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APRD vs. JULT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

APRD vs. JULT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Innovator Premium Income 10 Barrier ETF - April (APRD) and AllianzIM U.S. Large Cap Buffer10 Jul ETF (JULT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


APRD

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

JULT

1D
0.07%
1M
1.61%
YTD
5.97%
6M
6.70%
1Y
18.33%
3Y*
16.19%
5Y*
11.37%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

APRD vs. JULT - Yearly Performance Comparison


APRD vs. JULT - Sectors Allocation Comparison


Sectors
APRD
JULT

Technology

32.0%
36.2%

Financial Services

13.7%
11.9%

Consumer Cyclical

11.6%
10.1%

Healthcare

10.5%
8.4%

Communication Services

9.9%
10.9%

Industrials

7.4%
8.1%

Consumer Defensive

5.5%
4.9%

Energy

3.2%
3.5%

Utilities

2.5%
2.3%

Real Estate

2.1%
1.9%

Basic Materials

1.7%
1.8%

Technology

APRD
32.0%
JULT
36.2%

Financial Services

APRD
13.7%
JULT
11.9%

Consumer Cyclical

APRD
11.6%
JULT
10.1%

Healthcare

APRD
10.5%
JULT
8.4%

Communication Services

APRD
9.9%
JULT
10.9%

Industrials

APRD
7.4%
JULT
8.1%

Consumer Defensive

APRD
5.5%
JULT
4.9%

Energy

APRD
3.2%
JULT
3.5%

Utilities

APRD
2.5%
JULT
2.3%

Real Estate

APRD
2.1%
JULT
1.9%

Basic Materials

APRD
1.7%
JULT
1.8%

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Return for Risk

APRD vs. JULT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

APRD

JULT
JULT Risk / Return Rank: 8282
Overall Rank
JULT Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
JULT Sortino Ratio Rank: 8484
Sortino Ratio Rank
JULT Omega Ratio Rank: 8787
Omega Ratio Rank
JULT Calmar Ratio Rank: 7272
Calmar Ratio Rank
JULT Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

APRD vs. JULT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Innovator Premium Income 10 Barrier ETF - April (APRD) and AllianzIM U.S. Large Cap Buffer10 Jul ETF (JULT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

APRD vs. JULT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


APRDJULTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.04

Sharpe Ratio (All Time)

Calculated using the full available price history

1.16

Drawdowns

APRD vs. JULT - Drawdown Comparison

The maximum APRD drawdown since its inception was 0.00%, smaller than the maximum JULT drawdown of -13.57%. Use the drawdown chart below to compare losses from any high point for APRD and JULT.


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Drawdown Indicators


APRDJULTDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-13.57%

+13.57%

Max Drawdown (1Y)

Largest decline over 1 year

-5.22%

Max Drawdown (3Y)

Largest decline over 3 years

-13.57%

Max Drawdown (5Y)

Largest decline over 5 years

-13.57%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

0.00%

-1.77%

+1.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.97%

Volatility

APRD vs. JULT - Volatility Comparison


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Volatility by Period


APRDJULTDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.59%

Volatility (6M)

Calculated over the trailing 6-month period

5.25%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

7.23%

-7.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

11.00%

-11.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

10.48%

-10.48%

APRD vs. JULT - Expense Ratio Comparison

APRD has a 0.79% expense ratio, which is higher than JULT's 0.74% expense ratio.


Dividends

APRD vs. JULT - Dividend Comparison

Neither APRD nor JULT has paid dividends to shareholders.


PositionTTM202520242023202220212020
APRD
Innovator Premium Income 10 Barrier ETF - April
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
JULT
AllianzIM U.S. Large Cap Buffer10 Jul ETF
0.00%0.00%0.00%0.00%0.00%0.00%3.86%

Frequently Asked Questions


On fees, JULT is cheaper at 0.74% per year. The better choice depends on whether you care most about return, fees, risk, or income.

JULT is cheaper with a 0.74% expense ratio, compared with 0.79% for APRD.

APRD and JULT have nearly identical dividend yields, around 0.00%.

They also come from different issuers: Innovator and Allianz. Their fees differ too: 0.79% for APRD and 0.74% for JULT.

Portfolio Optimizer

Find the right allocation for APRD and JULT

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