JULB vs. KFEB
JULB (Aptus July Buffer ETF) and KFEB (Innovator U.S. Small Cap Power Buffer ETF - February) are both Defined Outcome funds. Both are actively managed. Their 0.77 correlation means they have sometimes moved together and sometimes differently. JULB charges 0.25%/yr vs 0.79%/yr for KFEB.
Performance
JULB vs. KFEB - Performance Comparison
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Returns By Period
In the year-to-date period, JULB achieves a 8.08% return, which is significantly lower than KFEB's 13.73% return.
JULB
- 1D
- 0.54%
- 1M
- 0.57%
- 6M
- 7.15%
- YTD
- 8.08%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
KFEB
- 1D
- -0.08%
- 1M
- -0.01%
- 6M
- 7.62%
- YTD
- 13.73%
- 1Y
- 24.62%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 15.69%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $122.17K | $181.25K | $221.75K | |
| $31.40K | $47.27K | $136.55K |
JULB vs. KFEB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
JULB Aptus July Buffer ETF | 8.08% | 2.44% |
KFEB Innovator U.S. Small Cap Power Buffer ETF - February | 13.73% | 1.11% |
Correlation
The correlation between JULB and KFEB is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 14, 2025 | 0.77 |
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Return for Risk
JULB vs. KFEB — Risk / Return Rank
JULB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
KFEB
JULB vs. KFEB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus July Buffer ETF (JULB) and Innovator U.S. Small Cap Power Buffer ETF - February (KFEB). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JULB | KFEB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.38 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.04 | — |
| Martin ratioReturn relative to average drawdown | — | 15.07 | — |
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Drawdowns
JULB vs. KFEB - Drawdown Comparison
The maximum JULB drawdown since its inception was -5.24%, smaller than the maximum KFEB drawdown of -14.16%. Use the drawdown chart below to compare losses from any high point for JULB and KFEB.
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Drawdown Indicators
| JULB | KFEB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.24% | -14.16% | +8.92% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.80% | — |
Current DrawdownCurrent decline from peak | -0.20% | -0.45% | +0.25% |
Average DrawdownAverage peak-to-trough decline | -0.78% | -2.12% | +1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.55% | — |
Volatility
JULB vs. KFEB - Volatility Comparison
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Volatility by Period
| JULB | KFEB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.57% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.19% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 6.81% | 10.82% | -4.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.81% | 12.75% | -5.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.81% | 12.75% | -5.94% |
JULB vs. KFEB - Expense Ratio Comparison
JULB has a 0.25% expense ratio, which is lower than KFEB's 0.79% expense ratio.
Dividends
JULB vs. KFEB - Dividend Comparison
Neither JULB nor KFEB has paid dividends to shareholders.
Frequently Asked Questions
JULB and KFEB have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JULB is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JULB is cheaper with a 0.25% expense ratio, compared with 0.79% for KFEB.
JULB and KFEB have nearly identical dividend yields, around 0.00%.
They also come from different issuers: Aptus and Innovator. Their fees differ too: 0.25% for JULB and 0.79% for KFEB.
Find the right allocation for JULB and KFEB
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