PAUG vs XUSP

PAUG vs XUSP

Which is better, PAUG or XUSP?

XUSP has been ahead.

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

Lower Fees: TiedHigher Returns: XUSP

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

MetricPAUGXUSP
Expense Ratio0.79%Tie0.79%Tie
AUM$1.0B$52M
Dividend Yield0.00%0.00%
Holdings1828
YTD Return+8.89%+15.41%Best
1Y Return+11.31%+18.79%Best
3Y Return (annualized)+14.76%+26.52%Best
5Y Return (annualized)+9.93%-
Volatility (annualized)7.7%Best17.6%
Max Drawdown-10.4%Best-22.6%
$10,000 over 4.2 years$16,114$20,559Best
Fund FamilyInnovator ETFs TrustInnovator ETFs Trust
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionAug 1, 2019Aug 10, 2022

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Aug 11, 2022 to Oct 12, 2026 (4.2 years).

PAUG vs XUSP 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 4.2 years both funds cover.

Compare PAUG against instead:PAUG vs SPYPAUG vs QQQPAUG vs VOOPAUG vs VTIXUSP against:XUSP vs VXUS

PAUG vs XUSP Performance

Innovator US Equity Power Buffer ETF - August (PAUG) is an ETF from Innovator ETFs Trust and Innovator Uncapped Accelerated US Equity ETF (XUSP) is an ETF from Innovator ETFs Trust. Over the past year PAUG returned +11.31% while XUSP returned +18.79%. Year to date, PAUG is up 8.89% versus a gain of 15.41% for XUSP.

Over three years, PAUG compounded at +14.76% per year against +26.52% for XUSP. Across the full 4-year window we track, XUSP has the edge at +18.72% annualized vs +12.03%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XUSP has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 7.7% for PAUG. 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 -10.4% for PAUG and -22.6% for XUSP. 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

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

You are not choosing between two funds in isolation.

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

PAUGXUSP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PAUG or XUSP?

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

Which performed better, PAUG or XUSP?

Over the past year PAUG returned +11.31% vs +18.79% for XUSP, so XUSP leads on 1-year performance. Over the longest common window we track (4 years), PAUG annualized +12.03% vs +18.72% for XUSP. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PAUG or XUSP?

XUSP has been the more volatile fund at 17.6% annualized versus 7.7% for PAUG. Worst drawdown: PAUG -10.4% vs XUSP -22.6%.

Should I hold both PAUG and XUSP?

PAUG and XUSP 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, PAUG or XUSP?

PAUG yields 0.00% while XUSP yields 0.00%, so XUSP currently pays the higher dividend yield.

Is XUSP better than PAUG?

XUSP led over 1Y, 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.