JULB vs. TOCT
JULB (Aptus July Buffer ETF) and TOCT (Innovator Equity Defined Protection ETF - 2 Yr to October 2027) are both Defined Outcome funds. Both are actively managed. Their correlation of 0.84 means they have usually moved in the same direction. JULB charges 0.25%/yr vs 0.79%/yr for TOCT.
Performance
JULB vs. TOCT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, JULB achieves a 8.08% return, which is significantly higher than TOCT's 2.24% return.
JULB
- 1D
- 0.54%
- 1M
- 0.57%
- 6M
- 7.15%
- YTD
- 8.08%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
TOCT
- 1D
- 0.11%
- 1M
- 0.27%
- 6M
- 1.94%
- YTD
- 2.24%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $122.17K | $181.25K | $221.75K | |
| $37.22K | $581.51K | $248.85K |
JULB vs. TOCT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
JULB Aptus July Buffer ETF | 8.08% | 2.44% |
TOCT Innovator Equity Defined Protection ETF - 2 Yr to October 2027 | 2.24% | 0.67% |
Correlation
The correlation between JULB and TOCT is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 14, 2025 | 0.84 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
JULB vs. TOCT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus July Buffer ETF (JULB) and Innovator Equity Defined Protection ETF - 2 Yr to October 2027 (TOCT). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Loading charts...
Drawdowns
JULB vs. TOCT - Drawdown Comparison
The maximum JULB drawdown since its inception was -5.24%, which is greater than TOCT's maximum drawdown of -2.02%. Use the drawdown chart below to compare losses from any high point for JULB and TOCT.
Loading charts...
Drawdown Indicators
| JULB | TOCT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.24% | -2.02% | -3.22% |
Current DrawdownCurrent decline from peak | -0.20% | -0.06% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -0.78% | -0.37% | -0.41% |
Volatility
JULB vs. TOCT - Volatility Comparison
Loading charts...
Volatility by Period
| JULB | TOCT | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 6.81% | 2.96% | +3.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.81% | 2.96% | +3.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.81% | 2.96% | +3.85% |
JULB vs. TOCT - Expense Ratio Comparison
JULB has a 0.25% expense ratio, which is lower than TOCT's 0.79% expense ratio.
Dividends
JULB vs. TOCT - Dividend Comparison
Neither JULB nor TOCT has paid dividends to shareholders.
Frequently Asked Questions
JULB and TOCT have a correlation of 0.84, 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 TOCT.
JULB and TOCT 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 TOCT.
Find the right allocation for JULB and TOCT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer