IJUL ranks 4th and JULI 4th of 26 funds in the Developed International Buffer 15% Category.
IJUL vs JULI
JULI −0.06pt a year
0.85%0.79%
IJUL 9.2×the volume
44.8K4.89K
IJUL vs JULI Performance
−1.3%−2.0%
- IJUL 0.85%
- JULI 0.79%, better
- IJUL $256M
- JULI $7M
- IJUL +9.7%
- JULI
- IJUL 0.00%
- JULI
- IJUL 3
- JULI 3
- IJUL 44.8K sh, better
- JULI 4.89K sh
- IJUL $35.98
- JULI $24.77
ETF.net Grade
| Pillar | IJUL | JULI |
|---|---|---|
| Cost | D38 | B68Higher |
| Mission | ||
| Risk | C52 | B69Higher |
| Tradability | A82Higher | D28 |
| Holdings | B67 | |
| Durability | A91Higher | F17 |
Rank among Developed International Buffer 15% funds
Same Category. IJUL and JULI are both graded against the same 26 Developed International Buffer 15% funds, so their Grades compare head to head.
Our read on each fund
IJULB
JULIB
In short
IJUL Most buffer ETFs babysit the S&P 500. IJUL points the same 15% downside cushion at developed markets outside the US, tracking an EAFE index fund up to a cap over a one-year outcome period that restarts each July.
Stated mandate
IJUL The fund seeks to track the return of the iShares MSCI EAFE ETF (EFA) up to a predetermined cap while protecting against the first 15% of losses during the outcome period.
Why people hold it
Worth knowing
IJUL vs JULI Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
IJUL vs JULI Cost
Overpaying IJUL vs JULI
$1,025
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
IJUL 0.85%
$16,199
JULI 0.79%
$15,174
Cost over time
Year by year
| Year | IJUL | JULI | Overpaying |
|---|---|---|---|
| 10 | $1,508 | $1,405 | $103 |
| 20 | $5,706 | $5,331 | $375 |
| 30 | $16,199 | $15,174 | $1,025 |
- 0.85%IJUL
- 0.79%JULI, cheaper
- Middle half of Developed International Buffer 15% funds
- Median 0.85%
JULI 8th cheapest of 26 funds
IJUL 11th cheapest of 26 funds
IJUL vs JULI Dividends
- IJUL 0.00%
- JULI
- IJUL None
- JULI None
Distribution history
IJUL vs JULI Risk
Fall from peak · 5 years
Risk facts
- Volatility
- IJUL 7.4%JULI
- Return per unit of risk
- IJUL 1.07JULI
- Worst fall
- IJUL −14.6%JULI
- Market sensitivity
- IJUL 0.46JULI 0.00
Popular comparisons
- 0.85% · 0.69%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.69%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.74%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.74%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.85%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.85%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.