BJUL vs ISCB
Comparison between Innovator U.S. Equity Buffer ETF - July (BJUL, ETF) and ISHARES MORNINGSTAR SMALL-CAP ETF (ISCB, ETF).
5-Year PerformanceBJUL has outperformed ISCB, delivering a return of +11.5% compared to +5.8%
BJUL vs ISCB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BJUL
$275M
ISCB
$275M
Expense Ratio
BJUL
0.79%
Winner
ISCB
0.04%
Max Drawdown
Winner
BJUL
24.03%
ISCB
61.85%
Sharpe Ratio
Winner
BJUL
1.74
ISCB
1.42
5Y Beta
Winner
BJUL
0.66
ISCB
1.05
P/E Ratio
BJUL
N/A
ISCB
43.19
Forward P/E
BJUL
N/A
ISCB
15.76
5Y Dividends CAGR
BJUL
N/A
ISCB
11.55%
5Y EPS CAGR
BJUL
N/A
ISCB
8.80%
Debt to Equity
BJUL
N/A
ISCB
28.80%
P/S Ratio
BJUL
N/A
ISCB
1.58
P/B Ratio
BJUL
N/A
ISCB
2.42
BJUL vs ISCB - Historical Returns
Returns include dividend reinvestment.
1M
BJUL
+1.04%
Winner
ISCB
+3.65%
3M
BJUL
+7.31%
Winner
ISCB
+13.89%
6M
BJUL
+6.92%
Winner
ISCB
+11.70%
1Y
BJUL
+17.69%
Winner
ISCB
+30.12%
5Y(CAGR)
Winner
BJUL
+11.51%
ISCB
+5.77%
10Y(CAGR)
BJUL
N/A
ISCB
+9.62%
Max(CAGR)
Winner
BJUL
+10.03%
ISCB
+8.88%
BJUL vs ISCB - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | BJUL | ISCB |
|---|---|---|
| 2026 | +6.22% | +12.45% |
| 2025 | +14.00% | +12.40% |
| 2024 | +19.20% | +11.73% |
| 2023 | +22.22% | +20.10% |
| 2022 | -7.58% | -19.85% |
| 2021 | +11.66% | +19.27% |
| 2020 | +8.50% | +6.32% |
| 2019 | +17.26% | +29.09% |
| 2018 | -8.49% | -14.33% |
| 2017 | N/A | +12.73% |
| 2016 | N/A | +25.73% |
| 2015 | N/A | -5.44% |
| 2014 | N/A | +10.25% |
| 2013 | N/A | +33.18% |
| 2012 | N/A | +14.34% |
| 2011 | N/A | -6.32% |
| 2010 | N/A | +24.84% |
| 2009 | N/A | +36.83% |
| 2008 | N/A | -35.09% |
| 2007 | N/A | -5.29% |
| 2006 | N/A | +18.90% |
| 2005 | N/A | +7.92% |
| 2004 | N/A | +14.58% |
BJUL vs ISCB Drawdown Comparison
The maximum drawdown for BJUL was -24.03%, occurring on Mar 23, 2020. Recovery took 125 trading sessions.
The maximum drawdown for ISCB was -61.25%, occurring on Mar 9, 2009. Recovery took 885 trading sessions.
The current BJUL drawdown is -0.06%.
| Rank | BJUL | ISCB |
|---|---|---|
| #1 | -24.03% Feb 13, 2020 - Aug 12, 2020 | -61.25% Jul 13, 2007 - Jan 18, 2011 |
| #2 | -14.06% Feb 19, 2025 - Jun 24, 2025 | -44.18% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -13.23% Sep 21, 2018 - Apr 23, 2019 | -30.49% Apr 29, 2011 - Jan 2, 2013 |
| #4 | -13.19% Jan 4, 2022 - Jun 2, 2023 | -29.93% Nov 8, 2021 - Oct 14, 2024 |
| #5 | -7.47% Jul 31, 2023 - Nov 20, 2023 | -26.22% Nov 25, 2024 - Sep 11, 2025 |
| #6 | -6.06% Jul 16, 2024 - Aug 23, 2024 | -24.32% Aug 31, 2018 - Nov 4, 2019 |
| #7 | -5.40% Feb 25, 2026 - Apr 13, 2026 | -22.30% Jun 23, 2015 - Aug 15, 2016 |
| #8 | -4.53% Sep 2, 2020 - Oct 12, 2020 | -13.69% May 5, 2006 - Oct 26, 2006 |
| #9 | -4.51% Oct 12, 2020 - Nov 6, 2020 | -11.95% Jul 1, 2014 - Dec 23, 2014 |
| #10 | -4.36% Jul 26, 2019 - Oct 25, 2019 | -10.82% Mar 4, 2005 - Jun 17, 2005 |
| #11 | -3.43% Apr 1, 2024 - May 7, 2024 | -9.58% Jun 8, 2021 - Nov 1, 2021 |
| #12 | -3.07% Aug 30, 2021 - Oct 19, 2021 | -9.40% Feb 10, 2026 - Apr 17, 2026 |
| #13 | -2.96% Apr 29, 2019 - Jul 2, 2019 | -9.00% Jul 2, 2004 - Sep 13, 2004 |
| #14 | -2.93% Aug 30, 2024 - Sep 17, 2024 | -8.80% Aug 2, 2005 - Nov 22, 2005 |
| #15 | -2.77% Oct 27, 2025 - Nov 28, 2025 | -8.74% Jan 23, 2018 - Jun 5, 2018 |
Correlation
Correlation between BJUL and ISCB is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
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