IJUL ranks 4th and QBIV 7th of 26 funds in the Developed International Buffer 15% Category.
IJUL vs QBIV
QBIV −0.11pt a year
0.85%0.74%
IJUL 30.9×the volume
44.8K1.45K
IJUL vs QBIV Performance
−1.3%−1.9%
- IJUL 0.85%
- QBIV 0.74%, better
- IJUL $256M
- QBIV $9M
- IJUL +9.7%
- QBIV
- IJUL 0.00%
- QBIV
- IJUL 3
- QBIV 3
- IJUL 44.8K sh, better
- QBIV 1.45K sh
- IJUL $35.98
- QBIV $26.57
ETF.net Grade
| Pillar | IJUL | QBIV |
|---|---|---|
| Cost | D38 | A78Higher |
| Mission | ||
| Risk | C52Higher | C47 |
| Tradability | A82Higher | F19 |
| Holdings | C52 | |
| Durability | A91Higher | F22 |
Rank among Developed International Buffer 15% funds
Same Category. IJUL and QBIV 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
QBIVC
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 QBIV 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 QBIV Cost
Overpaying IJUL vs QBIV
$1,892
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
IJUL 0.85%
$16,199
QBIV 0.74%
$14,307
Cost over time
Year by year
| Year | IJUL | QBIV | Overpaying |
|---|---|---|---|
| 10 | $1,508 | $1,319 | $189 |
| 20 | $5,706 | $5,015 | $691 |
| 30 | $16,199 | $14,307 | $1,892 |
- 0.85%IJUL
- 0.74%QBIV, cheaper
- Middle half of Developed International Buffer 15% funds
- Median 0.85%
QBIV 6th cheapest of 26 funds
IJUL 11th cheapest of 26 funds
IJUL vs QBIV Dividends
- IJUL 0.00%
- QBIV
- IJUL None
- QBIV None
Distribution history
IJUL vs QBIV Risk
Fall from peak · 5 years
Risk facts
- Volatility
- IJUL 7.4%QBIV
- Return per unit of risk
- IJUL 1.07QBIV
- Worst fall
- IJUL −14.6%QBIV
- Market sensitivity
- IJUL 0.46QBIV 0.22
Popular comparisons
- 0.85% · 0.69%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.74% · 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.
- 0.74% · 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.
- 0.74% · 0.85%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.