MSOO vs. LJUL
MSOO (Leverage Shares 2x Capped Accelerated MSTR Monthly ETF) and LJUL (Innovator Premium Income 15 Buffer ETF - July) are both Defined Outcome funds. Both are actively managed. At a 0.43 correlation, their price movements are largely independent. MSOO charges 0.78%/yr vs 0.79%/yr for LJUL.
Performance
MSOO vs. LJUL - Performance Comparison
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Returns By Period
In the year-to-date period, MSOO achieves a -23.81% return, which is significantly lower than LJUL's 1.80% return.
MSOO
- 1D
- -6.75%
- 1M
- -28.26%
- YTD
- -23.81%
- 6M
- -38.09%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LJUL
- 1D
- -0.04%
- 1M
- 0.31%
- YTD
- 1.80%
- 6M
- 2.30%
- 1Y
- 5.49%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSOO vs. LJUL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MSOO Leverage Shares 2x Capped Accelerated MSTR Monthly ETF | -23.81% | -60.78% |
LJUL Innovator Premium Income 15 Buffer ETF - July | 1.80% | 2.24% |
Correlation
The correlation between MSOO and LJUL is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 14, 2025 | 0.43 |
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Return for Risk
MSOO vs. LJUL — Risk / Return Rank
MSOO
LJUL
MSOO vs. LJUL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Leverage Shares 2x Capped Accelerated MSTR Monthly ETF (MSOO) and Innovator Premium Income 15 Buffer ETF - July (LJUL). 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
| MSOO | LJUL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 3.48 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -1.13 | 1.78 | -2.91 |
Drawdowns
MSOO vs. LJUL - Drawdown Comparison
The maximum MSOO drawdown since its inception was -72.39%, which is greater than LJUL's maximum drawdown of -3.21%. Use the drawdown chart below to compare losses from any high point for MSOO and LJUL.
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Drawdown Indicators
| MSOO | LJUL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.39% | -3.21% | -69.18% |
Max Drawdown (1Y)Largest decline over 1 year | — | -0.52% | — |
Current DrawdownCurrent decline from peak | -70.12% | -0.04% | -70.08% |
Average DrawdownAverage peak-to-trough decline | -47.41% | -0.12% | -47.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.10% | — |
Volatility
MSOO vs. LJUL - Volatility Comparison
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Volatility by Period
| MSOO | LJUL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.22% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.06% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 69.25% | 1.58% | +67.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 69.25% | 3.25% | +66.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 69.25% | 3.25% | +66.00% |
MSOO vs. LJUL - Expense Ratio Comparison
MSOO has a 0.78% expense ratio, which is lower than LJUL's 0.79% expense ratio.
Dividends
MSOO vs. LJUL - Dividend Comparison
MSOO's dividend yield for the trailing twelve months is around 2.13%, less than LJUL's 5.23% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
LJUL Innovator Premium Income 15 Buffer ETF - July | 5.23% | 5.36% | 2.78% |
MSOO Leverage Shares 2x Capped Accelerated MSTR Monthly ETF | 2.13% | 1.63% | 0.00% |
Frequently Asked Questions
MSOO and LJUL have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MSOO is cheaper at 0.78% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MSOO is cheaper with a 0.78% expense ratio, compared with 0.79% for LJUL.
LJUL has the higher dividend yield at 5.23%, compared with 2.13% for MSOO.
They also come from different issuers: Leverage Shares and Innovator. Their fees differ too: 0.78% for MSOO and 0.79% for LJUL.
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