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PJAN vs. VTI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PJAN vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Innovator U.S. Equity Power Buffer ETF - January (PJAN) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PJAN achieves a 5.13% return, which is significantly lower than VTI's 11.20% return.


PJAN

1D
-0.26%
1M
1.94%
YTD
5.13%
6M
5.96%
1Y
14.71%
3Y*
12.96%
5Y*
8.92%
10Y*

VTI

1D
-0.72%
1M
4.99%
YTD
11.20%
6M
11.09%
1Y
28.18%
3Y*
22.07%
5Y*
12.69%
10Y*
15.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PJAN vs. VTI - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
PJAN
Innovator U.S. Equity Power Buffer ETF - January
5.13%11.29%13.45%18.18%-5.29%8.80%7.68%12.34%
VTI
Vanguard Total Stock Market ETF
11.20%17.10%23.81%26.05%-19.52%25.68%21.08%30.57%

Correlation

The correlation between PJAN and VTI is 0.92, 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

0.92

Correlation (3Y)
Calculated over the trailing 3-year period

0.91

Correlation (5Y)
Calculated over the trailing 5-year period

0.91

Correlation (All Time)
Calculated using the full available price history since Jan 3, 2019

0.90

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

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Return for Risk

PJAN vs. VTI — Risk / Return Rank

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

PJAN
PJAN Risk / Return Rank: 7979
Overall Rank
PJAN Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
PJAN Sortino Ratio Rank: 8383
Sortino Ratio Rank
PJAN Omega Ratio Rank: 8787
Omega Ratio Rank
PJAN Calmar Ratio Rank: 6464
Calmar Ratio Rank
PJAN Martin Ratio Rank: 8383
Martin Ratio Rank

VTI
VTI Risk / Return Rank: 6868
Overall Rank
VTI Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
VTI Sortino Ratio Rank: 6868
Sortino Ratio Rank
VTI Omega Ratio Rank: 6767
Omega Ratio Rank
VTI Calmar Ratio Rank: 6262
Calmar Ratio Rank
VTI Martin Ratio Rank: 7575
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.

PJAN vs. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Innovator U.S. Equity Power Buffer ETF - January (PJAN) and Vanguard Total Stock Market ETF (VTI). 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.


PJANVTIDifference
Sharpe ratioReturn per unit of total volatility

+0.22

Sortino ratioReturn per unit of downside risk

+0.57

Omega ratioGain probability vs. loss probability

1.54

1.42

+0.12

Calmar ratioReturn relative to maximum drawdown

3.19

3.17

+0.02

Martin ratioReturn relative to average drawdown

17.03

14.62

+2.41

PJAN vs. VTI - Sharpe Ratio Comparison

The current PJAN Sharpe Ratio is 2.55, which is comparable to the VTI Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of PJAN and VTI, 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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Sharpe Ratios by Period


PJANVTIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.55

2.33

+0.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.00

0.73

+0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

Sharpe Ratio (All Time)

Calculated using the full available price history

0.90

0.51

+0.39

Drawdowns

PJAN vs. VTI - Drawdown Comparison

The maximum PJAN drawdown since its inception was -21.25%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for PJAN and VTI.


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Drawdown Indicators


PJANVTIDifference

Max Drawdown

Largest peak-to-trough decline

-21.25%

-55.45%

+34.20%

Max Drawdown (1Y)

Largest decline over 1 year

-4.63%

-8.92%

+4.29%

Max Drawdown (3Y)

Largest decline over 3 years

-10.49%

-19.30%

+8.81%

Max Drawdown (5Y)

Largest decline over 5 years

-11.93%

-25.36%

+13.43%

Max Drawdown (10Y)

Largest decline over 10 years

-35.00%

Current Drawdown

Current decline from peak

-0.26%

-0.72%

+0.46%

Average Drawdown

Average peak-to-trough decline

-1.73%

-8.03%

+6.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.87%

1.93%

-1.06%

Volatility

PJAN vs. VTI - Volatility Comparison

The current volatility for Innovator U.S. Equity Power Buffer ETF - January (PJAN) is 1.07%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 2.96%. This indicates that PJAN experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PJANVTIDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.07%

2.96%

-1.89%

Volatility (6M)

Calculated over the trailing 6-month period

4.71%

9.13%

-4.42%

Volatility (1Y)

Calculated over the trailing 1-year period

5.81%

12.17%

-6.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.93%

17.40%

-8.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.60%

18.30%

-7.70%

PJAN vs. VTI - Expense Ratio Comparison

PJAN has a 0.79% expense ratio, which is higher than VTI's 0.03% expense ratio.


Dividends

PJAN vs. VTI - Dividend Comparison

PJAN has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.01%.


PositionTTM20252024202320222021202020192018201720162015
PJAN
Innovator U.S. Equity Power Buffer ETF - January
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VTI
Vanguard Total Stock Market ETF
1.01%1.12%1.27%1.44%1.66%1.21%1.42%1.78%2.04%1.71%1.92%1.98%

Frequently Asked Questions


With a correlation of 0.92, PJAN and VTI 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.

VTI has higher volatility (2.96%) compared to PJAN (1.07%). In terms of maximum drawdown, PJAN dropped -21.25% vs VTI's -55.45%.

On 5-year performance, VTI leads with 12.69% vs 8.92% for PJAN. On fees, VTI is cheaper at 0.03% per year. On volatility, PJAN has been the lower-risk option at 1.07%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, VTI has performed better with a 12.69% return vs 8.92%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VTI is cheaper with a 0.03% expense ratio, compared with 0.79% for PJAN.

VTI has the higher dividend yield at 1.01%, compared with 0.00% for PJAN.

PJAN is categorized as Defined Outcome, while VTI is Large Cap Blend Equities. PJAN tracks Cboe S&P 500 15% Buffer Protect January Series Index, while VTI tracks CRSP US Total Market Index. They also come from different issuers: Innovator and Vanguard. Their fees differ too: 0.79% for PJAN and 0.03% for VTI.

PJAN currently has the higher Sharpe Ratio (2.55 vs 2.33), 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.

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