UFEB vs XBJL
Innovator US Equity Ultra Buffer ETF - February vs Innovator US Equity Accelerated 9 Buffer ETF - July
Which is better, UFEB or XBJL?
Each has led over a different period.
UFEB led over 1Y and 3Y, XBJL over 5Y and the full window.
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
| Metric | UFEB | XBJL |
|---|---|---|
| Expense Ratio | 0.79%Tie | 0.79%Tie |
| AUM | $162M | $75M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 12 | 18 |
| YTD Return | +8.00%Best | +7.53% |
| 1Y Return | +9.79%Best | +8.98% |
| 3Y Return (annualized) | +12.18%Best | +12.12% |
| 5Y Return (annualized) | +7.36% | +9.04%Best |
| Volatility (annualized) | 6.2%Best | 7.9% |
| Max Drawdown | -9.0%Best | -11.8% |
| $10,000 over 5 years | $14,263 | $15,414Best |
| Fund Family | Innovator ETFs Trust | Innovator ETFs Trust |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Jan 31, 2020 | Jun 30, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 1, 2021 to Nov 11, 2026 (5.4 years).
UFEB vs XBJL 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 5.4 years both funds cover.
UFEB vs XBJL Performance
Innovator US Equity Ultra Buffer ETF - February (UFEB) is an ETF from Innovator ETFs Trust and Innovator US Equity Accelerated 9 Buffer ETF - July (XBJL) is an ETF from Innovator ETFs Trust. Over the past year UFEB returned +9.79% while XBJL returned +8.98%. Year to date, UFEB is up 8.00% versus a gain of 7.53% for XBJL.
Over three years, UFEB compounded at +12.18% per year against +12.12% for XBJL; over five years the annualized figures are +7.36% and +9.04% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XBJL has been the more volatile fund, with annualized monthly volatility of 7.9% compared with 6.2% for UFEB. 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 -9.0% for UFEB and -11.8% for XBJL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
UFEB charges 0.79% per year while XBJL charges 0.79%. On a $10,000 position that is $79 vs $79 annually. On income, UFEB currently yields 0.00% against 0.00% for XBJL.
You are not choosing between two funds in isolation.
Whichever of UFEB and XBJL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, UFEB or XBJL?
UFEB has an expense ratio of 0.79% while XBJL charges 0.79%. At the precision these are quoted to, they cost the same.
Which performed better, UFEB or XBJL?
Over the past year UFEB returned +9.79% vs +8.98% for XBJL, so UFEB leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, UFEB or XBJL?
XBJL has been the more volatile fund at 7.9% annualized versus 6.2% for UFEB. Worst drawdown: UFEB -9.0% vs XBJL -11.8%.
Should I hold both UFEB and XBJL?
UFEB and XBJL have a monthly-return correlation of 0.82, 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, UFEB or XBJL?
UFEB yields 0.00% while XBJL yields 0.00%, so XBJL currently pays the higher dividend yield.
Is XBJL better than UFEB?
UFEB led over 1Y and 3Y, XBJL over 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.