BDEC vs FT

Comparison between Innovator U.S. Equity Buffer ETF - December (BDEC, ETF) and Franklin Universal Trust (FT, ETF).

5-Year PerformanceBDEC has outperformed FT, delivering a return of +10.1% compared to +5.7%

BDEC vs FT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BDEC(ETF)	FT(ETF)
Net Assets	$218M	$218M
Expense Ratio	0.79%	N/A
Max Drawdown	25.60%	65.18%
Sharpe Ratio	1.34	0.14
5Y Beta	0.66	0.29
5Y Dividends CAGR	N/A	4.18%

Net Assets

Winner

BDEC

$218M

Expense Ratio

BDEC

0.79%

N/A

Max Drawdown

Winner

BDEC

25.60%

65.18%

Sharpe Ratio

Winner

BDEC

1.34

0.14

5Y Beta

BDEC

0.66

Winner

0.29

5Y Dividends CAGR

BDEC

N/A

4.18%

BDEC vs FT - Historical Returns

Returns include dividend reinvestment.

Period	BDEC	FT
1 month	+2.77%	-2.46%
3 months	+2.66%	-2.16%
6 months	+8.49%	-3.12%
1 year	+17.21%	+4.68%
5 years(CAGR)	+10.10%	+5.67%
10 years(CAGR)	N/A	+7.84%
Max(CAGR)	+11.43%	+7.17%

Winner

BDEC

+2.77%

-2.46%

Winner

BDEC

+2.66%

-2.16%

Winner

BDEC

+8.49%

-3.12%

Winner

BDEC

+17.21%

+4.68%

5Y(CAGR)

Winner

BDEC

+10.10%

+5.67%

10Y(CAGR)

BDEC

N/A

+7.84%

Max(CAGR)

Winner

BDEC

+11.43%

+7.17%

BDEC vs FT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BDEC	FT
2026	+9.85%	+1.07%
2025	+15.13%	+16.44%
2024	+12.85%	+17.47%
2023	+20.26%	+4.51%
2022	-9.52%	-13.44%
2021	+16.72%	+21.55%
2020	+12.85%	+1.47%
2019	+2.40%	+30.84%
2018	N/A	-5.40%
2017	N/A	+13.25%
2016	N/A	+24.94%
2015	N/A	-12.94%
2014	N/A	+10.27%
2013	N/A	+3.10%
2012	N/A	+12.59%
2011	N/A	+13.70%
2010	N/A	+17.58%
2009	N/A	+59.78%
2008	N/A	-40.85%
2007	N/A	+7.05%
2006	N/A	+21.52%
2005	N/A	+10.02%
2004	N/A	+10.93%
2003	N/A	+21.38%
2002	N/A	-29.73%
2001	N/A	+16.33%
2000	N/A	+12.12%
1999	N/A	-14.17%

BDEC vs FT Drawdown Comparison

The maximum drawdown for BDEC was -25.60%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.

The maximum drawdown for FT was -54.80%, occurring on Nov 20, 2008. Recovery took 708 trading sessions.

The current BDEC drawdown is -0.59%. The current FT drawdown is -4.21%.

Rank	BDEC	FT
#1	-25.60% Feb 19, 2020 - Aug 6, 2020	-54.80% May 16, 2007 - Mar 9, 2010
#2	-16.44% Jan 4, 2022 - Jun 12, 2023	-40.90% Feb 21, 2020 - May 3, 2021
#3	-13.95% Feb 19, 2025 - Jun 24, 2025	-40.83% Apr 15, 2002 - May 16, 2006
#4	-9.02% Jul 31, 2023 - Dec 1, 2023	-23.17% Dec 28, 2021 - Jul 31, 2024
#5	-6.52% Jan 28, 2026 - Apr 14, 2026	-22.90% Nov 5, 1999 - Jan 3, 2001
#6	-4.64% Oct 12, 2020 - Nov 6, 2020	-22.53% Mar 24, 2015 - May 26, 2016
#7	-4.28% Sep 2, 2020 - Oct 9, 2020	-18.10% Mar 9, 2001 - Nov 28, 2001
#8	-4.08% Jul 16, 2024 - Aug 16, 2024	-13.30% May 20, 2013 - Apr 16, 2014
#9	-3.84% Nov 11, 2025 - Nov 26, 2025	-12.55% Jul 7, 2011 - Oct 21, 2011
#10	-2.83% Dec 6, 2024 - Jan 22, 2025	-12.20% Sep 26, 2012 - Jan 29, 2013
#11	-2.79% Mar 28, 2024 - May 7, 2024	-10.78% Dec 6, 2017 - Feb 25, 2019
#12	-2.61% Jan 20, 2021 - Feb 8, 2021	-9.94% Apr 29, 2010 - Jul 20, 2010
#13	-2.46% Jun 2, 2026 - Jul 6, 2026	-9.44% Jul 22, 2016 - Jan 17, 2017
#14	-2.43% Feb 24, 2021 - Mar 11, 2021	-8.76% Mar 3, 2025 - Jun 12, 2025
#15	-2.24% May 7, 2021 - May 27, 2021	-7.68% Nov 3, 2014 - Jan 16, 2015