PJUN vs UJAN

PJUN vs UJAN

Which is better, PJUN or UJAN?

UJAN has been ahead.

UJAN led over 1Y, 3Y, 5Y and the full window.

Lower Fees: TiedHigher Returns: UJAN

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

MetricPJUNUJAN
Expense Ratio0.79%Tie0.79%Tie
AUM$888M$252M
Dividend Yield0.00%0.00%
Holdings1818
YTD Return+5.73%+7.85%Best
1Y Return+7.99%+11.06%Best
3Y Return (annualized)+11.85%+12.27%Best
5Y Return (annualized)+7.01%+8.28%Best
Volatility (annualized)7.7%6.2%Best
Max Drawdown-16.3%-13.7%Best
$10,000 over 5 years$14,032$14,885Best
Fund FamilyInnovator ETFs TrustInnovator ETFs Trust
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionMay 31, 2019Dec 31, 2018

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 3, 2019 to Oct 15, 2026 (7.4 years).

PJUN vs UJAN 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 7.4 years both funds cover.

Compare PJUN against instead:PJUN vs SPYPJUN vs QQQPJUN vs VOOPJUN vs VTIUJAN against:UJAN vs VXUS

PJUN vs UJAN Performance

Innovator US Equity Power Buffer ETF - June (PJUN) is an ETF from Innovator ETFs Trust and Innovator US Equity Ultra Buffer ETF - January (UJAN) is an ETF from Innovator ETFs Trust. Over the past year PJUN returned +7.99% while UJAN returned +11.06%. Year to date, PJUN is up 5.73% versus a gain of 7.85% for UJAN.

Over three years, PJUN compounded at +11.85% per year against +12.27% for UJAN; over five years the annualized figures are +7.01% and +8.28% respectively. Across the full 7-year window we track, UJAN has the edge at +8.03% annualized vs +7.84%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PJUN has been the more volatile fund, with annualized monthly volatility of 7.7% compared with 6.2% for UJAN. 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 -16.3% for PJUN and -13.7% for UJAN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

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

You are not choosing between two funds in isolation.

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

PJUNUJAN

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Frequently Asked Questions

Which is cheaper, PJUN or UJAN?

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

Which performed better, PJUN or UJAN?

Over the past year PJUN returned +7.99% vs +11.06% for UJAN, so UJAN leads on 1-year performance. Over the longest common window we track (7 years), PJUN annualized +7.84% vs +8.03% for UJAN. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PJUN or UJAN?

PJUN has been the more volatile fund at 7.7% annualized versus 6.2% for UJAN. Worst drawdown: PJUN -16.3% vs UJAN -13.7%.

Should I hold both PJUN and UJAN?

PJUN and UJAN have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, PJUN or UJAN?

PJUN yields 0.00% while UJAN yields 0.00%, so UJAN currently pays the higher dividend yield.

Is UJAN better than PJUN?

UJAN led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.