PJUL vs. VFMF
Compare and contrast key facts about Innovator U.S. Equity Power Buffer ETF - July (PJUL) and Vanguard U.S. Multifactor ETF (VFMF).
PJUL and VFMF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PJUL is a passively managed fund by Innovator that tracks the performance of the Cboe S&P 500 Buffer Protect Index July. It was launched on Aug 8, 2018. VFMF is managed by Vanguard. It was launched on Feb 13, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PJUL or VFMF.
Correlation
The correlation between PJUL and VFMF is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PJUL vs. VFMF - Performance Comparison
Key characteristics
PJUL:
2.14
VFMF:
1.07
PJUL:
2.91
VFMF:
1.59
PJUL:
1.44
VFMF:
1.20
PJUL:
3.02
VFMF:
1.88
PJUL:
16.03
VFMF:
4.76
PJUL:
0.83%
VFMF:
3.41%
PJUL:
6.22%
VFMF:
15.12%
PJUL:
-18.17%
VFMF:
-41.34%
PJUL:
-0.14%
VFMF:
-3.47%
Returns By Period
In the year-to-date period, PJUL achieves a 2.28% return, which is significantly lower than VFMF's 4.06% return.
PJUL
2.28%
0.79%
6.42%
13.44%
9.29%
N/A
VFMF
4.06%
-0.43%
8.04%
17.39%
13.22%
N/A
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PJUL vs. VFMF - Expense Ratio Comparison
PJUL has a 0.79% expense ratio, which is higher than VFMF's 0.18% expense ratio.
Risk-Adjusted Performance
PJUL vs. VFMF — Risk-Adjusted Performance Rank
PJUL
VFMF
PJUL vs. VFMF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator U.S. Equity Power Buffer ETF - July (PJUL) and Vanguard U.S. Multifactor ETF (VFMF). 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.
Dividends
PJUL vs. VFMF - Dividend Comparison
PJUL has not paid dividends to shareholders, while VFMF's dividend yield for the trailing twelve months is around 1.54%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
PJUL Innovator U.S. Equity Power Buffer ETF - July | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.82% | 0.00% |
VFMF Vanguard U.S. Multifactor ETF | 1.54% | 1.61% | 1.78% | 2.21% | 1.39% | 1.56% | 1.61% | 1.22% |
Drawdowns
PJUL vs. VFMF - Drawdown Comparison
The maximum PJUL drawdown since its inception was -18.17%, smaller than the maximum VFMF drawdown of -41.34%. Use the drawdown chart below to compare losses from any high point for PJUL and VFMF. For additional features, visit the drawdowns tool.
Volatility
PJUL vs. VFMF - Volatility Comparison
The current volatility for Innovator U.S. Equity Power Buffer ETF - July (PJUL) is 1.29%, while Vanguard U.S. Multifactor ETF (VFMF) has a volatility of 2.82%. This indicates that PJUL experiences smaller price fluctuations and is considered to be less risky than VFMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.