BUFF vs IGE

Comparison between Innovator Laddered Allocation Power Buffer ETF (BUFF, ETF) and ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF).

5-Year PerformanceIGE has outperformed BUFF, delivering a return of +16.5% compared to +8.6%

BUFF vs IGE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BUFF(ETF)	IGE(ETF)
Net Assets	$834M	$833M
Expense Ratio	0.89%	0.39%
Max Drawdown	46.23%	73.46%
Sharpe Ratio	1.81	1.97
5Y Beta	0.47	0.68
P/E Ratio	N/A	23.28
Forward P/E	N/A	13.62
5Y Dividends CAGR	N/A	12.57%
5Y EPS CAGR	N/A	28.27%
Debt to Equity	N/A	46.29%
P/S Ratio	N/A	1.81
P/B Ratio	N/A	2.53

Net Assets

Winner

BUFF

$834M

IGE

$833M

Expense Ratio

BUFF

0.89%

Winner

IGE

0.39%

Max Drawdown

Winner

BUFF

46.23%

IGE

73.46%

Sharpe Ratio

BUFF

1.81

Winner

IGE

1.97

5Y Beta

Winner

BUFF

0.47

IGE

0.68

P/E Ratio

BUFF

N/A

IGE

23.28

Forward P/E

BUFF

N/A

IGE

13.62

5Y Dividends CAGR

BUFF

N/A

IGE

12.57%

5Y EPS CAGR

BUFF

N/A

IGE

28.27%

Debt to Equity

BUFF

N/A

IGE

46.29%

P/S Ratio

BUFF

N/A

IGE

1.81

P/B Ratio

BUFF

N/A

IGE

2.53

BUFF vs IGE - Holdings Comparison

BUFF and IGE have 0 common holdings. Overlap is 0.00%

BUFF's top 25 holdings weight is 99.92%. IGE's top 25 holdings weight is 68.12%.

Rank	BUFF	IGE
#1	INNOVATOR U.S. EQUITY POWER BFFRETF„¢-MAR (PMAR) - 16.55%	EXXON MOBIL CORP (XOM) - 10.16%
#2	INNOVATOR U.S. EQUITY POWER BFFRETF„¢-JUL (PJUL) - 16.44%	CHEVRON CORP (CVX) - 9.40%
#3	INNOVATOR US EQUITY POWER BUFFER ETF NOV (PNOV) - 8.46%	CONOCOPHILLIPS (COP) - 3.87%
#4	INNOVATOR U.S. EQ POWER BUFFER ETF DEC (PDEC) - 8.42%	ENBRIDGE INC (n/a) - 3.32%
#5	INNOVATOR US EQUITY POWER BFFR ETF„¢ FEB (PFEB) - 8.38%	NEWMONT CORP (NEM) - 3.08%
#6	INNOVATOR U.S. EQUITY POWER BUF ETF„¢ OCT (POCT) - 8.38%	CANADIAN NATURAL RESOURCES LTD (n/a) - 2.65%
#7	INNOVATOR US EQUITY POWER BUFF ETF„¢ JAN (PJAN) - 8.37%	WILLIAMS COMPANIES INC (WMB) - 2.51%
#8	INNOVATOR US EQUITY POWER BUFFER ETF-SEP (PSEP) - 8.32%	FREEPORT-MCMORAN INC (FCX) - 2.33%
#9	INNOVATOR U.S. EQUITY POWER BUFFERETFAUG (PAUG) - 8.31%	AGNICO EAGLE MINES LTD (n/a) - 2.31%
#10	INNOVATOR U.S. EQUITY POWERBFFRETF„¢-APR (PAPR) - 8.29%	SLB LTD (SLB) - 2.24%
#11	N/A	SUNCOR ENERGY INC (SU) - 2.10%
#12	N/A	EOG RESOURCES INC (EOG) - 2.01%
#13	N/A	MARATHON PETROLEUM CORP (MPC) - 1.97%
#14	N/A	VALERO ENERGY CORP (VLO) - 1.97%
#15	N/A	TC ENERGY CORP (TRP) - 1.93%
#16	N/A	PHILLIPS 66 (PSX) - 1.88%
#17	N/A	BARRICK MINING CORP (n/a) - 1.79%
#18	N/A	CRH PLC (CRH) - 1.76%
#19	N/A	KINDER MORGAN INC CLASS P (KMI) - 1.73%
#20	N/A	BAKER HUGHES CO CLASS A (BKR) - 1.71%
#21	N/A	TARGA RESOURCES CORP (TRGP) - 1.56%
#22	N/A	ONEOK INC (OKE) - 1.55%
#23	N/A	WHEATON PRECIOUS METALS CORP (WPM) - 1.51%
#24	N/A	DEVON ENERGY CORP (DVN) - 1.42%
#25	N/A	CHENIERE ENERGY INC (LNG) - 1.36%
Total Holdings	10	140

BUFF vs IGE - Historical Returns

Returns include dividend reinvestment.

