XBJL vs ZJUL
Innovator US Equity Accelerated 9 Buffer ETF - July vs Innovator Equity Defined Protection ETF - 1 Yr July
Which is better, XBJL or ZJUL?
XBJL has been ahead.
XBJL led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.95.
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 | XBJL | ZJUL |
|---|---|---|
| Expense Ratio | 0.79%Tie | 0.79%Tie |
| AUM | $77M | $194M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 27 | 21 |
| YTD Return | +7.79%Best | +4.45% |
| 1Y Return | +10.49%Best | +5.64% |
| 3Y Return (annualized) | +12.68% | - |
| 5Y Return (annualized) | +9.50% | - |
| Volatility (annualized) | 4.8% | 3.3%Best |
| Max Drawdown | -11.7% | -5.5%Best |
| $10,000 over 2.3 years | $12,758Best | $11,691 |
| Fund Family | Innovator ETFs Trust | Innovator ETFs Trust |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Jun 30, 2021 | Jul 1, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jul 1, 2024 to Oct 14, 2026 (2.3 years).
XBJL vs ZJUL 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 2.3 years both funds cover.
XBJL vs ZJUL Performance
Innovator US Equity Accelerated 9 Buffer ETF - July (XBJL) is an ETF from Innovator ETFs Trust and Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) is an ETF from Innovator ETFs Trust. Over the past year XBJL returned +10.49% while ZJUL returned +5.64%. Year to date, XBJL is up 7.79% versus a gain of 4.45% for ZJUL.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XBJL has been the more volatile fund, with annualized monthly volatility of 4.8% compared with 3.3% for ZJUL. 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 -11.7% for XBJL and -5.5% for ZJUL. 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
XBJL charges 0.79% per year while ZJUL charges 0.79%. On a $10,000 position that is $79 vs $79 annually. On income, XBJL currently yields 0.00% against 0.00% for ZJUL.
Holdings Overlap
We hold position weights for 1 holding in XBJL and 1 in ZJUL, totalling 98.5% and 100.1% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.
1 positions in common, counted across the 1 positions we hold weights for in XBJL and 1 in ZJUL, against full books of 27 and 21.
Top Shared Holdings
| Stock | Weight in XBJL | Weight in ZJUL | Difference |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | 98.50% | 100.07% | 1.57% |
You are not choosing between two funds in isolation.
Whichever of XBJL and ZJUL 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, XBJL or ZJUL?
XBJL has an expense ratio of 0.79% while ZJUL charges 0.79%. At the precision these are quoted to, they cost the same.
Which performed better, XBJL or ZJUL?
Over the past year XBJL returned +10.49% vs +5.64% for ZJUL, so XBJL leads on 1-year performance. Over the longest common window we track (2 years), XBJL annualized +11.17% vs +7.03% for ZJUL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, XBJL or ZJUL?
XBJL has been the more volatile fund at 4.8% annualized versus 3.3% for ZJUL. Worst drawdown: XBJL -11.7% vs ZJUL -5.5%.
Should I hold both XBJL and ZJUL?
XBJL and ZJUL 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, XBJL or ZJUL?
XBJL yields 0.00% while ZJUL yields 0.00%, so ZJUL currently pays the higher dividend yield.
Is ZJUL better than XBJL?
XBJL led over 1Y 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.