BFOR vs UMAR

Comparison between BARRON'S 400 ETF (BFOR, ETF) and Innovator U.S. Equity Ultra Buffer ETF - March (UMAR, ETF).

5-Year PerformanceBFOR has outperformed UMAR, delivering a return of +9.8% compared to +7.6%

BFOR vs UMAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BFOR(ETF)	UMAR(ETF)
Net Assets	$211M	$211M
Expense Ratio	0.65%	0.79%
Max Drawdown	42.22%	11.08%
Sharpe Ratio	1.14	1.85
5Y Beta	0.97	0.40
P/E Ratio	16.91	N/A
Forward P/E	15.17	N/A
5Y Dividends CAGR	27.51%	N/A
5Y EPS CAGR	23.23%	N/A
P/S Ratio	2.33	N/A
P/B Ratio	3.20	N/A

Net Assets

Winner

BFOR

$211M

UMAR

$211M

Expense Ratio

Winner

BFOR

0.65%

UMAR

0.79%

Max Drawdown

BFOR

42.22%

Winner

UMAR

11.08%

Sharpe Ratio

BFOR

1.14

Winner

UMAR

1.85

5Y Beta

BFOR

0.97

Winner

UMAR

0.40

P/E Ratio

BFOR

16.91

UMAR

N/A

Forward P/E

BFOR

15.17

UMAR

N/A

5Y Dividends CAGR

BFOR

27.51%

UMAR

N/A

5Y EPS CAGR

BFOR

23.23%

UMAR

N/A

P/S Ratio

BFOR

2.33

UMAR

N/A

P/B Ratio

BFOR

3.20

UMAR

N/A

BFOR vs UMAR - Historical Returns

Returns include dividend reinvestment.

Period	BFOR	UMAR
1 month	+0.15%	+0.55%
3 months	+4.64%	+3.32%
6 months	+9.42%	+5.53%
1 year	+21.64%	+13.66%
5 years(CAGR)	+9.83%	+7.62%
10 years(CAGR)	+12.21%	N/A
Max(CAGR)	+11.31%	+7.65%

BFOR

+0.15%

Winner

UMAR

+0.55%

Winner

BFOR

+4.64%

UMAR

+3.32%

Winner

BFOR

+9.42%

UMAR

+5.53%

Winner

BFOR

+21.64%

UMAR

+13.66%

5Y(CAGR)

Winner

BFOR

+9.83%

UMAR

+7.62%

10Y(CAGR)

BFOR

+12.21%

UMAR

N/A

Max(CAGR)

Winner

BFOR

+11.31%

UMAR

+7.65%

BFOR vs UMAR - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	BFOR	UMAR
2026	+8.50%	+4.78%
2025	+13.74%	+11.95%
2024	+18.22%	+12.99%
2023	+19.45%	+12.52%
2022	-15.72%	-5.42%
2021	+32.26%	+7.50%
2020	+16.83%	+5.16%
2019	+20.41%	N/A
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 UMAR Drawdown Comparison

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

The maximum drawdown for UMAR was -11.08%, occurring on Mar 23, 2020. Recovery took 63 trading sessions.

The current BFOR drawdown is -1.71%. The current UMAR drawdown is -0.92%.

Rank	BFOR	UMAR
#1	-41.26% Aug 29, 2018 - Nov 9, 2020	-11.08% Mar 4, 2020 - Jun 3, 2020
#2	-25.94% Nov 16, 2021 - Feb 12, 2024	-8.72% Mar 29, 2022 - Jul 31, 2023
#3	-23.42% Jun 23, 2015 - Nov 17, 2016	-7.41% Feb 28, 2025 - May 15, 2025
#4	-21.91% Nov 25, 2024 - Jul 23, 2025	-4.29% Sep 14, 2023 - Nov 10, 2023
#5	-11.14% Jul 3, 2014 - Nov 24, 2014	-4.27% Jul 16, 2024 - Aug 19, 2024
#6	-9.53% Jan 26, 2018 - Jun 6, 2018	-3.61% Feb 27, 2026 - Apr 13, 2026
#7	-8.98% Feb 26, 2026 - Apr 17, 2026	-2.97% Mar 28, 2024 - May 14, 2024
#8	-7.90% Jul 16, 2024 - Sep 19, 2024	-2.44% Jun 5, 2020 - Jul 16, 2020
#9	-6.76% Jan 22, 2014 - Feb 24, 2014	-2.20% Aug 30, 2024 - Sep 16, 2024
#10	-6.35% Mar 28, 2024 - Jul 12, 2024	-2.07% Mar 2, 2022 - Mar 18, 2022
#11	-6.05% Sep 18, 2025 - Dec 3, 2025	-1.88% Sep 2, 2020 - Oct 12, 2020
#12	-5.70% Apr 2, 2014 - Jun 6, 2014	-1.86% Oct 12, 2020 - Nov 5, 2020
#13	-5.42% Nov 24, 2014 - Dec 29, 2014	-1.58% Jul 31, 2023 - Aug 31, 2023
#14	-5.27% Dec 29, 2014 - Feb 10, 2015	-1.51% Nov 11, 2025 - Nov 26, 2025
#15	-4.88% Jun 18, 2013 - Jul 8, 2013	-1.31% Mar 1, 2021 - Mar 11, 2021