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BJUL vs NHS

Comparison between Innovator U.S. Equity Buffer ETF - July (BJUL, ETF) and Neuberger Berman High Yield Strategies Fund (NHS, ETF).

5-Year PerformanceBJUL has outperformed NHS, delivering a return of +11.4% compared to -1.8%

BJUL vs NHS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BJUL
$285M
Winner
NHS
$285M
Expense Ratio
BJUL
0.79%
NHS
N/A
Max Drawdown
Winner
BJUL
24.03%
NHS
73.16%
Sharpe Ratio
Winner
BJUL
1.78
NHS
-0.45
5Y Beta
BJUL
0.66
Winner
NHS
0.37
5Y Dividends CAGR
BJUL
N/A
NHS
1.63%

BJUL vs NHS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BJUL
+1.24%
NHS
-1.37%
3M
Winner
BJUL
+5.28%
NHS
-13.07%
6M
Winner
BJUL
+6.21%
NHS
-5.62%
1Y
Winner
BJUL
+19.08%
NHS
-2.54%
5Y(CAGR)
Winner
BJUL
+11.36%
NHS
-1.79%
10Y(CAGR)
BJUL
N/A
NHS
+5.27%
Max(CAGR)
Winner
BJUL
+9.99%
NHS
+6.80%

BJUL vs NHS - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearBJULNHS
2026+5.69%-8.80%
2025+14.00%+13.55%
2024+19.20%+10.34%
2023+22.22%+3.61%
2022-7.58%-23.51%
2021+11.66%+16.38%
2020+8.50%+5.34%
2019+17.26%+38.45%
2018-8.49%-11.00%
2017N/A+8.92%
2016N/A+26.03%
2015N/A-10.40%
2014N/A+0.67%
2013N/A+1.87%
2012N/A+9.26%
2011N/A+9.17%
2010N/A+24.93%
2009N/A+103.49%
2008N/A-37.64%
2007N/A-13.02%
2006N/A+6.05%
2005N/A+6.36%
2004N/A+15.56%
2003N/A+10.45%

BJUL vs NHS Drawdown Comparison

The maximum drawdown for BJUL was -24.03%, occurring on Mar 23, 2020. Recovery took 125 trading sessions.

The maximum drawdown for NHS was -64.75%, occurring on Nov 21, 2008. Recovery took 577 trading sessions.

The current BJUL drawdown is -0.56%. The current NHS drawdown is -14.65%.

RankBJULNHS
#1-24.03%
Feb 13, 2020 - Aug 12, 2020
-64.75%
Jun 4, 2007 - Sep 16, 2009
#2-14.06%
Feb 19, 2025 - Jun 24, 2025
-43.00%
Feb 21, 2020 - Dec 3, 2020
#3-13.23%
Sep 21, 2018 - Apr 23, 2019
-37.40%
Nov 12, 2021 - Feb 4, 2026
#4-13.19%
Jan 4, 2022 - Jun 2, 2023
-24.62%
Jun 30, 2014 - Aug 10, 2016
#5-7.47%
Jul 31, 2023 - Nov 20, 2023
-21.48%
May 26, 2011 - Feb 13, 2012
#6-6.06%
Jul 16, 2024 - Aug 23, 2024
-18.05%
Oct 9, 2017 - Feb 20, 2019
#7-5.40%
Feb 25, 2026 - Apr 13, 2026
-17.01%
Feb 26, 2026 - Mar 30, 2026
#8-4.53%
Sep 2, 2020 - Oct 12, 2020
-15.06%
Apr 26, 2010 - Jun 24, 2010
#9-4.51%
Oct 12, 2020 - Nov 6, 2020
-14.76%
Mar 19, 2004 - Aug 30, 2004
#10-4.36%
Jul 26, 2019 - Oct 25, 2019
-13.33%
Sep 28, 2012 - Feb 26, 2014
#11-3.43%
Apr 1, 2024 - May 7, 2024
-12.17%
Jan 10, 2006 - Sep 20, 2006
#12-3.07%
Aug 30, 2021 - Oct 19, 2021
-11.90%
Dec 31, 2004 - Jul 8, 2005
#13-2.96%
Apr 29, 2019 - Jul 2, 2019
-10.06%
Oct 13, 2010 - Jan 31, 2011
#14-2.93%
Aug 30, 2024 - Sep 17, 2024
-9.11%
Oct 25, 2016 - Jan 4, 2017
#15-2.77%
Oct 27, 2025 - Nov 28, 2025
-6.95%
Sep 23, 2009 - Dec 14, 2009

Correlation

Correlation between BJUL and NHS is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

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