JULQ vs. MSFO
Compare and contrast key facts about Innovator Premium Income 40 Barrier ETF - July (JULQ) and YieldMax MSFT Option Income Strategy ETF (MSFO).
JULQ and MSFO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JULQ is an actively managed fund by Innovator. It was launched on Jun 30, 2023. MSFO is an actively managed fund by YieldMax. It was launched on Aug 24, 2023.
Performance
JULQ vs. MSFO - Performance Comparison
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JULQ vs. MSFO - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
JULQ Innovator Premium Income 40 Barrier ETF - July | 0.00% |
MSFO YieldMax MSFT Option Income Strategy ETF
| -5.85% |
Returns By Period
JULQ
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSFO
- 1D
- -0.26%
- 1M
- -6.81%
- YTD
- -20.34%
- 6M
- -23.82%
- 1Y
- -1.51%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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JULQ vs. MSFO - Expense Ratio Comparison
JULQ has a 0.79% expense ratio, which is lower than MSFO's 0.99% expense ratio.
Return for Risk
JULQ vs. MSFO — Risk / Return Rank
JULQ
MSFO
JULQ vs. MSFO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator Premium Income 40 Barrier ETF - July (JULQ) and YieldMax MSFT Option Income Strategy ETF (MSFO). 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.
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Sharpe Ratios by Period
| JULQ | MSFO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | -0.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.39 | — |
Dividends
JULQ vs. MSFO - Dividend Comparison
JULQ has not paid dividends to shareholders, while MSFO's dividend yield for the trailing twelve months is around 44.30%.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
JULQ Innovator Premium Income 40 Barrier ETF - July | 0.00% | 0.00% | 0.00% | 0.00% |
MSFO YieldMax MSFT Option Income Strategy ETF
| 44.30% | 33.91% | 35.15% | 6.44% |
Drawdowns
JULQ vs. MSFO - Drawdown Comparison
The maximum JULQ drawdown since its inception was 0.00%, smaller than the maximum MSFO drawdown of -29.29%. Use the drawdown chart below to compare losses from any high point for JULQ and MSFO.
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Drawdown Indicators
| JULQ | MSFO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | 0.00% | -29.29% | +29.29% |
Max Drawdown (1Y)Largest decline over 1 year | — | -29.29% | — |
Current DrawdownCurrent decline from peak | 0.00% | -27.01% | +27.01% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -5.75% | +5.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 10.59% | — |
Volatility
JULQ vs. MSFO - Volatility Comparison
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Volatility by Period
| JULQ | MSFO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.75% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.65% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 0.00% | 22.27% | -22.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.00% | 19.13% | -19.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.00% | 19.13% | -19.13% |