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JUNZ vs. TWOX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JUNZ vs. TWOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TrueShares Structured Outcome (June) ETF (JUNZ) and iShares Large Cap Accelerated Outcome ETF (TWOX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, JUNZ achieves a 7.56% return, which is significantly higher than TWOX's 2.50% return.


JUNZ

1D
-0.29%
1M
0.49%
YTD
7.56%
6M
7.24%
1Y
20.26%
3Y*
15.41%
5Y*
9.63%
10Y*

TWOX

1D
0.03%
1M
0.65%
YTD
2.50%
6M
2.34%
1Y
15.52%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

JUNZ vs. TWOX - Yearly Performance Comparison


Correlation

The correlation between JUNZ and TWOX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.90

Correlation (All Time)
Calculated using the full available price history since Jan 16, 2025

0.92

The correlation between JUNZ and TWOX has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.

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Return for Risk

JUNZ vs. TWOX — Risk / Return Rank

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

JUNZ
JUNZ Risk / Return Rank: 5959
Overall Rank
JUNZ Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
JUNZ Sortino Ratio Rank: 6060
Sortino Ratio Rank
JUNZ Omega Ratio Rank: 6060
Omega Ratio Rank
JUNZ Calmar Ratio Rank: 5151
Calmar Ratio Rank
JUNZ Martin Ratio Rank: 6161
Martin Ratio Rank

TWOX
TWOX Risk / Return Rank: 4444
Overall Rank
TWOX Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
TWOX Sortino Ratio Rank: 4242
Sortino Ratio Rank
TWOX Omega Ratio Rank: 5151
Omega Ratio Rank
TWOX Calmar Ratio Rank: 3434
Calmar Ratio Rank
TWOX Martin Ratio Rank: 4848
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.

JUNZ vs. TWOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TrueShares Structured Outcome (June) ETF (JUNZ) and iShares Large Cap Accelerated Outcome ETF (TWOX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


JUNZTWOXDifference
Sharpe ratioReturn per unit of total volatility

+0.48

Sortino ratioReturn per unit of downside risk

+0.67

Omega ratioGain probability vs. loss probability

1.35

1.31

+0.04

Calmar ratioReturn relative to maximum drawdown

2.46

1.64

+0.82

Martin ratioReturn relative to average drawdown

10.62

7.74

+2.89

JUNZ vs. TWOX - Sharpe Ratio Comparison

The current JUNZ Sharpe Ratio is 1.98, which is higher than the TWOX Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of JUNZ and TWOX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

JUNZ vs. TWOX - Drawdown Comparison

The maximum JUNZ drawdown since its inception was -17.88%, smaller than the maximum TWOX drawdown of -19.35%. Use the drawdown chart below to compare losses from any high point for JUNZ and TWOX.


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Drawdown Indicators


JUNZTWOXDifference

Max Drawdown

Largest peak-to-trough decline

-17.88%

-19.35%

+1.47%

Max Drawdown (1Y)

Largest decline over 1 year

-8.27%

-9.51%

+1.24%

Max Drawdown (3Y)

Largest decline over 3 years

-14.06%

Max Drawdown (5Y)

Largest decline over 5 years

-17.88%

Current Drawdown

Current decline from peak

-1.19%

0.00%

-1.19%

Average Drawdown

Average peak-to-trough decline

-4.24%

-2.55%

-1.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.91%

2.01%

-0.10%

Volatility

JUNZ vs. TWOX - Volatility Comparison

TrueShares Structured Outcome (June) ETF (JUNZ) has a higher volatility of 3.24% compared to iShares Large Cap Accelerated Outcome ETF (TWOX) at 0.62%. This indicates that JUNZ's price experiences larger fluctuations and is considered to be riskier than TWOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JUNZTWOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.24%

0.62%

+2.62%

Volatility (6M)

Calculated over the trailing 6-month period

8.24%

8.02%

+0.22%

Volatility (1Y)

Calculated over the trailing 1-year period

10.30%

10.42%

-0.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.80%

16.49%

-4.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.75%

16.49%

-4.74%

JUNZ vs. TWOX - Expense Ratio Comparison

JUNZ has a 0.79% expense ratio, which is higher than TWOX's 0.50% expense ratio.


Dividends

JUNZ vs. TWOX - Dividend Comparison

JUNZ's dividend yield for the trailing twelve months is around 2.14%, more than TWOX's 0.55% yield.


PositionTTM20252024202320222021
JUNZ
TrueShares Structured Outcome (June) ETF
2.14%2.30%3.97%6.03%0.56%0.32%
TWOX
iShares Large Cap Accelerated Outcome ETF
0.55%0.57%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.90, JUNZ and TWOX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

JUNZ has higher volatility (3.24%) compared to TWOX (0.62%). In terms of maximum drawdown, JUNZ dropped -17.88% vs TWOX's -19.35%.

On 1-year performance, JUNZ leads with 20.26% vs 15.52% for TWOX. On fees, TWOX is cheaper at 0.50% per year. On volatility, TWOX has been the lower-risk option at 0.62%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, JUNZ has performed better with a 20.26% return vs 15.52%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TWOX is cheaper with a 0.50% expense ratio, compared with 0.79% for JUNZ.

JUNZ has the higher dividend yield at 2.14%, compared with 0.55% for TWOX.

They also come from different issuers: TrueShares and iShares. Their fees differ too: 0.79% for JUNZ and 0.50% for TWOX.

JUNZ currently has the higher Sharpe Ratio (1.98 vs 1.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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