BFRZ vs LEGR
Comparison between Innovator Equity Managed 100 Buffer ETF (BFRZ, ETF) and FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF (LEGR, ETF).
BFRZ vs LEGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BFRZ
$138M
LEGR
$137M
Expense Ratio
BFRZ
0.89%
Winner
LEGR
0.65%
Max Drawdown
Winner
BFRZ
3.12%
LEGR
36.12%
Sharpe Ratio
BFRZ
0.48
Winner
LEGR
1.50
5Y Beta
Winner
BFRZ
0.33
LEGR
0.78
P/E Ratio
BFRZ
29.30
Winner
LEGR
22.37
Forward P/E
BFRZ
21.34
Winner
LEGR
17.05
PEG Ratio
BFRZ
N/A
LEGR
0.51
5Y Dividends CAGR
BFRZ
N/A
LEGR
26.41%
5Y EPS CAGR
Winner
BFRZ
26.48%
LEGR
16.35%
Debt to Equity
BFRZ
12.14%
LEGR
N/A
P/S Ratio
BFRZ
3.73
Winner
LEGR
0.25
P/B Ratio
BFRZ
5.73
Winner
LEGR
3.36
BFRZ vs LEGR - Holdings Comparison
BFRZ and LEGR have 27 common holdings. Overlap is 19.66%
BFRZ's top 25 holdings weight is 57.44%. LEGR's top 25 holdings weight is 41.28%.
| Rank | BFRZ | LEGR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.08% | ADVANCED MICRO DEVICES INC (AMD) - 3.15% |
| #2 | APPLE INC (AAPL) - 7.15% | MICRON TECHNOLOGY INC (MU) - 3.14% |
| #3 | MICROSOFT CORP (MSFT) - 4.93% | INTEL CORP (INTC) - 2.85% |
| #4 | AMAZON.COM INC (AMZN) - 3.96% | INFINEON TECHNOLOGIES AG (n/a) - 2.64% |
| #5 | BROADCOM INC (AVGO) - 3.60% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.24% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.32% | ORACLE CORP (ORCL) - 1.84% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.76% | MORGAN STANLEY (MS) - 1.66% |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.18% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.59% |
| #9 | META PLATFORMS INC CLASS A (META) - 2.07% | n/a (TSM) - 1.59% |
| #10 | TESLA INC (TSLA) - 2.07% | AMAZON.COM INC (AMZN) - 1.46% |
| #11 | ELI LILLY AND CO (LLY) - 1.56% | NVIDIA CORP (NVDA) - 1.45% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.50% | MITSUBISHI UFJ FINANCIAL GROUP INC ADR (MUFG) - 1.39% |
| #13 | OPTION ON S&P 500 (n/a) - 1.49% | NOKIA OYJ ADR (NOK) - 1.39% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.49% | BAIDU INC ADR (BIDU) - 1.33% |
| #15 | CISCO SYSTEMS INC (CSCO) - 1.18% | MICROSOFT CORP (MSFT) - 1.31% |
| #16 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.17% | n/a (n/a) - 1.29% |
| #17 | EXXON MOBIL CORP (XOM) - 1.15% | JD.COM INC ADR (JD) - 1.29% |
| #18 | CATERPILLAR INC (CAT) - 1.07% | CHINA CITIC BANK CORP LTD CLASS H (n/a) - 1.26% |
| #19 | OPTION ON S&P 500 INDEX (n/a) - 1.05% | NORDEA BANK ABP (n/a) - 1.24% |
| #20 | JOHNSON & JOHNSON (JNJ) - 1.03% | SOFTBANK CORP (n/a) - 1.21% |
| #21 | VISA INC CLASS A (V) - 1.02% | SALESFORCE INC (CRM) - 1.20% |
| #22 | INTEL CORP (INTC) - 0.97% | HONEYWELL INTERNATIONAL INC (HON) - 1.20% |
| #23 | WALMART INC (WMT) - 0.95% | PAYPAL HOLDINGS INC (PYPL) - 1.20% |
| #24 | COSTCO WHOLESALE CORP (COST) - 0.86% | SAP SE (n/a) - 1.18% |
| #25 | KLA CORP (KLAC) - 0.83% | n/a (n/a) - 1.18% |
| Total Holdings | 187 | 113 |
BFRZ vs LEGR - Historical Returns
Returns include dividend reinvestment.
