BAUG vs MBCC

Comparison between Innovator U.S. Equity Buffer ETF - August (BAUG, ETF) and MONARCH BLUE CHIPS CORE INDEX ETF (MBCC, ETF).

BAUG vs MBCC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAUG(ETF)	MBCC(ETF)
Net Assets	$196M	$196M
Expense Ratio	0.79%	1.01%
Max Drawdown	24.19%	N/A
Sharpe Ratio	1.44	0.00
5Y Beta	0.65	0.00
P/E Ratio	N/A	36.40
Forward P/E	N/A	26.00
PEG Ratio	N/A	0.70
5Y EPS CAGR	N/A	20.22%
Debt to Equity	N/A	-39.22%
P/S Ratio	N/A	6.39
P/B Ratio	N/A	8.30

Net Assets

BAUG

$196M

Winner

MBCC

$196M

Expense Ratio

Winner

BAUG

0.79%

MBCC

1.01%

Max Drawdown

BAUG

24.19%

MBCC

N/A

Sharpe Ratio

Winner

BAUG

1.44

MBCC

0.00

5Y Beta

BAUG

0.65

Winner

MBCC

0.00

P/E Ratio

BAUG

N/A

MBCC

36.40

Forward P/E

BAUG

N/A

MBCC

26.00

PEG Ratio

BAUG

N/A

MBCC

0.70

5Y EPS CAGR

BAUG

N/A

MBCC

20.22%

Debt to Equity

BAUG

N/A

MBCC

-39.22%

P/S Ratio

BAUG

N/A

MBCC

6.39

P/B Ratio

BAUG

N/A

MBCC

8.30

BAUG vs MBCC - Historical Returns

Returns include dividend reinvestment.

Period	BAUG	MBCC
1 month	+1.10%	+0.00%
3 months	+4.84%	N/A
6 months	+7.45%	N/A
1 year	+15.37%	N/A
5 years(CAGR)	+11.33%	N/A
Max(CAGR)	+11.69%	+0.00%

Winner

BAUG

+1.10%

MBCC

+0.00%

BAUG

+4.84%

MBCC

N/A

BAUG

+7.45%

MBCC

N/A

BAUG

+15.37%

MBCC

N/A

5Y(CAGR)

BAUG

+11.33%

MBCC

N/A

Max(CAGR)

Winner

BAUG

+11.69%

MBCC

+0.00%

BAUG vs MBCC - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	BAUG	MBCC
2026	+7.86%	+0.00%
2025	+14.87%	N/A
2024	+21.85%	N/A
2023	+20.41%	N/A
2022	-10.53%	N/A
2021	+13.11%	N/A
2020	+11.43%	N/A
2019	+6.33%	N/A

BAUG vs MBCC Drawdown Comparison

The maximum drawdown for BAUG was -24.19%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.

Rank	BAUG	MBCC
#1	-24.19% Feb 19, 2020 - Jul 22, 2020	N/A
#2	-15.59% Jan 4, 2022 - Jun 30, 2023	N/A
#3	-13.78% Feb 19, 2025 - Jun 24, 2025	N/A
#4	-7.48% Jul 31, 2023 - Nov 22, 2023	N/A
#5	-5.66% Feb 25, 2026 - Apr 13, 2026	N/A
#6	-5.38% Sep 2, 2020 - Nov 9, 2020	N/A
#7	-4.10% Mar 28, 2024 - May 10, 2024	N/A
#8	-3.95% Jul 31, 2024 - Aug 15, 2024	N/A
#9	-3.15% Aug 30, 2021 - Oct 20, 2021	N/A
#10	-3.11% Aug 1, 2019 - Sep 5, 2019	N/A
#11	-3.02% Oct 28, 2025 - Dec 3, 2025	N/A
#12	-2.82% Aug 30, 2024 - Sep 16, 2024	N/A
#13	-2.75% Sep 12, 2019 - Oct 24, 2019	N/A
#14	-2.54% Nov 16, 2021 - Dec 10, 2021	N/A
#15	-2.22% Dec 6, 2024 - Jan 21, 2025	N/A