POCT vs XBJA

POCT vs XBJA

Which is better, POCT or XBJA?

Each has led over a different period.

POCT led over 3Y and the full window, XBJA over 1Y.

Lower Fees: TiedHigher Returns: split

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

MetricPOCTXBJA
Expense Ratio0.79%Tie0.79%Tie
AUM$1.1B$92M
Dividend Yield0.00%0.00%
Holdings1,01514
YTD Return+9.29%+9.44%Best
1Y Return+10.32%+10.72%Best
3Y Return (annualized)+11.44%Best+11.33%
5Y Return (annualized)+9.72%-
Volatility (annualized)6.6%Best9.8%
Max Drawdown-10.2%Best-17.4%
$10,000 over 4.9 years$15,775Best$14,156
Fund FamilyInnovator ETFs TrustInnovator ETFs Trust
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionSep 28, 2018Dec 31, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.9 years row, are measured over the window both funds cover: Jan 3, 2022 to Nov 11, 2026 (4.9 years).

POCT vs XBJA 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 4.9 years both funds cover.

Compare POCT against instead:POCT vs SPYPOCT vs QQQPOCT vs VOOPOCT vs VTIXBJA against:XBJA vs VXUS

POCT vs XBJA Performance

Innovator US Equity Power Buffer ETF - October (POCT) is an ETF from Innovator ETFs Trust and Innovator US Equity Accelerated 9 Buffer ETF - January (XBJA) is an ETF from Innovator ETFs Trust. Over the past year POCT returned +10.32% while XBJA returned +10.72%. Year to date, POCT is up 9.29% versus a gain of 9.44% for XBJA.

Over three years, POCT compounded at +11.44% per year against +11.33% for XBJA.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XBJA has been the more volatile fund, with annualized monthly volatility of 9.8% compared with 6.6% for POCT. 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 -10.2% for POCT and -17.4% for XBJA. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

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

You are not choosing between two funds in isolation.

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

POCTXBJA

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Frequently Asked Questions

Which is cheaper, POCT or XBJA?

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

Which performed better, POCT or XBJA?

Over the past year POCT returned +10.32% vs +10.72% for XBJA, so XBJA leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, POCT or XBJA?

XBJA has been the more volatile fund at 9.8% annualized versus 6.6% for POCT. Worst drawdown: POCT -10.2% vs XBJA -17.4%.

Should I hold both POCT and XBJA?

POCT and XBJA have a monthly-return correlation of 0.89, 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, POCT or XBJA?

POCT yields 0.00% while XBJA yields 0.00%, so XBJA currently pays the higher dividend yield.

Is XBJA better than POCT?

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