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JUNT vs. HOCT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JUNT vs. HOCT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AllianzIM U.S. Large Cap Buffer10 Jun ETF (JUNT) and Innovator Premium Income 9 Buffer ETF - October (HOCT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


JUNT

1D
0.04%
1M
0.86%
YTD
4.66%
6M
5.57%
1Y
14.87%
3Y*
14.32%
5Y*
10Y*

HOCT

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

JUNT vs. HOCT - Yearly Performance Comparison


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Return for Risk

JUNT vs. HOCT — Risk / Return Rank

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

JUNT
JUNT Risk / Return Rank: 8282
Overall Rank
JUNT Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
JUNT Sortino Ratio Rank: 8484
Sortino Ratio Rank
JUNT Omega Ratio Rank: 8888
Omega Ratio Rank
JUNT Calmar Ratio Rank: 7373
Calmar Ratio Rank
JUNT Martin Ratio Rank: 9090
Martin Ratio Rank

HOCT
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.

JUNT vs. HOCT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AllianzIM U.S. Large Cap Buffer10 Jun ETF (JUNT) and Innovator Premium Income 9 Buffer ETF - October (HOCT). 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.


JUNTHOCTDifference

Sharpe ratio

Return per unit of total volatility

2.58

Sortino ratio

Return per unit of downside risk

3.84

Omega ratio

Gain probability vs. loss probability

1.56

Calmar ratio

Return relative to maximum drawdown

3.70

Martin ratio

Return relative to average drawdown

21.39

JUNT vs. HOCT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


JUNTHOCTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.58

Sharpe Ratio (All Time)

Calculated using the full available price history

1.60

Drawdowns

JUNT vs. HOCT - Drawdown Comparison

The maximum JUNT drawdown since its inception was -12.78%, which is greater than HOCT's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for JUNT and HOCT.


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Drawdown Indicators


JUNTHOCTDifference

Max Drawdown

Largest peak-to-trough decline

-12.78%

0.00%

-12.78%

Max Drawdown (1Y)

Largest decline over 1 year

-4.08%

Max Drawdown (3Y)

Largest decline over 3 years

-12.78%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-0.98%

0.00%

-0.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.71%

Volatility

JUNT vs. HOCT - Volatility Comparison


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Volatility by Period


JUNTHOCTDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.36%

Volatility (6M)

Calculated over the trailing 6-month period

4.35%

Volatility (1Y)

Calculated over the trailing 1-year period

5.80%

0.00%

+5.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.24%

0.00%

+9.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.24%

0.00%

+9.24%

JUNT vs. HOCT - Expense Ratio Comparison

JUNT has a 0.74% expense ratio, which is lower than HOCT's 0.79% expense ratio.


Dividends

JUNT vs. HOCT - Dividend Comparison

Neither JUNT nor HOCT has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


On fees, JUNT is cheaper at 0.74% per year. The better choice depends on whether you care most about return, fees, risk, or income.

JUNT is cheaper with a 0.74% expense ratio, compared with 0.79% for HOCT.

JUNT and HOCT have nearly identical dividend yields, around 0.00%.

They also come from different issuers: Allianz and Innovator. Their fees differ too: 0.74% for JUNT and 0.79% for HOCT.

Portfolio Optimizer

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