XOCT vs. JULQ
XOCT (FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - October) and JULQ (Innovator Premium Income 40 Barrier ETF - July) are both Options Trading funds. Both are actively managed. XOCT charges 0.85%/yr vs 0.79%/yr for JULQ.
Performance
XOCT vs. JULQ - Performance Comparison
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Returns By Period
XOCT
- 1D
- 0.04%
- 1M
- 1.39%
- YTD
- 4.40%
- 6M
- 5.26%
- 1Y
- 12.73%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JULQ
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XOCT vs. JULQ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
XOCT FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - October | 3.69% |
JULQ Innovator Premium Income 40 Barrier ETF - July | 0.00% |
XOCT vs. JULQ - Sectors Allocation Comparison
Sectors
XOCT
JULQ
Technology
Financial Services
Communication Services
Consumer Cyclical
Healthcare
Industrials
Consumer Defensive
Energy
Utilities
Real Estate
Basic Materials
Technology
XOCT
JULQ
Financial Services
XOCT
JULQ
Communication Services
XOCT
JULQ
Consumer Cyclical
XOCT
JULQ
Healthcare
XOCT
JULQ
Industrials
XOCT
JULQ
Consumer Defensive
XOCT
JULQ
Energy
XOCT
JULQ
Utilities
XOCT
JULQ
Real Estate
XOCT
JULQ
Basic Materials
XOCT
JULQ
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Return for Risk
XOCT vs. JULQ — Risk / Return Rank
XOCT
JULQ
XOCT vs. JULQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - October (XOCT) 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.
| XOCT | JULQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.69 | — | — |
Sortino ratioReturn per unit of downside risk | 4.02 | — | — |
Omega ratioGain probability vs. loss probability | 1.60 | — | — |
Calmar ratioReturn relative to maximum drawdown | 3.56 | — | — |
Martin ratioReturn relative to average drawdown | 19.29 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XOCT | JULQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.69 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.53 | — | — |
Drawdowns
XOCT vs. JULQ - Drawdown Comparison
The maximum XOCT drawdown since its inception was -10.00%, which is greater than JULQ's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for XOCT and JULQ.
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Drawdown Indicators
| XOCT | JULQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.00% | 0.00% | -10.00% |
Max Drawdown (1Y)Largest decline over 1 year | -3.63% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -0.52% | 0.00% | -0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.67% | — | — |
Volatility
XOCT vs. JULQ - Volatility Comparison
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Volatility by Period
| XOCT | JULQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.63% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.89% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.76% | 0.00% | +4.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.98% | 0.00% | +6.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.98% | 0.00% | +6.98% |
XOCT vs. JULQ - Expense Ratio Comparison
XOCT has a 0.85% expense ratio, which is higher than JULQ's 0.79% expense ratio.
Dividends
XOCT vs. JULQ - Dividend Comparison
Neither XOCT nor JULQ has paid dividends to shareholders.
Frequently Asked Questions
On fees, JULQ is cheaper at 0.79% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JULQ is cheaper with a 0.79% expense ratio, compared with 0.85% for XOCT.
XOCT and JULQ have nearly identical dividend yields, around 0.00%.
They also come from different issuers: FT Vest and Innovator. Their fees differ too: 0.85% for XOCT and 0.79% for JULQ.
Find the right allocation for XOCT and JULQ
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