BFOR vs BSEP

Comparison between BARRON'S 400 ETF (BFOR, ETF) and Innovator U.S. Equity Buffer ETF - September (BSEP, ETF).

5-Year PerformanceBFOR has outperformed BSEP, delivering a return of +10.6% compared to +10.6%

BFOR vs BSEP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BFOR(ETF)	BSEP(ETF)
Net Assets	$215M	$215M
Expense Ratio	0.65%	0.79%
Max Drawdown	42.22%	23.98%
Sharpe Ratio	1.24	1.75
5Y Beta	0.97	0.63
P/E Ratio	17.03	N/A
Forward P/E	15.36	N/A
5Y Dividends CAGR	27.51%	N/A
5Y EPS CAGR	22.23%	N/A
P/S Ratio	2.35	N/A
P/B Ratio	3.25	N/A

Net Assets

Winner

BFOR

$215M

BSEP

$215M

Expense Ratio

Winner

BFOR

0.65%

BSEP

0.79%

Max Drawdown

BFOR

42.22%

Winner

BSEP

23.98%

Sharpe Ratio

BFOR

1.24

Winner

BSEP

1.75

5Y Beta

BFOR

0.97

Winner

BSEP

0.63

P/E Ratio

BFOR

17.03

BSEP

N/A

Forward P/E

BFOR

15.36

BSEP

N/A

5Y Dividends CAGR

BFOR

27.51%

BSEP

N/A

5Y EPS CAGR

BFOR

22.23%

BSEP

N/A

P/S Ratio

BFOR

2.35

BSEP

N/A

P/B Ratio

BFOR

3.25

BSEP

N/A

BFOR vs BSEP - Historical Returns

Returns include dividend reinvestment.

Period	BFOR	BSEP
1 month	+4.37%	+0.71%
3 months	+9.38%	+6.80%
6 months	+11.49%	+7.74%
1 year	+24.50%	+19.25%
5 years(CAGR)	+10.64%	+10.61%
10 years(CAGR)	+12.82%	N/A
Max(CAGR)	+11.46%	+12.06%

Winner

BFOR

+4.37%

BSEP

+0.71%

Winner

BFOR

+9.38%

BSEP

+6.80%

Winner

BFOR

+11.49%

BSEP

+7.74%

Winner

BFOR

+24.50%

BSEP

+19.25%

5Y(CAGR)

Winner

BFOR

+10.64%

BSEP

+10.61%

10Y(CAGR)

BFOR

+12.82%

BSEP

N/A

Max(CAGR)

BFOR

+11.46%

Winner

BSEP

+12.06%

BFOR vs BSEP - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	BFOR	BSEP
2026	+10.83%	+6.14%
2025	+13.74%	+14.88%
2024	+18.22%	+17.47%
2023	+19.45%	+21.06%
2022	-15.72%	-9.50%
2021	+32.26%	+15.70%
2020	+16.83%	+11.86%
2019	+20.41%	+7.23%
2018	-14.34%	N/A
2017	+18.83%	N/A
2016	+20.06%	N/A
2015	-2.72%	N/A
2014	+7.43%	N/A
2013	+20.25%	N/A

BFOR vs BSEP Drawdown Comparison

The maximum drawdown for BFOR was -41.26%, occurring on Mar 23, 2020. Recovery took 553 trading sessions.

The maximum drawdown for BSEP was -23.98%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The current BFOR drawdown is -1.36%. The current BSEP drawdown is -0.69%.

Rank	BFOR	BSEP
#1	-41.26% Aug 29, 2018 - Nov 9, 2020	-23.98% Feb 19, 2020 - Jul 20, 2020
#2	-25.94% Nov 16, 2021 - Feb 12, 2024	-15.02% Jan 4, 2022 - Jun 12, 2023
#3	-23.42% Jun 23, 2015 - Nov 17, 2016	-13.36% Feb 19, 2025 - Jun 24, 2025
#4	-21.91% Nov 25, 2024 - Jul 23, 2025	-7.95% Jul 31, 2023 - Nov 30, 2023
#5	-11.14% Jul 3, 2014 - Nov 24, 2014	-6.35% Sep 2, 2020 - Nov 9, 2020
#6	-9.53% Jan 26, 2018 - Jun 6, 2018	-5.70% Jan 28, 2026 - Apr 14, 2026
#7	-8.98% Feb 26, 2026 - Apr 17, 2026	-3.91% Jul 16, 2024 - Aug 14, 2024
#8	-7.90% Jul 16, 2024 - Sep 19, 2024	-3.50% Sep 3, 2021 - Oct 20, 2021
#9	-6.76% Jan 22, 2014 - Feb 24, 2014	-3.34% Mar 28, 2024 - May 9, 2024
#10	-6.35% Mar 28, 2024 - Jul 12, 2024	-2.97% Oct 28, 2025 - Dec 3, 2025
#11	-6.05% Sep 18, 2025 - Dec 3, 2025	-2.90% Aug 30, 2024 - Sep 16, 2024
#12	-5.70% Apr 2, 2014 - Jun 6, 2014	-2.68% Sep 12, 2019 - Oct 21, 2019
#13	-5.42% Nov 24, 2014 - Dec 29, 2014	-2.62% Nov 18, 2021 - Dec 10, 2021
#14	-5.27% Dec 29, 2014 - Feb 10, 2015	-2.58% Jan 21, 2021 - Feb 5, 2021
#15	-4.88% Jun 18, 2013 - Jul 8, 2013	-2.42% Feb 16, 2021 - Mar 11, 2021

Correlation

Correlation between BFOR and BSEP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2013 - 2025)

BFOR vs BSEP dividend yield comparison.

Year	BFOR	BSEP
2025	0.60%	0.00%
2024	0.69%	0.00%
2023	1.26%	0.00%
2022	1.68%	0.00%
2021	0.92%	0.00%
2020	0.98%	0.00%
2019	0.69%	1.39%
2018	0.94%	0.00%
2017	0.60%	0.00%
2016	0.78%	0.00%
2015	0.86%	0.00%
2014	0.72%	0.00%
2013	0.18%	0.00%