AFIX vs UMAR
Comparison between ALLSPRING BROAD MARKET CORE BOND ETF (AFIX, ETF) and Innovator U.S. Equity Ultra Buffer ETF - March (UMAR, ETF).
AFIX vs UMAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AFIX
$211M
UMAR
$211M
Expense Ratio
Winner
AFIX
0.20%
UMAR
0.79%
Max Drawdown
Winner
AFIX
4.17%
UMAR
11.08%
Sharpe Ratio
AFIX
0.27
Winner
UMAR
1.85
5Y Beta
Winner
AFIX
0.04
UMAR
0.40
AFIX vs UMAR - Historical Returns
Returns include dividend reinvestment.
1M
AFIX
-0.25%
Winner
UMAR
+0.55%
3M
AFIX
-1.17%
Winner
UMAR
+3.32%
6M
AFIX
+0.29%
Winner
UMAR
+5.53%
1Y
AFIX
+4.96%
Winner
UMAR
+13.66%
5Y(CAGR)
AFIX
N/A
UMAR
+7.62%
Max(CAGR)
AFIX
+3.79%
Winner
UMAR
+7.65%
AFIX vs UMAR - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | AFIX | UMAR |
|---|---|---|
| 2026 | +0.10% | +4.78% |
| 2025 | +7.52% | +11.95% |
| 2024 | -1.67% | +12.99% |
| 2023 | N/A | +12.52% |
| 2022 | N/A | -5.42% |
| 2021 | N/A | +7.50% |
| 2020 | N/A | +5.16% |
AFIX vs UMAR Drawdown Comparison
The maximum drawdown for AFIX was -3.33%, occurring on Jan 13, 2025. Recovery took 52 trading sessions.
The maximum drawdown for UMAR was -11.08%, occurring on Mar 23, 2020. Recovery took 63 trading sessions.
The current AFIX drawdown is -2.16%. The current UMAR drawdown is -0.92%.
| Rank | AFIX | UMAR |
|---|---|---|
| #1 | -3.33% Dec 6, 2024 - Feb 25, 2025 | -11.08% Mar 4, 2020 - Jun 3, 2020 |
| #2 | -3.10% Feb 27, 2026 - May 19, 2026 | -8.72% Mar 29, 2022 - Jul 31, 2023 |
| #3 | -2.81% Apr 4, 2025 - Jun 26, 2025 | -7.41% Feb 28, 2025 - May 15, 2025 |
| #4 | -1.08% Oct 28, 2025 - Nov 26, 2025 | -4.29% Sep 14, 2023 - Nov 10, 2023 |
| #5 | -1.07% Mar 3, 2025 - Apr 1, 2025 | -4.27% Jul 16, 2024 - Aug 19, 2024 |
| #6 | -0.96% Jun 30, 2025 - Jul 29, 2025 | -3.61% Feb 27, 2026 - Apr 13, 2026 |
| #7 | -0.89% Nov 26, 2025 - Jan 14, 2026 | -2.97% Mar 28, 2024 - May 14, 2024 |
| #8 | -0.71% Jan 14, 2026 - Feb 5, 2026 | -2.44% Jun 5, 2020 - Jul 16, 2020 |
| #9 | -0.69% Sep 15, 2025 - Oct 10, 2025 | -2.20% Aug 30, 2024 - Sep 16, 2024 |
| #10 | -0.58% Aug 13, 2025 - Aug 26, 2025 | -2.07% Mar 2, 2022 - Mar 18, 2022 |
| #11 | -0.36% Aug 6, 2025 - Aug 13, 2025 | -1.88% Sep 2, 2020 - Oct 12, 2020 |
| #12 | -0.34% Aug 28, 2025 - Sep 3, 2025 | -1.86% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -0.30% Jun 26, 2025 - Jun 30, 2025 | -1.58% Jul 31, 2023 - Aug 31, 2023 |
| #14 | -0.27% Jul 29, 2025 - Aug 1, 2025 | -1.51% Nov 11, 2025 - Nov 26, 2025 |
| #15 | -0.24% Oct 22, 2025 - Oct 28, 2025 | -1.31% Mar 1, 2021 - Mar 11, 2021 |
Correlation
Correlation between AFIX and UMAR is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Select Stocks to Compare
Popular: AFIX vs SPYUMAR vs SPY
More Comparisons
Compare with similar stocks