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JULQ vs. LOCT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JULQ vs. LOCT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Innovator Premium Income 40 Barrier ETF - July (JULQ) and Innovator Premium Income 15 Buffer ETF - October (LOCT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


JULQ

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

LOCT

1D
-0.04%
1M
0.54%
YTD
2.29%
6M
2.92%
1Y
5.75%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

JULQ vs. LOCT - Yearly Performance Comparison


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Return for Risk

JULQ vs. LOCT — Risk / Return Rank

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

JULQ

LOCT
LOCT Risk / Return Rank: 8989
Overall Rank
LOCT Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
LOCT Sortino Ratio Rank: 8989
Sortino Ratio Rank
LOCT Omega Ratio Rank: 9393
Omega Ratio Rank
LOCT Calmar Ratio Rank: 8585
Calmar Ratio Rank
LOCT Martin Ratio Rank: 9393
Martin Ratio Rank
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. LOCT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Innovator Premium Income 40 Barrier ETF - July (JULQ) and Innovator Premium Income 15 Buffer ETF - October (LOCT). 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.

JULQ vs. LOCT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


JULQLOCTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.67

Sharpe Ratio (All Time)

Calculated using the full available price history

1.69

Drawdowns

JULQ vs. LOCT - Drawdown Comparison

The maximum JULQ drawdown since its inception was 0.00%, smaller than the maximum LOCT drawdown of -4.69%. Use the drawdown chart below to compare losses from any high point for JULQ and LOCT.


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Drawdown Indicators


JULQLOCTDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-4.69%

+4.69%

Max Drawdown (1Y)

Largest decline over 1 year

-1.23%

Current Drawdown

Current decline from peak

0.00%

-0.06%

+0.06%

Average Drawdown

Average peak-to-trough decline

0.00%

-0.14%

+0.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.23%

Volatility

JULQ vs. LOCT - Volatility Comparison


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Volatility by Period


JULQLOCTDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.22%

Volatility (6M)

Calculated over the trailing 6-month period

1.67%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

2.16%

-2.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

3.60%

-3.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

3.60%

-3.60%

JULQ vs. LOCT - Expense Ratio Comparison

Both JULQ and LOCT have an expense ratio of 0.79%.


Dividends

JULQ vs. LOCT - Dividend Comparison

JULQ has not paid dividends to shareholders, while LOCT's dividend yield for the trailing twelve months is around 5.14%.


PositionTTM202520242023
JULQ
Innovator Premium Income 40 Barrier ETF - July
0.00%0.00%0.00%0.00%
LOCT
Innovator Premium Income 15 Buffer ETF - October
5.14%5.12%6.27%1.64%

Frequently Asked Questions


Both ETFs have the same 0.79% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

JULQ and LOCT have the same expense ratio: 0.79% per year.

LOCT has the higher dividend yield at 5.14%, compared with 0.00% for JULQ.

Portfolio Optimizer

Find the right allocation for JULQ and LOCT

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