BJUN vs. XGRO.TO
Compare and contrast key facts about Innovator U.S. Equity Buffer ETF - June (BJUN) and iShares Core Growth ETF Portfolio (XGRO.TO).
BJUN and XGRO.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BJUN is a passively managed fund by Innovator that tracks the performance of the Cboe S&P 500 Buffer Protect Index June. It was launched on Jun 3, 2019. XGRO.TO is an actively managed fund by iShares. It was launched on Jun 21, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BJUN or XGRO.TO.
Correlation
The correlation between BJUN and XGRO.TO is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BJUN vs. XGRO.TO - Performance Comparison
Key characteristics
BJUN:
2.24
XGRO.TO:
2.41
BJUN:
3.07
XGRO.TO:
3.38
BJUN:
1.48
XGRO.TO:
1.45
BJUN:
2.97
XGRO.TO:
3.95
BJUN:
16.59
XGRO.TO:
16.31
BJUN:
0.96%
XGRO.TO:
1.24%
BJUN:
7.16%
XGRO.TO:
8.39%
BJUN:
-22.70%
XGRO.TO:
-47.94%
BJUN:
-0.04%
XGRO.TO:
-0.47%
Returns By Period
In the year-to-date period, BJUN achieves a 2.72% return, which is significantly lower than XGRO.TO's 3.59% return.
BJUN
2.72%
1.43%
7.07%
15.86%
8.23%
N/A
XGRO.TO
3.59%
1.78%
9.47%
20.26%
9.17%
7.66%
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BJUN vs. XGRO.TO - Expense Ratio Comparison
BJUN has a 0.79% expense ratio, which is higher than XGRO.TO's 0.20% expense ratio.
Risk-Adjusted Performance
BJUN vs. XGRO.TO — Risk-Adjusted Performance Rank
BJUN
XGRO.TO
BJUN vs. XGRO.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator U.S. Equity Buffer ETF - June (BJUN) and iShares Core Growth ETF Portfolio (XGRO.TO). 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.
Dividends
BJUN vs. XGRO.TO - Dividend Comparison
BJUN has not paid dividends to shareholders, while XGRO.TO's dividend yield for the trailing twelve months is around 1.94%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BJUN Innovator U.S. Equity Buffer ETF - June | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XGRO.TO iShares Core Growth ETF Portfolio | 1.94% | 2.01% | 2.25% | 1.88% | 1.68% | 1.97% | 2.24% | 7.52% | 2.07% | 2.68% | 2.18% | 5.68% |
Drawdowns
BJUN vs. XGRO.TO - Drawdown Comparison
The maximum BJUN drawdown since its inception was -22.70%, smaller than the maximum XGRO.TO drawdown of -47.94%. Use the drawdown chart below to compare losses from any high point for BJUN and XGRO.TO. For additional features, visit the drawdowns tool.
Volatility
BJUN vs. XGRO.TO - Volatility Comparison
The current volatility for Innovator U.S. Equity Buffer ETF - June (BJUN) is 1.44%, while iShares Core Growth ETF Portfolio (XGRO.TO) has a volatility of 2.69%. This indicates that BJUN experiences smaller price fluctuations and is considered to be less risky than XGRO.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.