JULJ vs VOO
Innovator Premium Income 30 Barrier ETF - July vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | JULJ | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.03% | |
| AUM | $14M | $979.0B | |
| Dividend Yield | 4.46% | 1.09% | |
| Holdings | 6 | 509 | |
| YTD Return | +0.42% | +14.48% | |
| 1Y Return | +1.13% | +22.02% | |
| 3Y Return (annualized) | +4.53% | +21.80% | |
| 5Y Return (annualized) | - | +13.36% | |
| Volatility (annualized) | 1.8% | 14.2% | |
| Max Drawdown | -12.7% | -34.3% | |
| Fund Family | Innovator ETFs Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jul 3, 2023 | Sep 7, 2010 |
JULJ vs VOO Performance
Innovator Premium Income 30 Barrier ETF - July (JULJ) is a ETF from Innovator ETFs Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JULJ returned +1.13% while VOO returned +22.02%. Year to date, JULJ is up 0.42% versus a gain of 14.48% for VOO.
Over three years, JULJ compounded at +4.53% per year against +21.80% for VOO. Across the full 3-year window we track, VOO has the edge at +13.61% annualized vs +0.26%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 1.8% for JULJ. 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 -12.7% for JULJ and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JULJ charges 0.79% per year while VOO charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, JULJ currently yields 4.46% against 1.09% for VOO.
Frequently Asked Questions
Which is cheaper, JULJ or VOO?
JULJ has an expense ratio of 0.79% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, JULJ or VOO?
Over the past year JULJ returned +1.13% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), JULJ annualized +0.26% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, JULJ or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 1.8% for JULJ. Worst drawdown: JULJ -12.7% vs VOO -34.3%.
Should I hold both JULJ and VOO?
JULJ and VOO have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, JULJ or VOO?
JULJ yields 4.46% while VOO yields 1.09%, so JULJ currently pays the higher dividend yield.
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