PJUN vs WDTE

PJUN vs WDTE

Which is better, PJUN or WDTE?

WDTE has been ahead.

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

Lower Fees: PJUNHigher Returns: WDTE

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

MetricPJUNWDTE
Expense Ratio0.79%Best1.03%
AUM$888M$73M
Dividend Yield0.00%32.78%
Holdings1810
YTD Return+5.53%+13.58%Best
1Y Return+7.82%+16.98%Best
3Y Return (annualized)+11.79%+14.59%Best
5Y Return (annualized)+7.00%-
Volatility (annualized)5.5%Best10.2%
Max Drawdown-10.1%Best-15.8%
$10,000 over 3.1 years$13,936$15,076Best
Fund FamilyInnovator ETFs TrustDefiance ETFs, LLC
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionMay 31, 2019Sep 18, 2023

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Sep 19, 2023 to Oct 14, 2026 (3.1 years).

PJUN vs WDTE 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 3.1 years both funds cover.

Compare PJUN against instead:PJUN vs SPYPJUN vs QQQPJUN vs VOOPJUN vs VTIWDTE against:WDTE vs VXUS

PJUN vs WDTE Performance

Innovator US Equity Power Buffer ETF - June (PJUN) is an ETF from Innovator ETFs Trust and Defiance S&P 500 Weekly Distribution ETF (WDTE) is an ETF from Defiance ETFs, LLC. Over the past year PJUN returned +7.82% while WDTE returned +16.98%. Year to date, PJUN is up 5.53% versus a gain of 13.58% for WDTE.

Over three years, PJUN compounded at +11.79% per year against +14.59% for WDTE.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WDTE has been the more volatile fund, with annualized monthly volatility of 10.2% compared with 5.5% for PJUN. 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 -10.1% for PJUN and -15.8% for WDTE. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PJUN charges 0.79% per year while WDTE charges 1.03%. On a $10,000 position that is $79 vs $103 annually, a gap of $24 per year that compounds over a long holding period. On income, PJUN currently yields 0.00% against 32.78% for WDTE.

You are not choosing between two funds in isolation.

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

PJUNWDTE

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Frequently Asked Questions

Which is cheaper, PJUN or WDTE?

PJUN has an expense ratio of 0.79% while WDTE charges 1.03%. PJUN is the cheaper option, by $24 a year on a $10,000 investment.

Which performed better, PJUN or WDTE?

Over the past year PJUN returned +7.82% vs +16.98% for WDTE, so WDTE leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PJUN or WDTE?

WDTE has been the more volatile fund at 10.2% annualized versus 5.5% for PJUN. Worst drawdown: PJUN -10.1% vs WDTE -15.8%.

Should I hold both PJUN and WDTE?

PJUN and WDTE have a monthly-return correlation of 0.81, 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, PJUN or WDTE?

PJUN yields 0.00% while WDTE yields 32.78%, so WDTE currently pays the higher dividend yield.

Is WDTE better than PJUN?

PJUN has a lower expense ratio. WDTE 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.