QTJA vs QTOC

QTJA vs QTOC

Which is better, QTJA or QTOC?

Each has led over a different period.

QTJA led over 1Y, QTOC over 3Y and the full window. The two have moved almost in lockstep, correlation 0.95.

Lower Fees: TiedHigher Returns: split

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

MetricQTJAQTOC
Expense Ratio0.79%Tie0.79%Tie
AUM$25M$18M
Dividend Yield0.00%0.00%
Holdings1515
YTD Return+15.68%Best+14.65%
1Y Return+19.36%Best+18.47%
3Y Return (annualized)+18.18%+18.31%Best
5Y Return (annualized)-+9.42%
Volatility (annualized)16.9%16.6%Best
Max Drawdown-36.1%-33.4%Best
$10,000 over 4.8 years$13,366$14,826Best
Fund FamilyInnovator ETFs TrustInnovator ETFs Trust
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionDec 31, 2021Oct 1, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Jan 3, 2022 to Oct 14, 2026 (4.8 years).

QTJA vs QTOC 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 4.8 years both funds cover.

Compare QTJA against instead:QTJA vs SPYQTJA vs QQQQTJA vs VOOQTJA vs VTIQTOC against:QTOC vs VXUS

QTJA vs QTOC Performance

Innovator Growth Accelerated Plus ETF - January (QTJA) is an ETF from Innovator ETFs Trust and Innovator Growth Accelerated Plus ETF - October (QTOC) is an ETF from Innovator ETFs Trust. Over the past year QTJA returned +19.36% while QTOC returned +18.47%. Year to date, QTJA is up 15.68% versus a gain of 14.65% for QTOC.

Over three years, QTJA compounded at +18.18% per year against +18.31% for QTOC.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QTJA has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 16.6% for QTOC. 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 -36.1% for QTJA and -33.4% for QTOC. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

QTJA charges 0.79% per year while QTOC charges 0.79%. On a $10,000 position that is $79 vs $79 annually. On income, QTJA currently yields 0.00% against 0.00% for QTOC.

You are not choosing between two funds in isolation.

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

QTJAQTOC

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Frequently Asked Questions

Which is cheaper, QTJA or QTOC?

QTJA has an expense ratio of 0.79% while QTOC charges 0.79%. At the precision these are quoted to, they cost the same.

Which performed better, QTJA or QTOC?

Over the past year QTJA returned +19.36% vs +18.47% for QTOC, so QTJA leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QTJA or QTOC?

QTJA has been the more volatile fund at 16.9% annualized versus 16.6% for QTOC. Worst drawdown: QTJA -36.1% vs QTOC -33.4%.

Should I hold both QTJA and QTOC?

QTJA and QTOC have a monthly-return correlation of 0.95, 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, QTJA or QTOC?

QTJA yields 0.00% while QTOC yields 0.00%, so QTOC currently pays the higher dividend yield.

Is QTOC better than QTJA?

QTJA led over 1Y, QTOC over 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. Which one suits a particular account depends on what it is for. This is information, not a recommendation.