TJUL vs. HEQT

In the year-to-date period, TJUL achieves a 1.65% return, which is significantly higher than HEQT's -1.94% return.

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TJUL has a 0.79% expense ratio, which is higher than HEQT's 0.53% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Innovator Equity Defined Protection ETF – 2 Yr to July 2025 (TJUL) and Simplify Hedged Equity ETF (HEQT). 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.

The current TJUL Sharpe Ratio is 1.30, which is higher than the HEQT Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of TJUL and HEQT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TJUL has not paid dividends to shareholders, while HEQT's dividend yield for the trailing twelve months is around 1.25%.

The maximum TJUL drawdown since its inception was -4.61%, smaller than the maximum HEQT drawdown of -11.51%. Use the drawdown chart below to compare losses from any high point for TJUL and HEQT. For additional features, visit the drawdowns tool.

Innovator Equity Defined Protection ETF – 2 Yr to July 2025 (TJUL) and Simplify Hedged Equity ETF (HEQT) have volatilities of 2.42% and 2.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.