JULH vs BOXA
Comparison between Innovator Premium Income 20 Barrier ETF - July (JULH, ETF) and ALPHA ARCHITECT AGGREGATE BOND ETF (BOXA, ETF).
JULH vs BOXA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JULH
$17M
BOXA
$17M
Expense Ratio
JULH
0.79%
Winner
BOXA
0.23%
Max Drawdown
JULH
7.52%
Winner
BOXA
3.22%
Sharpe Ratio
Winner
JULH
0.46
BOXA
-0.03
5Y Beta
JULH
0.26
Winner
BOXA
0.03
JULH vs BOXA - Historical Returns
Returns include dividend reinvestment.
1M
JULH
+0.34%
Winner
BOXA
+0.39%
3M
Winner
JULH
+2.00%
BOXA
-0.03%
6M
Winner
JULH
+1.18%
BOXA
+0.37%
1Y
Winner
JULH
+5.09%
BOXA
+3.04%
Max(CAGR)
Winner
JULH
+6.51%
BOXA
+3.73%
JULH vs BOXA - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JULH | BOXA |
|---|---|---|
| 2026 | +2.27% | +0.14% |
| 2025 | +5.42% | +5.41% |
| 2024 | +7.03% | +0.02% |
| 2023 | +4.43% | N/A |
JULH vs BOXA Drawdown Comparison
The maximum drawdown for JULH was -5.51%, occurring on Apr 8, 2025. Recovery took 23 trading sessions.
The maximum drawdown for BOXA was -3.22%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current BOXA drawdown is -1.72%.
| Rank | JULH | BOXA |
|---|---|---|
| #1 | -5.51% Mar 24, 2025 - Apr 25, 2025 | -3.22% Feb 27, 2026 - May 19, 2026 |
| #2 | -2.76% Jul 16, 2024 - Aug 14, 2024 | -2.26% Apr 4, 2025 - Jun 26, 2025 |
| #3 | -1.77% Sep 14, 2023 - Nov 2, 2023 | -1.23% Jun 30, 2025 - Aug 1, 2025 |
| #4 | -1.72% Dec 30, 2025 - Apr 24, 2026 | -1.16% Dec 20, 2024 - Jan 21, 2025 |
| #5 | -1.17% Aug 30, 2024 - Sep 13, 2024 | -1.04% Oct 22, 2025 - Nov 26, 2025 |
| #6 | -0.93% Nov 11, 2025 - Nov 26, 2025 | -1.03% Mar 3, 2025 - Apr 1, 2025 |
| #7 | -0.76% Aug 1, 2023 - Aug 29, 2023 | -0.95% Feb 5, 2025 - Feb 21, 2025 |
| #8 | -0.71% Feb 19, 2025 - Mar 19, 2025 | -0.81% Sep 15, 2025 - Oct 13, 2025 |
| #9 | -0.64% Oct 8, 2025 - Oct 20, 2025 | -0.77% Nov 26, 2025 - Feb 5, 2026 |
| #10 | -0.62% Dec 4, 2024 - Dec 24, 2024 | -0.52% Aug 13, 2025 - Aug 26, 2025 |
| #11 | -0.49% Oct 18, 2024 - Nov 6, 2024 | -0.43% Sep 8, 2025 - Sep 11, 2025 |
| #12 | -0.40% Oct 27, 2025 - Nov 10, 2025 | -0.38% Aug 28, 2025 - Sep 4, 2025 |
| #13 | -0.38% Jul 3, 2023 - Jul 11, 2023 | -0.33% Jan 21, 2025 - Jan 27, 2025 |
| #14 | -0.38% Sep 30, 2024 - Oct 11, 2024 | -0.32% Aug 5, 2025 - Aug 13, 2025 |
| #15 | -0.37% Dec 13, 2023 - Dec 19, 2023 | -0.32% Jun 26, 2025 - Jun 30, 2025 |
Correlation
Correlation between JULH and BOXA is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2023 - 2026)
JULH vs BOXA dividend yield comparison.
| Year | JULH | BOXA |
|---|---|---|
| 2026 | 1.59% | 0.00% |
| 2025 | 5.31% | 0.13% |
| 2024 | 6.89% | 0.00% |
| 2023 | 3.67% | 0.00% |
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