1M
BFRZ
+0.46%
Winner
LEGR
+3.15%
3M
BFRZ
+0.78%
Winner
LEGR
+14.17%
6M
BFRZ
+0.42%
Winner
LEGR
+13.29%
1Y
BFRZ
+6.24%
Winner
LEGR
+27.31%
5Y(CAGR)
BFRZ
N/A
LEGR
+11.60%
10Y(CAGR)
BFRZ
N/A
LEGR
+12.01%
Max(CAGR)
BFRZ
+7.13%
Winner
LEGR
+12.01%
BFRZ vs LEGR - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BFRZ | LEGR |
|---|---|---|
| 2026 | +0.30% | +9.69% |
| 2025 | +7.39% | +31.26% |
| 2024 | N/A | +17.51% |
| 2023 | N/A | +20.55% |
| 2022 | N/A | -20.19% |
| 2021 | N/A | +18.02% |
| 2020 | N/A | +16.98% |
| 2019 | N/A | +27.74% |
| 2018 | N/A | -14.10% |
BFRZ vs LEGR Drawdown Comparison
The maximum drawdown for BFRZ was -3.12%, occurring on Mar 30, 2026. Recovery took 73 trading sessions.
The maximum drawdown for LEGR was -36.12%, occurring on Mar 16, 2020. Recovery took 188 trading sessions.
The current BFRZ drawdown is -1.58%. The current LEGR drawdown is -2.56%.
| Rank | BFRZ | LEGR |
|---|---|---|
| #1 | -3.12% Feb 9, 2026 - May 26, 2026 | -36.12% Feb 12, 2020 - Nov 9, 2020 |
| #2 | -2.67% Nov 3, 2025 - Jan 9, 2026 | -31.46% Jan 12, 2022 - Mar 7, 2024 |
| #3 | -2.58% Jun 2, 2026 - Jun 10, 2026 | -19.98% Sep 25, 2018 - Apr 17, 2019 |
| #4 | -1.39% Oct 8, 2025 - Oct 23, 2025 | -14.25% Feb 18, 2025 - May 8, 2025 |
| #5 | -1.29% Jan 15, 2026 - Feb 9, 2026 | -11.20% Jan 29, 2018 - Aug 29, 2018 |
| #6 | -0.83% Jul 28, 2025 - Aug 6, 2025 | -10.39% Jan 29, 2026 - Apr 17, 2026 |
| #7 | -0.62% Aug 28, 2025 - Sep 5, 2025 | -8.58% Jul 24, 2019 - Nov 5, 2019 |
| #8 | -0.53% Sep 22, 2025 - Sep 29, 2025 | -7.78% Apr 29, 2019 - Jul 3, 2019 |
| #9 | -0.52% Aug 15, 2025 - Aug 22, 2025 | -7.24% Jul 12, 2024 - Aug 23, 2024 |
| #10 | -0.34% Jun 23, 2025 - Jul 7, 2025 | -6.42% Nov 8, 2021 - Jan 11, 2022 |
| #11 | -0.23% Aug 6, 2025 - Aug 8, 2025 | -6.39% Oct 28, 2025 - Dec 19, 2025 |
| #12 | -0.22% Jul 14, 2025 - Jul 16, 2025 | -5.51% Jun 2, 2026 - Jun 10, 2026 |
| #13 | -0.20% May 14, 2025 - May 22, 2025 | -5.09% Sep 3, 2021 - Oct 15, 2021 |
| #14 | -0.18% Jan 13, 2026 - Jan 15, 2026 | -4.86% Apr 3, 2024 - May 6, 2024 |
| #15 | -0.12% May 27, 2025 - May 30, 2025 | -4.78% Jan 21, 2021 - Feb 5, 2021 |
Correlation
Correlation between BFRZ and LEGR is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2018 - 2026)
BFRZ vs LEGR dividend yield comparison.
| Year | BFRZ | LEGR |
|---|---|---|
| 2026 | 0.06% | 0.22% |
| 2025 | 0.20% | 1.84% |
| 2024 | 0.00% | 2.40% |
| 2023 | 0.00% | 2.56% |
| 2022 | 0.00% | 2.64% |
| 2021 | 0.00% | 1.80% |
| 2020 | 0.00% | 0.95% |
| 2019 | 0.00% | 2.04% |
| 2018 | 0.00% | 1.30% |
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