PJAN vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricPJANVOOWinner
Expense Ratio0.79%0.03%
AUM$1.4B$979.0B
Dividend Yield0.00%1.09%
Holdings6509
YTD Return+7.34%+13.72%
1Y Return+12.21%+21.63%
3Y Return (annualized)+12.56%+21.55%
5Y Return (annualized)+9.02%+13.26%
Volatility (annualized)8.4%14.1%
Max Drawdown-21.3%-34.3%
Fund FamilyInnovator ETFs TrustVanguard (US)
CategoryAlternativeEquity
InceptionDec 31, 2018Sep 7, 2010

PJAN vs VOO Performance

Innovator US Equity Power Buffer ETF - January (PJAN) is a ETF from Innovator ETFs Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year PJAN returned +12.21% while VOO returned +21.63%. Year to date, PJAN is up 7.34% versus a gain of 13.72% for VOO.

Over three years, PJAN compounded at +12.56% per year against +21.55% for VOO; over five years the annualized figures are +9.02% and +13.26% respectively. Across the full 8-year window we track, VOO has the edge at +13.56% annualized vs +9.50%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 8.4% for PJAN. 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 -21.3% for PJAN 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

PJAN 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, PJAN currently yields 0.00% against 1.09% for VOO.

Frequently Asked Questions

Which is cheaper, PJAN or VOO?

PJAN 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, PJAN or VOO?

Over the past year PJAN returned +12.21% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (8 years), PJAN annualized +9.50% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, PJAN or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 8.4% for PJAN. Worst drawdown: PJAN -21.3% vs VOO -34.3%.

Should I hold both PJAN and VOO?

PJAN and VOO have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

Which pays a higher dividend, PJAN or VOO?

PJAN yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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