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JULQ vs. LOUP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JULQ vs. LOUP - 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 Deepwater Frontier Tech ETF (LOUP). 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*

LOUP

1D
-1.87%
1M
18.57%
YTD
28.21%
6M
26.83%
1Y
75.49%
3Y*
37.37%
5Y*
12.98%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

JULQ vs. LOUP - Yearly Performance Comparison


JULQ vs. LOUP - Sectors Allocation Comparison


Sectors
JULQ
LOUP

Technology

31.7%
51.0%

Financial Services

14.0%
4.5%

Healthcare

10.9%
2.7%

Consumer Cyclical

10.4%
5.5%

Communication Services

9.5%
10.6%

Industrials

7.7%
20.0%

Consumer Defensive

6.2%

-

Energy

3.2%
2.9%

Utilities

2.6%
2.8%

Real Estate

2.3%

-

Basic Materials

1.8%

-

Technology

JULQ
31.7%
LOUP
51.0%

Financial Services

JULQ
14.0%
LOUP
4.5%

Healthcare

JULQ
10.9%
LOUP
2.7%

Consumer Cyclical

JULQ
10.4%
LOUP
5.5%

Communication Services

JULQ
9.5%
LOUP
10.6%

Industrials

JULQ
7.7%
LOUP
20.0%

Consumer Defensive

JULQ
6.2%
LOUP

-

Energy

JULQ
3.2%
LOUP
2.9%

Utilities

JULQ
2.6%
LOUP
2.8%

Real Estate

JULQ
2.3%
LOUP

-

Basic Materials

JULQ
1.8%
LOUP

-

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Return for Risk

JULQ vs. LOUP — Risk / Return Rank

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

JULQ

LOUP
LOUP Risk / Return Rank: 7171
Overall Rank
LOUP Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
LOUP Sortino Ratio Rank: 7070
Sortino Ratio Rank
LOUP Omega Ratio Rank: 6767
Omega Ratio Rank
LOUP Calmar Ratio Rank: 7272
Calmar Ratio Rank
LOUP Martin Ratio Rank: 6767
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. LOUP - 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 Deepwater Frontier Tech ETF (LOUP). 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. LOUP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


JULQLOUPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.66

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

Drawdowns

JULQ vs. LOUP - Drawdown Comparison

The maximum JULQ drawdown since its inception was 0.00%, smaller than the maximum LOUP drawdown of -58.68%. Use the drawdown chart below to compare losses from any high point for JULQ and LOUP.


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Drawdown Indicators


JULQLOUPDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-58.68%

+58.68%

Max Drawdown (1Y)

Largest decline over 1 year

-21.00%

Max Drawdown (3Y)

Largest decline over 3 years

-35.23%

Max Drawdown (5Y)

Largest decline over 5 years

-55.63%

Current Drawdown

Current decline from peak

0.00%

-1.87%

+1.87%

Average Drawdown

Average peak-to-trough decline

0.00%

-20.04%

+20.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.19%

Volatility

JULQ vs. LOUP - Volatility Comparison


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Volatility by Period


JULQLOUPDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.23%

Volatility (6M)

Calculated over the trailing 6-month period

21.94%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

28.51%

-28.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

32.38%

-32.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

31.96%

-31.96%

JULQ vs. LOUP - Expense Ratio Comparison

JULQ has a 0.79% expense ratio, which is higher than LOUP's 0.70% expense ratio.


Dividends

JULQ vs. LOUP - Dividend Comparison

Neither JULQ nor LOUP has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


On fees, LOUP is cheaper at 0.70% per year. The better choice depends on whether you care most about return, fees, risk, or income.

LOUP is cheaper with a 0.70% expense ratio, compared with 0.79% for JULQ.

JULQ and LOUP have nearly identical dividend yields, around 0.00%.

JULQ is categorized as Options Trading, while LOUP is Technology Equities. Their fees differ too: 0.79% for JULQ and 0.70% for LOUP.

Portfolio Optimizer

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