TOCT vs. JULB
TOCT (Innovator Equity Defined Protection ETF - 2 Yr to October 2027) and JULB (Aptus July Buffer ETF) are both Defined Outcome funds. Both are actively managed. Their correlation of 0.84 means they have usually moved in the same direction. TOCT charges 0.79%/yr vs 0.25%/yr for JULB.
Performance
TOCT vs. JULB - Performance Comparison
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Returns By Period
In the year-to-date period, TOCT achieves a 2.24% return, which is significantly lower than JULB's 8.08% return.
TOCT
- 1D
- 0.11%
- 1M
- 0.27%
- 6M
- 1.94%
- YTD
- 2.24%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
JULB
- 1D
- 0.54%
- 1M
- 0.57%
- 6M
- 7.15%
- YTD
- 8.08%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $122.17K | $181.25K | $221.75K | |
| $37.22K | $581.51K | $248.85K |
TOCT vs. JULB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TOCT Innovator Equity Defined Protection ETF - 2 Yr to October 2027 | 2.24% | 0.67% |
JULB Aptus July Buffer ETF | 8.08% | 2.44% |
Correlation
The correlation between TOCT and JULB is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 14, 2025 | 0.84 |
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Return for Risk
TOCT vs. JULB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator Equity Defined Protection ETF - 2 Yr to October 2027 (TOCT) and Aptus July Buffer ETF (JULB). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
TOCT vs. JULB - Drawdown Comparison
The maximum TOCT drawdown since its inception was -2.02%, smaller than the maximum JULB drawdown of -5.24%. Use the drawdown chart below to compare losses from any high point for TOCT and JULB.
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Drawdown Indicators
| TOCT | JULB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.02% | -5.24% | +3.22% |
Current DrawdownCurrent decline from peak | -0.06% | -0.20% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -0.37% | -0.78% | +0.41% |
Volatility
TOCT vs. JULB - Volatility Comparison
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Volatility by Period
| TOCT | JULB | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 2.96% | 6.81% | -3.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.96% | 6.81% | -3.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.96% | 6.81% | -3.85% |
TOCT vs. JULB - Expense Ratio Comparison
TOCT has a 0.79% expense ratio, which is higher than JULB's 0.25% expense ratio.
Dividends
TOCT vs. JULB - Dividend Comparison
Neither TOCT nor JULB has paid dividends to shareholders.
Frequently Asked Questions
TOCT and JULB have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JULB is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JULB is cheaper with a 0.25% expense ratio, compared with 0.79% for TOCT.
TOCT and JULB have nearly identical dividend yields, around 0.00%.
They also come from different issuers: Innovator and Aptus. Their fees differ too: 0.79% for TOCT and 0.25% for JULB.
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