BKF vs XBJL

Comparison between ISHARES MSCI BIC ETF (BKF, ETF) and Innovator U.S. Equity Accelerated 9 Buffer ETF - July (XBJL, ETF).

5-Year PerformanceXBJL has outperformed BKF, delivering a return of +9.2% compared to -3.1%

BKF vs XBJL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKF(ETF)	XBJL(ETF)
Net Assets	$74M	$74M
Expense Ratio	0.72%	0.79%
Max Drawdown	70.38%	11.78%
Sharpe Ratio	-0.34	1.22
5Y Beta	0.61	0.54
5Y Dividends CAGR	5.99%	N/A

Net Assets

BKF

$74M

Winner

XBJL

$74M

Expense Ratio

Winner

BKF

0.72%

XBJL

0.79%

Max Drawdown

BKF

70.38%

Winner

XBJL

11.78%

Sharpe Ratio

BKF

-0.34

Winner

XBJL

1.22

5Y Beta

BKF

0.61

Winner

XBJL

0.54

5Y Dividends CAGR

BKF

5.99%

XBJL

N/A

BKF vs XBJL - Historical Returns

Returns include dividend reinvestment.

Period	BKF	XBJL
1 month	+0.36%	+0.37%
3 months	-6.21%	+2.20%
6 months	-9.56%	+4.44%
1 year	-3.43%	+10.22%
5 years(CAGR)	-3.09%	+9.21%
10 years(CAGR)	+4.30%	N/A
Max(CAGR)	+0.06%	+9.14%

BKF

+0.36%

Winner

XBJL

+0.37%

BKF

-6.21%

Winner

XBJL

+2.20%

BKF

-9.56%

Winner

XBJL

+4.44%

BKF

-3.43%

Winner

XBJL

+10.22%

5Y(CAGR)

BKF

-3.09%

Winner

XBJL

+9.21%

10Y(CAGR)

BKF

+4.30%

XBJL

N/A

Max(CAGR)

BKF

+0.06%

Winner

XBJL

+9.14%

BKF vs XBJL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BKF	XBJL
2026	-10.47%	+4.80%
2025	+22.60%	+12.05%
2024	+10.72%	+11.93%
2023	-0.05%	+19.78%
2022	-22.07%	-5.18%
2021	-12.20%	+4.70%
2020	+13.55%	N/A
2019	+22.20%	N/A
2018	-16.34%	N/A
2017	+39.96%	N/A
2016	+14.49%	N/A
2015	-13.80%	N/A
2014	-1.59%	N/A
2013	-7.94%	N/A
2012	+11.08%	N/A
2011	-25.92%	N/A
2010	+5.60%	N/A
2009	+74.98%	N/A
2008	-56.80%	N/A
2007	+3.73%	N/A

BKF vs XBJL Drawdown Comparison

The maximum drawdown for BKF was -70.29%, occurring on Nov 20, 2008. Recovery took 2552 trading sessions.

The maximum drawdown for XBJL was -11.78%, occurring on Jun 16, 2022. Recovery took 213 trading sessions.

The current BKF drawdown is -25.57%. The current XBJL drawdown is -0.25%.

Rank	BKF	XBJL
#1	-70.29% Dec 6, 2007 - Jan 26, 2018	-11.78% Mar 29, 2022 - Feb 2, 2023
#2	-49.17% Feb 17, 2021 - Oct 24, 2022	-11.74% Feb 19, 2025 - May 12, 2025
#3	-33.31% Jan 26, 2018 - Oct 12, 2020	-5.35% Jan 3, 2022 - Mar 29, 2022
#4	-5.86% Nov 20, 2007 - Nov 28, 2007	-5.32% Jul 28, 2023 - Nov 14, 2023
#5	-5.08% Jan 25, 2021 - Feb 5, 2021	-5.00% Jul 16, 2024 - Aug 19, 2024
#6	-2.86% Dec 17, 2020 - Dec 30, 2020	-4.14% Feb 2, 2023 - Mar 31, 2023
#7	-2.85% Nov 27, 2020 - Dec 16, 2020	-3.30% Feb 25, 2026 - Apr 8, 2026
#8	-2.66% Oct 23, 2020 - Nov 4, 2020	-2.25% Nov 17, 2021 - Dec 23, 2021
#9	-2.54% Nov 9, 2020 - Nov 24, 2020	-2.21% Sep 2, 2021 - Oct 18, 2021
#10	-1.89% Jan 8, 2021 - Jan 14, 2021	-2.20% Aug 30, 2024 - Sep 16, 2024
#11	-1.68% Oct 12, 2020 - Oct 21, 2020	-1.84% Oct 28, 2025 - Nov 26, 2025
#12	-1.30% Jan 5, 2021 - Jan 8, 2021	-1.67% May 1, 2023 - May 15, 2023
#13	-1.21% Jan 14, 2021 - Jan 19, 2021	-1.60% Jul 12, 2021 - Jul 23, 2021
#14	-1.04% Jan 20, 2021 - Jan 25, 2021	-1.48% May 19, 2025 - Jun 3, 2025
#15	-0.68% Nov 24, 2020 - Nov 27, 2020	-1.31% Dec 13, 2024 - Dec 24, 2024