NJAN ranks 2nd and QMFE 14th of 15 funds in the Nasdaq-100 Buffer 15% Category.
NJAN vs QMFE
NJAN −0.11pt a year
0.79%0.90%
NJAN 2.9×the volume
14.3K4.9K
NJAN vs QMFE Performance
+11.0%+12.2%
- NJAN 0.79%, better
- QMFE 0.90%
- NJAN $333M
- QMFE $43M
- NJAN +11.0%
- QMFE +12.2%, better
- NJAN 3
- QMFE 3
- NJAN 14.3K sh, better
- QMFE 4.9K sh
- NJAN $59.79
- QMFE $24.63
ETF.net Grade
| Pillar | NJAN | QMFE |
|---|---|---|
| Cost | D39Higher | F5 |
| Mission | ||
| Risk | C49 | A75Higher |
| Tradability | A79Higher | C53 |
| Holdings | ||
| Durability | A87Higher | B56 |
Rank among Nasdaq-100 Buffer 15% funds
Same Category. NJAN and QMFE are both graded against the same 15 Nasdaq-100 Buffer 15% funds, so their Grades compare head to head.
Our read on each fund
NJANC
QMFED
In short
NJAN The January rung of Innovator's Nasdaq-100 ladder: hold a QQQ-linked stake, hand back the upside above a cap set each January, and get the first 15% of the year's losses absorbed. Big tech with the top and bottom sanded down.
Stated mandate
NJAN The fund seeks capped upside exposure to the Invesco QQQ Trust while protecting against the first 15% of losses during each approximately annual outcome period.
Why people hold it
Worth knowing
NJAN vs QMFE 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.
NJAN vs QMFE Cost
Overpaying QMFE vs NJAN
$1,866
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
NJAN 0.79%
$15,174
QMFE 0.90%
$17,040
Cost over time
Year by year
| Year | NJAN | QMFE | Overpaying |
|---|---|---|---|
| 10 | $1,405 | $1,593 | $188 |
| 20 | $5,331 | $6,015 | $684 |
| 30 | $15,174 | $17,040 | $1,866 |
- 0.79%NJAN, cheaper
- 0.90%QMFE
- Middle half of Nasdaq-100 Buffer 15% funds
- Median 0.79%
NJAN 8th cheapest of 15 funds
QMFE 13th cheapest of 15 funds
NJAN vs QMFE Dividends
- NJAN None
- QMFE None
Distribution history
NJAN vs QMFE Risk
Fall from peak · 5 years
Risk facts
- Volatility
- NJAN 7.1%QMFE 8.1%
- Return per unit of risk
- NJAN 1.20QMFE 1.21
- Worst fall
- NJAN −20.7%QMFE −11.8%
- Market sensitivity
- NJAN 0.44QMFE 0.59
NJAN and QMFE in the news
Popular comparisons
- 0.79% · 0.74%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.90% · 0.74%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.90% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.90% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
