TOS vs. UJUN

Last updated Jun 6, 2026

TOS (Twin Oak Strategic Solutions ETF) and UJUN (Innovator U.S. Equity Ultra Buffer ETF - June) are both Large Cap Blend Equities funds. TOS is actively managed, while UJUN is passively managed. A 0.60 correlation means they provide meaningful diversification when combined. TOS charges 0.76%/yr vs 0.79%/yr for UJUN.

Performance

TOS vs. UJUN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Twin Oak Strategic Solutions ETF (TOS) and Innovator U.S. Equity Ultra Buffer ETF - June (UJUN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

TOS

• 1D: -4.55%
• 1M: -0.53%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

UJUN

• 1D: -1.24%
• 1M: -0.77%
• YTD: 2.18%
• 6M: 2.75%
• 1Y: 9.45%
• 3Y*: 10.78%
• 5Y*: 6.14%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

TOS vs. UJUN - Yearly Performance Comparison

	2026 (YTD)
TOS Twin Oak Strategic Solutions ETF	14.23%
UJUN Innovator U.S. Equity Ultra Buffer ETF - June	1.49%

Correlation

The correlation between TOS and UJUN is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jan 29, 2026	0.60

Return for Risk

TOS vs. UJUN — Risk / Return Rank

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

UJUN

UJUN Risk / Return Rank: 79
UJUN Sharpe Ratio Rank: 71
UJUN Sortino Ratio Rank: 75
UJUN Omega Ratio Rank: 86
UJUN Calmar Ratio Rank: 70
UJUN Martin Ratio Rank: 91

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.

TOS vs. UJUN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Twin Oak Strategic Solutions ETF (TOS) and Innovator U.S. Equity Ultra Buffer ETF - June (UJUN). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	TOS	UJUN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.18	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.74	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.74	0.75	+0.99

Drawdowns

TOS vs. UJUN - Drawdown Comparison

The maximum TOS drawdown since its inception was -11.72%, smaller than the maximum UJUN drawdown of -13.73%. Use the drawdown chart below to compare losses from any high point for TOS and UJUN.

Drawdown Indicators

	TOS	UJUN	Difference
Max Drawdown Largest peak-to-trough decline	-11.72%	-13.73%	+2.01%
Max Drawdown (1Y) Largest decline over 1 year	—	-2.84%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-11.24%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-11.96%	—
Current Drawdown Current decline from peak	-5.20%	-1.39%	-3.81%
Average Drawdown Average peak-to-trough decline	-2.57%	-2.06%	-0.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.47%	—

Volatility

Volatility by Period

	TOS	UJUN	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.34%	—
Volatility (6M) Calculated over the trailing 6-month period	—	3.49%	—
Volatility (1Y) Calculated over the trailing 1-year period	26.41%	4.36%	+22.05%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.41%	8.34%	+18.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.41%	8.78%	+17.63%

TOS vs. UJUN - Expense Ratio Comparison

TOS has a 0.76% expense ratio, which is lower than UJUN's 0.79% expense ratio.

Dividends

TOS vs. UJUN - Dividend Comparison

Neither TOS nor UJUN has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
TOS Twin Oak Strategic Solutions ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
UJUN Innovator U.S. Equity Ultra Buffer ETF - June	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	3.89%

Frequently Asked Questions

Can I hold both TOS and UJUN in my portfolio?

TOS and UJUN have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, TOS or UJUN?

On fees, TOS is cheaper at 0.76% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, TOS or UJUN?

TOS is cheaper with a 0.76% expense ratio, compared with 0.79% for UJUN.

Which ETF pays a higher dividend yield, TOS or UJUN?

TOS and UJUN have nearly identical dividend yields, around 0.00%.

What is the main difference between TOS and UJUN?

They also come from different issuers: Twin Oak ETF Company and Innovator. Their fees differ too: 0.76% for TOS and 0.79% for UJUN.