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TFJL vs. BIL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TFJL vs. BIL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Innovator 20+ Year Treasury Bond 5 Floor ETF - Quarterly (TFJL) and SPDR Bloomberg 1-3 Month T-Bill ETF (BIL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TFJL achieves a -1.34% return, which is significantly lower than BIL's 1.67% return.


TFJL

1D
0.15%
1M
1.73%
YTD
-1.34%
6M
-1.61%
1Y
-1.74%
3Y*
-1.49%
5Y*
-3.56%
10Y*

BIL

1D
0.01%
1M
0.28%
YTD
1.67%
6M
1.76%
1Y
3.84%
3Y*
4.60%
5Y*
3.45%
10Y*
2.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TFJL vs. BIL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
TFJL
Innovator 20+ Year Treasury Bond 5 Floor ETF - Quarterly
-1.34%-0.81%-6.79%8.23%-17.17%-2.46%-2.00%
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
1.67%4.15%5.19%4.94%1.40%-0.10%-0.01%

Correlation

The correlation between TFJL and BIL is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.23

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

-0.08

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

-0.01

Correlation (All Time)
Calculated using the full available price history since Aug 18, 2020

-0.01

Over the past year, the inverse relationship between TFJL and BIL has strengthened: their correlation has moved from -0.01 to -0.23, meaning they now move in opposite directions more often than their long-term average.

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Return for Risk

TFJL vs. BIL — Risk / Return Rank

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

TFJL
TFJL Risk / Return Rank: 77
Overall Rank
TFJL Sharpe Ratio Rank: 77
Sharpe Ratio Rank
TFJL Sortino Ratio Rank: 66
Sortino Ratio Rank
TFJL Omega Ratio Rank: 66
Omega Ratio Rank
TFJL Calmar Ratio Rank: 77
Calmar Ratio Rank
TFJL Martin Ratio Rank: 77
Martin Ratio Rank

BIL
BIL Risk / Return Rank: 100100
Overall Rank
BIL Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
BIL Sortino Ratio Rank: 100100
Sortino Ratio Rank
BIL Omega Ratio Rank: 100100
Omega Ratio Rank
BIL Calmar Ratio Rank: 100100
Calmar Ratio Rank
BIL Martin Ratio Rank: 100100
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.

TFJL vs. BIL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Innovator 20+ Year Treasury Bond 5 Floor ETF - Quarterly (TFJL) and SPDR Bloomberg 1-3 Month T-Bill ETF (BIL). 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.


TFJLBILDifference
Sharpe ratioReturn per unit of total volatility

-19.53

Sortino ratioReturn per unit of downside risk

-172.91

Omega ratioGain probability vs. loss probability

0.97

87.16

-86.19

Calmar ratioReturn relative to maximum drawdown

-0.21

352.24

-352.45

Martin ratioReturn relative to average drawdown

-0.44

2,793.11

-2,793.55

TFJL vs. BIL - Sharpe Ratio Comparison

The current TFJL Sharpe Ratio is -0.21, which is lower than the BIL Sharpe Ratio of 19.32. The chart below compares the historical Sharpe Ratios of TFJL and BIL, 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

TFJL vs. BIL - Drawdown Comparison

The maximum TFJL drawdown since its inception was -25.45%, which is greater than BIL's maximum drawdown of -0.78%. Use the drawdown chart below to compare losses from any high point for TFJL and BIL.


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Drawdown Indicators


TFJLBILDifference

Max Drawdown

Largest peak-to-trough decline

-25.45%

-0.78%

-24.67%

Max Drawdown (1Y)

Largest decline over 1 year

-8.50%

-0.01%

-8.49%

Max Drawdown (3Y)

Largest decline over 3 years

-12.72%

-0.01%

-12.71%

Max Drawdown (5Y)

Largest decline over 5 years

-23.45%

-0.09%

-23.36%

Max Drawdown (10Y)

Largest decline over 10 years

-0.21%

Current Drawdown

Current decline from peak

-22.04%

0.00%

-22.04%

Average Drawdown

Average peak-to-trough decline

-15.07%

-0.26%

-14.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.01%

0.00%

+4.01%

Volatility

TFJL vs. BIL - Volatility Comparison

Innovator 20+ Year Treasury Bond 5 Floor ETF - Quarterly (TFJL) has a higher volatility of 2.05% compared to SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) at 0.07%. This indicates that TFJL's price experiences larger fluctuations and is considered to be riskier than BIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TFJLBILDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.05%

0.07%

+1.98%

Volatility (6M)

Calculated over the trailing 6-month period

5.82%

0.14%

+5.68%

Volatility (1Y)

Calculated over the trailing 1-year period

8.31%

0.20%

+8.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.38%

0.26%

+9.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.02%

0.26%

+8.76%

TFJL vs. BIL - Expense Ratio Comparison

TFJL has a 0.79% expense ratio, which is higher than BIL's 0.14% expense ratio.


Dividends

TFJL vs. BIL - Dividend Comparison

TFJL has not paid dividends to shareholders, while BIL's dividend yield for the trailing twelve months is around 3.85%.


PositionTTM2025202420232022202120202019201820172016
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
3.85%4.13%5.03%4.92%1.35%0.00%0.30%2.05%1.66%0.68%0.07%
TFJL
Innovator 20+ Year Treasury Bond 5 Floor ETF - Quarterly
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


TFJL and BIL have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TFJL has higher volatility (2.05%) compared to BIL (0.07%). In terms of maximum drawdown, TFJL dropped -25.45% vs BIL's -0.78%.

On 5-year performance, BIL leads with 3.45% vs -3.56% for TFJL. On fees, BIL is cheaper at 0.14% per year. On volatility, BIL has been the lower-risk option at 0.07%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, BIL has performed better with a 3.45% return vs -3.56%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BIL is cheaper with a 0.14% expense ratio, compared with 0.79% for TFJL.

BIL has the higher dividend yield at 3.85%, compared with 0.00% for TFJL.

TFJL is categorized as Defined Outcome, while BIL is Government Bonds. They also come from different issuers: Innovator and State Street. Their fees differ too: 0.79% for TFJL and 0.14% for BIL.

BIL currently has the higher Sharpe Ratio (19.32 vs -0.21), 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

Find the right allocation for TFJL and BIL

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