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XDOC vs. JULQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XDOC vs. JULQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Innovator U.S. Equity Accelerated ETF - October (XDOC) and Innovator Premium Income 40 Barrier ETF - July (JULQ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


XDOC

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

JULQ

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XDOC vs. JULQ - Yearly Performance Comparison


XDOC vs. JULQ - Sectors Allocation Comparison


Sectors
XDOC
JULQ

Technology

35.4%
31.7%

Financial Services

13.3%
14.0%

Consumer Cyclical

10.7%
10.4%

Communication Services

10.6%
9.5%

Healthcare

8.7%
10.9%

Industrials

7.5%
7.7%

Consumer Defensive

4.9%
6.2%

Energy

3.0%
3.2%

Utilities

2.4%
2.6%

Real Estate

1.9%
2.3%

Basic Materials

1.6%
1.8%

Technology

XDOC
35.4%
JULQ
31.7%

Financial Services

XDOC
13.3%
JULQ
14.0%

Consumer Cyclical

XDOC
10.7%
JULQ
10.4%

Communication Services

XDOC
10.6%
JULQ
9.5%

Healthcare

XDOC
8.7%
JULQ
10.9%

Industrials

XDOC
7.5%
JULQ
7.7%

Consumer Defensive

XDOC
4.9%
JULQ
6.2%

Energy

XDOC
3.0%
JULQ
3.2%

Utilities

XDOC
2.4%
JULQ
2.6%

Real Estate

XDOC
1.9%
JULQ
2.3%

Basic Materials

XDOC
1.6%
JULQ
1.8%

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Return for Risk

XDOC vs. JULQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Innovator U.S. Equity Accelerated ETF - October (XDOC) and Innovator Premium Income 40 Barrier ETF - July (JULQ). 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.

XDOC vs. JULQ - Sharpe Ratio Comparison


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Drawdowns

XDOC vs. JULQ - Drawdown Comparison

The maximum XDOC drawdown since its inception was 0.00%, which is greater than JULQ's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for XDOC and JULQ.


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Drawdown Indicators


XDOCJULQDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

0.00%

0.00%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

0.00%

0.00%

0.00%

Volatility

XDOC vs. JULQ - Volatility Comparison


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Volatility by Period


XDOCJULQDifference

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

0.00%

0.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

0.00%

0.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

0.00%

0.00%

XDOC vs. JULQ - Expense Ratio Comparison

Both XDOC and JULQ have an expense ratio of 0.79%.


Dividends

XDOC vs. JULQ - Dividend Comparison

Neither XDOC nor JULQ has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


Both ETFs have the same 0.79% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

XDOC and JULQ have the same expense ratio: 0.79% per year.

XDOC and JULQ have nearly identical dividend yields, around 0.00%.

Portfolio Optimizer

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