BJUL vs PBDC
Comparison between Innovator U.S. Equity Buffer ETF - July (BJUL, ETF) and Putnam BDC Income ETF (PBDC, ETF).
BJUL vs PBDC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BJUL
$275M
Winner
PBDC
$276M
Expense Ratio
Winner
BJUL
0.79%
PBDC
13.49%
Max Drawdown
Winner
BJUL
24.03%
PBDC
28.02%
Sharpe Ratio
Winner
BJUL
1.74
PBDC
-0.68
5Y Beta
Winner
BJUL
0.66
PBDC
0.69
P/E Ratio
BJUL
N/A
PBDC
11.91
Forward P/E
BJUL
N/A
PBDC
7.92
PEG Ratio
BJUL
N/A
PBDC
0.16
P/S Ratio
BJUL
N/A
PBDC
4.03
P/B Ratio
BJUL
N/A
PBDC
0.88
BJUL vs PBDC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BJUL
+1.04%
PBDC
+0.15%
3M
Winner
BJUL
+7.31%
PBDC
+5.92%
6M
Winner
BJUL
+6.92%
PBDC
-9.28%
1Y
Winner
BJUL
+17.69%
PBDC
-9.95%
5Y(CAGR)
BJUL
+11.51%
PBDC
N/A
Max(CAGR)
BJUL
+10.03%
Winner
PBDC
+12.80%
BJUL vs PBDC - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BJUL | PBDC |
|---|---|---|
| 2026 | +6.22% | -8.65% |
| 2025 | +14.00% | -2.34% |
| 2024 | +19.20% | +19.15% |
| 2023 | +22.22% | +28.69% |
| 2022 | -7.58% | +10.87% |
| 2021 | +11.66% | N/A |
| 2020 | +8.50% | N/A |
| 2019 | +17.26% | N/A |
| 2018 | -8.49% | N/A |
BJUL vs PBDC Drawdown Comparison
The maximum drawdown for BJUL was -24.03%, occurring on Mar 23, 2020. Recovery took 125 trading sessions.
The maximum drawdown for PBDC was -20.29%, occurring on Mar 12, 2026. This drawdown has not yet recovered.
The current BJUL drawdown is -0.06%. The current PBDC drawdown is -15.58%.
| Rank | BJUL | PBDC |
|---|---|---|
| #1 | -24.03% Feb 13, 2020 - Aug 12, 2020 | -20.29% Feb 19, 2025 - Mar 12, 2026 |
| #2 | -14.06% Feb 19, 2025 - Jun 24, 2025 | -10.57% Mar 6, 2023 - Jun 7, 2023 |
| #3 | -13.23% Sep 21, 2018 - Apr 23, 2019 | -8.47% Jul 8, 2024 - Oct 18, 2024 |
| #4 | -13.19% Jan 4, 2022 - Jun 2, 2023 | -6.44% Nov 25, 2022 - Jan 11, 2023 |
| #5 | -7.47% Jul 31, 2023 - Nov 20, 2023 | -6.05% Sep 28, 2023 - Nov 14, 2023 |
| #6 | -6.06% Jul 16, 2024 - Aug 23, 2024 | -5.38% Oct 4, 2022 - Oct 25, 2022 |
| #7 | -5.40% Feb 25, 2026 - Apr 13, 2026 | -4.36% Oct 21, 2024 - Nov 19, 2024 |
| #8 | -4.53% Sep 2, 2020 - Oct 12, 2020 | -3.33% Jan 30, 2024 - Mar 7, 2024 |
| #9 | -4.51% Oct 12, 2020 - Nov 6, 2020 | -2.88% Aug 7, 2023 - Sep 1, 2023 |
| #10 | -4.36% Jul 26, 2019 - Oct 25, 2019 | -2.73% Jan 2, 2025 - Jan 16, 2025 |
| #11 | -3.43% Apr 1, 2024 - May 7, 2024 | -2.71% Nov 29, 2024 - Dec 24, 2024 |
| #12 | -3.07% Aug 30, 2021 - Oct 19, 2021 | -2.48% Feb 7, 2023 - Feb 17, 2023 |
| #13 | -2.96% Apr 29, 2019 - Jul 2, 2019 | -2.40% Sep 1, 2023 - Sep 14, 2023 |
| #14 | -2.93% Aug 30, 2024 - Sep 17, 2024 | -2.40% Jun 3, 2024 - Jul 3, 2024 |
| #15 | -2.77% Oct 27, 2025 - Nov 28, 2025 | -2.40% Nov 7, 2022 - Nov 11, 2022 |
Correlation
Correlation between BJUL and PBDC is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
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