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VIXM vs. PJUL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VIXM vs. PJUL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares VIX Mid-Term Futures ETF (VIXM) and Innovator U.S. Equity Power Buffer ETF - July (PJUL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VIXM achieves a 1.31% return, which is significantly lower than PJUL's 4.74% return.


VIXM

1D
0.39%
1M
-2.34%
YTD
1.31%
6M
-2.83%
1Y
-8.35%
3Y*
-13.22%
5Y*
-13.49%
10Y*
-11.17%

PJUL

1D
0.10%
1M
1.44%
YTD
4.74%
6M
5.40%
1Y
15.32%
3Y*
13.95%
5Y*
10.49%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VIXM vs. PJUL - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
VIXM
ProShares VIX Mid-Term Futures ETF
1.31%5.60%-13.67%-44.83%-0.69%-16.70%72.38%-20.38%29.37%
PJUL
Innovator U.S. Equity Power Buffer ETF - July
4.74%12.78%13.76%19.87%-2.08%7.20%7.51%12.47%-4.45%

Correlation

The correlation between VIXM and PJUL is -0.73, 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

-0.73

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

-0.68

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

-0.71

Correlation (All Time)
Calculated using the full available price history since Aug 9, 2018

-0.70

The correlation between VIXM and PJUL has been stable across timeframes, ranging from -0.73 to -0.68 - a consistent structural relationship.

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Return for Risk

VIXM vs. PJUL — Risk / Return Rank

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

VIXM
VIXM Risk / Return Rank: 44
Overall Rank
VIXM Sharpe Ratio Rank: 55
Sharpe Ratio Rank
VIXM Sortino Ratio Rank: 55
Sortino Ratio Rank
VIXM Omega Ratio Rank: 44
Omega Ratio Rank
VIXM Calmar Ratio Rank: 44
Calmar Ratio Rank
VIXM Martin Ratio Rank: 44
Martin Ratio Rank

PJUL
PJUL Risk / Return Rank: 8787
Overall Rank
PJUL Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
PJUL Sortino Ratio Rank: 8989
Sortino Ratio Rank
PJUL Omega Ratio Rank: 9090
Omega Ratio Rank
PJUL Calmar Ratio Rank: 8181
Calmar Ratio Rank
PJUL Martin Ratio Rank: 9292
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.

VIXM vs. PJUL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares VIX Mid-Term Futures ETF (VIXM) and Innovator U.S. Equity Power Buffer ETF - July (PJUL). 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.


VIXMPJULDifference
Sharpe ratioReturn per unit of total volatility

-3.17

Sortino ratioReturn per unit of downside risk

-4.61

Omega ratioGain probability vs. loss probability

0.94

1.59

-0.65

Calmar ratioReturn relative to maximum drawdown

-0.55

4.22

-4.77

Martin ratioReturn relative to average drawdown

-0.96

23.24

-24.20

VIXM vs. PJUL - Sharpe Ratio Comparison

The current VIXM Sharpe Ratio is -0.44, which is lower than the PJUL Sharpe Ratio of 2.73. The chart below compares the historical Sharpe Ratios of VIXM and PJUL, 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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Sharpe Ratios by Period


VIXMPJULDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.44

2.73

-3.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.44

1.23

-1.67

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.55

0.90

-1.44

Drawdowns

VIXM vs. PJUL - Drawdown Comparison

The maximum VIXM drawdown since its inception was -96.23%, which is greater than PJUL's maximum drawdown of -18.17%. Use the drawdown chart below to compare losses from any high point for VIXM and PJUL.


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Drawdown Indicators


VIXMPJULDifference

Max Drawdown

Largest peak-to-trough decline

-96.23%

-18.17%

-78.06%

Max Drawdown (1Y)

Largest decline over 1 year

-15.22%

-3.64%

-11.58%

Max Drawdown (3Y)

Largest decline over 3 years

-41.41%

-10.69%

-30.72%

Max Drawdown (5Y)

Largest decline over 5 years

-63.40%

-10.69%

-52.71%

Max Drawdown (10Y)

Largest decline over 10 years

-75.72%

Current Drawdown

Current decline from peak

-95.75%

0.00%

-95.75%

Average Drawdown

Average peak-to-trough decline

-81.52%

-1.47%

-80.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.74%

0.66%

+8.08%

Volatility

VIXM vs. PJUL - Volatility Comparison

ProShares VIX Mid-Term Futures ETF (VIXM) has a higher volatility of 3.19% compared to Innovator U.S. Equity Power Buffer ETF - July (PJUL) at 0.42%. This indicates that VIXM's price experiences larger fluctuations and is considered to be riskier than PJUL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VIXMPJULDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.19%

0.42%

+2.77%

Volatility (6M)

Calculated over the trailing 6-month period

13.91%

3.89%

+10.02%

Volatility (1Y)

Calculated over the trailing 1-year period

18.98%

5.66%

+13.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.68%

8.60%

+22.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.90%

10.03%

+22.87%

VIXM vs. PJUL - Expense Ratio Comparison

VIXM has a 0.85% expense ratio, which is higher than PJUL's 0.79% expense ratio.


Dividends

VIXM vs. PJUL - Dividend Comparison

Neither VIXM nor PJUL has paid dividends to shareholders.


PositionTTM2025202420232022202120202019
PJUL
Innovator U.S. Equity Power Buffer ETF - July
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.82%
VIXM
ProShares VIX Mid-Term Futures ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


VIXM and PJUL have a correlation of -0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VIXM has higher volatility (3.19%) compared to PJUL (0.42%). In terms of maximum drawdown, VIXM dropped -96.23% vs PJUL's -18.17%.

On 5-year performance, PJUL leads with 10.49% vs -13.49% for VIXM. On fees, PJUL is cheaper at 0.79% per year. On volatility, PJUL has been the lower-risk option at 0.42%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, PJUL has performed better with a 10.49% return vs -13.49%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PJUL is cheaper with a 0.79% expense ratio, compared with 0.85% for VIXM.

VIXM and PJUL have nearly identical dividend yields, around 0.00%.

VIXM is categorized as Volatility, while PJUL is Defined Outcome. VIXM tracks S&P 500 VIX Mid-Term Futures Index, while PJUL tracks Cboe S&P 500 Buffer Protect Index July. They also come from different issuers: ProShares and Innovator. Their fees differ too: 0.85% for VIXM and 0.79% for PJUL.

PJUL currently has the higher Sharpe Ratio (2.73 vs -0.44), 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.

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