EJUL vs. ESGE
Compare and contrast key facts about Innovator Emerging Markets Power Buffer ETF - July (EJUL) and iShares ESG Aware MSCI EM ETF (ESGE).
EJUL and ESGE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EJUL is a passively managed fund by Innovator that tracks the performance of the MSCI Emerging Markets Index. It was launched on Jul 1, 2019. ESGE is a passively managed fund by iShares that tracks the performance of the MSCI EM Extended ESG Focus Index. It was launched on Jun 28, 2016. Both EJUL and ESGE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EJUL or ESGE.
Correlation
The correlation between EJUL and ESGE is 0.87, 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
EJUL vs. ESGE - Performance Comparison
Key characteristics
EJUL:
1.09
ESGE:
1.12
EJUL:
1.58
ESGE:
1.64
EJUL:
1.20
ESGE:
1.20
EJUL:
0.73
ESGE:
0.60
EJUL:
4.08
ESGE:
3.54
EJUL:
2.41%
ESGE:
4.89%
EJUL:
9.06%
ESGE:
15.56%
EJUL:
-21.61%
ESGE:
-41.07%
EJUL:
-4.69%
ESGE:
-15.62%
Returns By Period
In the year-to-date period, EJUL achieves a 3.91% return, which is significantly lower than ESGE's 7.79% return.
EJUL
3.91%
3.55%
3.03%
9.10%
-0.10%
N/A
ESGE
7.79%
6.83%
6.15%
16.27%
2.87%
N/A
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EJUL vs. ESGE - Expense Ratio Comparison
EJUL has a 0.90% expense ratio, which is higher than ESGE's 0.25% expense ratio.
Risk-Adjusted Performance
EJUL vs. ESGE — Risk-Adjusted Performance Rank
EJUL
ESGE
EJUL vs. ESGE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator Emerging Markets Power Buffer ETF - July (EJUL) and iShares ESG Aware MSCI EM ETF (ESGE). 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
EJUL vs. ESGE - Dividend Comparison
EJUL has not paid dividends to shareholders, while ESGE's dividend yield for the trailing twelve months is around 2.23%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
EJUL Innovator Emerging Markets Power Buffer ETF - July | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.64% | 0.00% | 0.00% | 0.00% |
ESGE iShares ESG Aware MSCI EM ETF | 2.23% | 2.40% | 2.65% | 2.68% | 2.66% | 1.31% | 2.59% | 2.18% | 1.86% | 0.27% |
Drawdowns
EJUL vs. ESGE - Drawdown Comparison
The maximum EJUL drawdown since its inception was -21.61%, smaller than the maximum ESGE drawdown of -41.07%. Use the drawdown chart below to compare losses from any high point for EJUL and ESGE. For additional features, visit the drawdowns tool.
Volatility
EJUL vs. ESGE - Volatility Comparison
The current volatility for Innovator Emerging Markets Power Buffer ETF - July (EJUL) is 2.20%, while iShares ESG Aware MSCI EM ETF (ESGE) has a volatility of 4.12%. This indicates that EJUL experiences smaller price fluctuations and is considered to be less risky than ESGE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.