JULQ vs. IVVM

Last updated Jun 4, 2026

JULQ (Innovator Premium Income 40 Barrier ETF - July) and IVVM (iShares Large Cap Moderate Buffer ETF) are both Options Trading funds. Both are actively managed. JULQ charges 0.79%/yr vs 0.50%/yr for IVVM.

Performance

JULQ vs. IVVM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Innovator Premium Income 40 Barrier ETF - July (JULQ) and iShares Large Cap Moderate Buffer ETF (IVVM). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

JULQ

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

IVVM

• 1D: -0.22%
• 1M: 1.95%
• YTD: 5.95%
• 6M: 6.15%
• 1Y: 16.27%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

JULQ vs. IVVM - Yearly Performance Comparison

	2026 (YTD)
JULQ Innovator Premium Income 40 Barrier ETF - July	0.00%
IVVM iShares Large Cap Moderate Buffer ETF	4.98%

JULQ vs. IVVM - Sectors Allocation Comparison

Sectors	JULQ	IVVM
Technology	31.7%	36.2%
Financial Services	14.0%	11.9%
Healthcare	10.9%	8.4%
Consumer Cyclical	10.4%	10.1%
Communication Services	9.5%	10.9%
Industrials	7.7%	8.1%
Consumer Defensive	6.2%	4.9%
Energy	3.2%	3.5%
Utilities	2.6%	2.3%
Real Estate	2.3%	1.9%
Basic Materials	1.8%	1.8%

Return for Risk

JULQ vs. IVVM — Risk / Return Rank

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

IVVM

IVVM Risk / Return Rank: 72
IVVM Sharpe Ratio Rank: 70
IVVM Sortino Ratio Rank: 73
IVVM Omega Ratio Rank: 79
IVVM Calmar Ratio Rank: 62
IVVM Martin Ratio Rank: 78

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.

JULQ vs. IVVM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Innovator Premium Income 40 Barrier ETF - July (JULQ) and iShares Large Cap Moderate Buffer ETF (IVVM). 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.

Sharpe Ratios by Period

	JULQ	IVVM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.32	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	1.49	—

Drawdowns

JULQ vs. IVVM - Drawdown Comparison

The maximum JULQ drawdown since its inception was 0.00%, smaller than the maximum IVVM drawdown of -11.62%. Use the drawdown chart below to compare losses from any high point for JULQ and IVVM.

Drawdown Indicators

	JULQ	IVVM	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-11.62%	+11.62%
Max Drawdown (1Y) Largest decline over 1 year	—	-5.31%	—
Current Drawdown Current decline from peak	0.00%	-0.22%	+0.22%
Average Drawdown Average peak-to-trough decline	0.00%	-0.92%	+0.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.06%	—

Volatility

Volatility by Period

	JULQ	IVVM	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.76%	—
Volatility (6M) Calculated over the trailing 6-month period	—	5.62%	—
Volatility (1Y) Calculated over the trailing 1-year period	0.00%	7.04%	-7.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.00%	9.62%	-9.62%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.00%	9.62%	-9.62%

JULQ vs. IVVM - Expense Ratio Comparison

JULQ has a 0.79% expense ratio, which is higher than IVVM's 0.50% expense ratio.

Dividends

JULQ vs. IVVM - Dividend Comparison

JULQ has not paid dividends to shareholders, while IVVM's dividend yield for the trailing twelve months is around 0.65%.

Position	TTM	2025	2024
IVVM iShares Large Cap Moderate Buffer ETF	0.65%	0.68%	0.62%
JULQ Innovator Premium Income 40 Barrier ETF - July	0.00%	0.00%	0.00%

Frequently Asked Questions

Which ETF is better, JULQ or IVVM?

On fees, IVVM is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, JULQ or IVVM?

IVVM is cheaper with a 0.50% expense ratio, compared with 0.79% for JULQ.

Which ETF pays a higher dividend yield, JULQ or IVVM?

IVVM has the higher dividend yield at 0.65%, compared with 0.00% for JULQ.

What is the main difference between JULQ and IVVM?

They also come from different issuers: Innovator and iShares. Their fees differ too: 0.79% for JULQ and 0.50% for IVVM.