJUL vs TSLY Performance

Innovator US Equity Power Buffer ETF - July (PJUL) is an ETF from Innovator ETFs Trust and YieldMax TSLA Option Income Strategy ETF (TSLY) is an ETF from YieldMax ETF. Over the past year PJUL returned +9.97% while TSLY returned -9.45%. Year to date, PJUL is up 7.49% versus a loss of 12.87% for TSLY.

Over three years, PJUL compounded at +13.56% per year against +6.07% for TSLY. Across the full 4-year window we track, PJUL has the edge at +13.28% annualized vs +8.21%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TSLY has been the more volatile fund, with annualized monthly volatility of 45.6% compared with 7.1% for PJUL. 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 -10.7% for PJUL and -49.5% for TSLY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.43. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PJUL charges 0.79% per year while TSLY charges 1.07%. On a $10,000 position that is $79 vs $107 annually, a gap of $28 per year that compounds over a long holding period. On income, PJUL currently yields 0.00% against 99.27% for TSLY.

You are not choosing between two funds in isolation.

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

PJULTSLY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PJUL or TSLY?

PJUL has an expense ratio of 0.79% while TSLY charges 1.07%. PJUL is the cheaper option, by $28 a year on a $10,000 investment.

Which performed better, PJUL or TSLY?

Over the past year PJUL returned +9.97% vs -9.45% for TSLY, so PJUL leads on 1-year performance. Over the longest common window we track (4 years), PJUL annualized +13.28% vs +8.21% for TSLY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PJUL or TSLY?

TSLY has been the more volatile fund at 45.6% annualized versus 7.1% for PJUL. Worst drawdown: PJUL -10.7% vs TSLY -49.5%.

Should I hold both PJUL and TSLY?

PJUL and TSLY have a monthly-return correlation of 0.43, 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, PJUL or TSLY?

PJUL yields 0.00% while TSLY yields 99.27%, so TSLY currently pays the higher dividend yield.

Is TSLY better than PJUL?

PJUL has a lower expense ratio. PJUL led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.