BSMC vs ZFEB

Comparison between BRANDES U.S. SMALL-MID CAP VALUE ETF (BSMC, ETF) and Innovator Equity Defined Protection ETF 1 Yr February (ZFEB, ETF).

BSMC vs ZFEB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSMC(ETF)	ZFEB(ETF)
Net Assets	$164M	$163M
Expense Ratio	0.71%	0.79%
Max Drawdown	19.72%	3.00%
Sharpe Ratio	1.34	1.61
5Y Beta	0.79	0.14
P/E Ratio	39.56	N/A
Forward P/E	12.07	N/A
5Y EPS CAGR	-1.37%	N/A
Debt to Equity	63.70%	N/A
P/S Ratio	0.71	N/A
P/B Ratio	1.66	N/A

Net Assets

Winner

BSMC

$164M

ZFEB

$163M

Expense Ratio

Winner

BSMC

0.71%

ZFEB

0.79%

Max Drawdown

BSMC

19.72%

Winner

ZFEB

3.00%

Sharpe Ratio

BSMC

1.34

Winner

ZFEB

1.61

5Y Beta

BSMC

0.79

Winner

ZFEB

0.14

P/E Ratio

BSMC

39.56

ZFEB

N/A

Forward P/E

BSMC

12.07

ZFEB

N/A

5Y EPS CAGR

BSMC

-1.37%

ZFEB

N/A

Debt to Equity

BSMC

63.70%

ZFEB

N/A

P/S Ratio

BSMC

0.71

ZFEB

N/A

P/B Ratio

BSMC

1.66

ZFEB

N/A

BSMC vs ZFEB - Historical Returns

Returns include dividend reinvestment.

Period	BSMC	ZFEB
1 month	+0.24%	+0.12%
3 months	+3.29%	+1.69%
6 months	+12.27%	+2.75%
1 year	+23.01%	+7.44%
Max(CAGR)	+18.28%	+6.20%

Winner

BSMC

+0.24%

ZFEB

+0.12%

Winner

BSMC

+3.29%

ZFEB

+1.69%

Winner

BSMC

+12.27%

ZFEB

+2.75%

Winner

BSMC

+23.01%

ZFEB

+7.44%

Max(CAGR)

Winner

BSMC

+18.28%

ZFEB

+6.20%

BSMC vs ZFEB - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	BSMC	ZFEB
2026	+9.75%	+2.11%
2025	+16.18%	+6.10%
2024	+10.42%	N/A
2023	+11.69%	N/A

BSMC vs ZFEB Drawdown Comparison

The maximum drawdown for BSMC was -19.14%, occurring on Apr 8, 2025. Recovery took 147 trading sessions.

The maximum drawdown for ZFEB was -3.00%, occurring on Apr 7, 2025. Recovery took 61 trading sessions.

The current BSMC drawdown is -1.12%. The current ZFEB drawdown is -0.23%.

Rank	BSMC	ZFEB
#1	-19.14% Nov 25, 2024 - Jul 1, 2025	-3.00% Feb 18, 2025 - May 15, 2025
#2	-9.02% Mar 2, 2026 - May 6, 2026	-1.35% Feb 25, 2026 - Apr 14, 2026
#3	-6.64% Jul 31, 2024 - Aug 29, 2024	-0.80% Nov 12, 2025 - Nov 26, 2025
#4	-5.98% Mar 28, 2024 - May 16, 2024	-0.50% May 19, 2025 - Jun 3, 2025
#5	-5.35% Oct 17, 2023 - Nov 14, 2023	-0.45% Jul 25, 2025 - Aug 8, 2025
#6	-4.99% Jul 10, 2025 - Aug 13, 2025	-0.42% Oct 6, 2025 - Oct 20, 2025
#7	-4.88% May 6, 2026 - May 15, 2026	-0.35% Feb 2, 2026 - Feb 9, 2026
#8	-4.66% Oct 24, 2025 - Nov 25, 2025	-0.33% Jun 12, 2025 - Jun 23, 2025
#9	-4.58% May 17, 2024 - Jul 16, 2024	-0.30% Aug 28, 2025 - Sep 4, 2025
#10	-4.16% Oct 3, 2025 - Oct 23, 2025	-0.29% Feb 9, 2026 - Feb 25, 2026
#11	-3.79% Nov 11, 2024 - Nov 25, 2024	-0.27% Jun 1, 2026 - Jun 5, 2026
#12	-3.68% Aug 30, 2024 - Sep 17, 2024	-0.26% Oct 27, 2025 - Nov 10, 2025
#13	-3.35% Dec 26, 2023 - Feb 15, 2024	-0.25% Feb 6, 2025 - Feb 13, 2025
#14	-3.26% Sep 30, 2024 - Nov 6, 2024	-0.24% Aug 14, 2025 - Aug 22, 2025
#15	-2.95% Sep 5, 2025 - Oct 3, 2025	-0.23% Dec 11, 2025 - Dec 19, 2025