PJUN vs XUSP

PJUN vs XUSP

Which is better, PJUN or XUSP?

XUSP has been ahead.

XUSP led over 1Y, 3Y and the full window.

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

MetricPJUNXUSP
Expense Ratio0.79%Tie0.79%Tie
AUM$878M$52M
Dividend Yield0.00%0.00%
Holdings1828
YTD Return+6.20%+15.41%Best
1Y Return+8.40%+18.79%Best
3Y Return (annualized)+12.04%+25.98%Best
5Y Return (annualized)+7.26%-
Volatility (annualized)6.8%Best17.6%
Max Drawdown-10.1%Best-22.6%
$10,000 over 4.2 years$14,456$20,544Best
Fund FamilyInnovator ETFs TrustInnovator ETFs Trust
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionMay 31, 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 13, 2026 (4.2 years).

PJUN 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 PJUN against instead:PJUN vs SPYPJUN vs QQQPJUN vs VOOPJUN vs VTIXUSP against:XUSP vs VXUS

PJUN vs XUSP Performance

Innovator US Equity Power Buffer ETF - June (PJUN) 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 PJUN returned +8.40% while XUSP returned +18.79%. Year to date, PJUN is up 6.20% versus a gain of 15.41% for XUSP.

Over three years, PJUN compounded at +12.04% per year against +25.98% for XUSP. Across the full 4-year window we track, XUSP has the edge at +18.70% annualized vs +9.17%.

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 6.8% for PJUN. 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 -10.1% for PJUN 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

PJUN charges 0.79% per year while XUSP 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 XUSP.

You are not choosing between two funds in isolation.

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

PJUNXUSP

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Frequently Asked Questions

Which is cheaper, PJUN or XUSP?

PJUN 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, PJUN or XUSP?

Over the past year PJUN returned +8.40% vs +18.79% for XUSP, so XUSP leads on 1-year performance. Over the longest common window we track (4 years), PJUN annualized +9.17% vs +18.70% for XUSP. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PJUN or XUSP?

XUSP has been the more volatile fund at 17.6% annualized versus 6.8% for PJUN. Worst drawdown: PJUN -10.1% vs XUSP -22.6%.

Should I hold both PJUN and XUSP?

PJUN and XUSP have a monthly-return correlation of 0.87, 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 XUSP?

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

Is XUSP better than PJUN?

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