BJAN vs EMF

Comparison between Innovator U.S. Equity Buffer ETF - January (BJAN, ETF) and Templeton Emerging Markets Fund (EMF, ETF).

5-Year PerformanceEMF has outperformed BJAN, delivering a return of +11.4% compared to +10.2%

BJAN vs EMF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BJAN(ETF)	EMF(ETF)
Net Assets	$390M	$386M
Expense Ratio	0.79%	N/A
Max Drawdown	26.87%	72.52%
Sharpe Ratio	1.33	1.76
5Y Beta	0.63	0.75
5Y Dividends CAGR	N/A	20.60%

Net Assets

Winner

BJAN

$390M

EMF

$386M

Expense Ratio

BJAN

0.79%

EMF

N/A

Max Drawdown

Winner

BJAN

26.87%

EMF

72.52%

Sharpe Ratio

BJAN

1.33

Winner

EMF

1.76

5Y Beta

Winner

BJAN

0.63

EMF

0.75

5Y Dividends CAGR

BJAN

N/A

EMF

20.60%

BJAN vs EMF - Historical Returns

Returns include dividend reinvestment.

Period	BJAN	EMF
1 month	+0.57%	-7.67%
3 months	+3.32%	+7.93%
6 months	+5.62%	+12.27%
1 year	+14.79%	+55.06%
5 years(CAGR)	+10.19%	+11.35%
10 years(CAGR)	N/A	+13.47%
Max(CAGR)	+12.50%	+9.40%

Winner

BJAN

+0.57%

EMF

-7.67%

BJAN

+3.32%

Winner

EMF

+7.93%

BJAN

+5.62%

Winner

EMF

+12.27%

BJAN

+14.79%

Winner

EMF

+55.06%

5Y(CAGR)

BJAN

+10.19%

Winner

EMF

+11.35%

10Y(CAGR)

BJAN

N/A

EMF

+13.47%

Max(CAGR)

Winner

BJAN

+12.50%

EMF

+9.40%

BJAN vs EMF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BJAN	EMF
2026	+6.54%	+26.55%
2025	+15.13%	+57.75%
2024	+17.73%	+4.77%
2023	+24.03%	+7.70%
2022	-11.75%	-22.82%
2021	+15.20%	-8.69%
2020	+11.97%	+19.61%
2019	+20.73%	+24.33%
2018	N/A	-17.20%
2017	N/A	+49.63%
2016	N/A	+25.38%
2015	N/A	-26.61%
2014	N/A	-3.63%
2013	N/A	-6.39%
2012	N/A	+10.97%
2011	N/A	-24.67%
2010	N/A	+14.61%
2009	N/A	+110.57%
2008	N/A	-53.32%
2007	N/A	+36.03%
2006	N/A	+17.07%
2005	N/A	+31.79%
2004	N/A	+15.59%
2003	N/A	+81.60%
2002	N/A	-1.16%
2001	N/A	+5.71%
2000	N/A	-43.35%
1999	N/A	+23.27%

BJAN vs EMF Drawdown Comparison

The maximum drawdown for BJAN was -26.86%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.

The maximum drawdown for EMF was -68.69%, occurring on Nov 20, 2008. Recovery took 549 trading sessions.

The current BJAN drawdown is -1.16%. The current EMF drawdown is -12.80%.

Rank	BJAN	EMF
#1	-26.86% Feb 19, 2020 - Aug 10, 2020	-68.69% Oct 31, 2007 - Jan 6, 2010
#2	-17.38% Jan 4, 2022 - Jun 30, 2023	-50.48% Apr 8, 2011 - Oct 12, 2017
#3	-13.81% Feb 19, 2025 - Jun 24, 2025	-48.89% Jan 3, 2000 - Oct 13, 2003
#4	-8.10% Jul 28, 2023 - Nov 15, 2023	-47.63% Feb 17, 2021 - Aug 13, 2025
#5	-6.27% Jan 27, 2026 - Apr 14, 2026	-39.30% Jan 14, 2020 - Nov 5, 2020
#6	-4.69% Aug 28, 2020 - Oct 12, 2020	-31.38% Jan 19, 2006 - Dec 26, 2006
#7	-4.68% Jul 16, 2024 - Aug 19, 2024	-31.32% Jan 13, 2004 - Nov 17, 2004
#8	-4.67% Oct 12, 2020 - Nov 9, 2020	-27.72% Jan 26, 2018 - Jan 2, 2020
#9	-4.64% Apr 30, 2019 - Jun 19, 2019	-26.55% Jan 19, 2010 - Oct 1, 2010
#10	-4.07% Jul 26, 2019 - Sep 12, 2019	-22.38% Jul 23, 2007 - Sep 18, 2007
#11	-3.06% Mar 28, 2024 - May 9, 2024	-20.84% Mar 18, 2005 - Jul 28, 2005
#12	-2.60% May 7, 2021 - May 28, 2021	-19.47% Feb 25, 2026 - May 5, 2026
#13	-2.56% Jan 20, 2021 - Feb 4, 2021	-15.59% Jan 3, 2007 - May 22, 2007
#14	-2.55% Sep 12, 2019 - Oct 15, 2019	-13.74% Jun 22, 2026 - Jul 17, 2026
#15	-2.41% Feb 12, 2021 - Mar 12, 2021	-11.49% Nov 10, 2010 - Apr 6, 2011

Correlation

Correlation between BJAN and EMF is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2000 - 2026)

BJAN vs EMF dividend yield comparison.

Year	BJAN	EMF
2026	0.00%	2.16%
2025	0.00%	9.73%
2024	0.00%	4.28%
2023	0.00%	6.22%
2022	0.00%	9.89%
2021	0.00%	6.92%
2020	0.00%	3.51%
2019	4.66%	7.36%
2018	0.00%	5.92%
2017	0.00%	12.11%
2016	0.00%	1.62%
2015	0.00%	12.81%
2014	0.00%	7.67%
2013	0.00%	9.66%
2012	0.00%	2.30%
2011	0.00%	1.87%
2010	0.00%	0.63%
2009	0.00%	0.72%
2008	0.00%	15.86%
2007	0.00%	9.34%
2006	0.00%	28.68%
2005	0.00%	10.26%
2004	0.00%	1.49%
2003	0.00%	1.61%
2002	0.00%	1.93%
2001	0.00%	1.35%
2000	0.00%	1.35%