Period	BUFF	IGE
1 month	+0.83%	-3.62%
3 months	+4.13%	-2.36%
6 months	+5.07%	+19.36%
1 year	+14.06%	+40.86%
5 years(CAGR)	+8.57%	+16.51%
10 years(CAGR)	+8.56%	+9.24%
Max(CAGR)	+8.56%	+7.95%

Winner

BUFF

+0.83%

IGE

-3.62%

Winner

BUFF

+4.13%

IGE

-2.36%

BUFF

+5.07%

Winner

IGE

+19.36%

BUFF

+14.06%

Winner

IGE

+40.86%

5Y(CAGR)

BUFF

+8.57%

Winner

IGE

+16.51%

10Y(CAGR)

BUFF

+8.56%

Winner

IGE

+9.24%

Max(CAGR)

Winner

BUFF

+8.56%

IGE

+7.95%

BUFF vs IGE - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BUFF	IGE
2026	+4.48%	+17.11%
2025	+10.90%	+18.87%
2024	+12.52%	+7.10%
2023	+16.78%	+6.22%
2022	-4.68%	+31.15%
2021	+8.98%	+38.01%
2020	-13.38%	-19.74%
2019	+33.93%	+15.24%
2018	-6.48%	-23.01%
2017	+14.26%	-0.50%
2016	+12.16%	+30.28%
2015	N/A	-24.89%
2014	N/A	-9.16%
2013	N/A	+13.43%
2012	N/A	-1.17%
2011	N/A	-8.30%
2010	N/A	+19.38%
2009	N/A	+30.69%
2008	N/A	-43.73%
2007	N/A	+38.51%
2006	N/A	+11.89%
2005	N/A	+40.03%
2004	N/A	+24.17%
2003	N/A	+30.72%
2002	N/A	-13.54%
2001	N/A	+5.48%

BUFF vs IGE Drawdown Comparison

The maximum drawdown for BUFF was -46.23%, occurring on Mar 23, 2020. Recovery took 969 trading sessions.

The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.

The current BUFF drawdown is -0.89%. The current IGE drawdown is -5.80%.

Rank	BUFF	IGE
#1	-46.23% Jan 17, 2020 - Nov 22, 2023	-67.55% Jul 3, 2014 - Mar 10, 2022
#2	-16.18% Jan 23, 2018 - Apr 5, 2019	-61.55% May 20, 2008 - Jun 12, 2014
#3	-10.24% Feb 19, 2025 - Jun 6, 2025	-31.20% Apr 2, 2002 - Dec 17, 2003
#4	-3.58% Feb 25, 2026 - Apr 9, 2026	-25.68% Jun 7, 2022 - Mar 13, 2024
#5	-3.55% Jul 10, 2019 - Aug 19, 2019	-19.49% Nov 22, 2024 - Aug 27, 2025
#6	-3.48% Dec 8, 2016 - Jan 25, 2017	-18.06% May 10, 2006 - Mar 29, 2007
#7	-3.46% Sep 26, 2019 - Dec 12, 2019	-16.15% Jan 3, 2008 - Apr 16, 2008
#8	-3.31% Oct 20, 2016 - Nov 9, 2016	-14.70% Sep 29, 2005 - Jan 4, 2006
#9	-3.25% Jul 16, 2024 - Aug 15, 2024	-14.26% Mar 4, 2005 - Jun 17, 2005
#10	-2.76% Jun 19, 2017 - Aug 16, 2017	-13.77% Jul 19, 2007 - Sep 20, 2007
#11	-2.43% Feb 15, 2017 - Mar 15, 2017	-11.17% Jan 31, 2006 - Apr 17, 2006
#12	-2.40% Jun 20, 2019 - Jul 3, 2019	-9.92% Nov 6, 2007 - Dec 28, 2007
#13	-2.40% Nov 23, 2016 - Nov 30, 2016	-9.49% Apr 20, 2022 - May 26, 2022
#14	-2.30% Jan 25, 2017 - Feb 13, 2017	-8.96% Apr 5, 2024 - Oct 4, 2024
#15	-1.94% Oct 28, 2025 - Nov 26, 2025	-8.08% Dec 28, 2001 - Feb 25, 2002

Correlation

Correlation between BUFF and IGE is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2001 - 2026)

BUFF vs IGE dividend yield comparison.

Year	BUFF	IGE
2026	0.00%	0.41%
2025	0.00%	2.32%
2024	0.00%	2.54%
2023	0.00%	2.85%
2022	0.00%	2.96%
2021	0.00%	2.92%
2020	1.78%	3.34%
2019	1.26%	5.55%
2018	1.74%	2.68%
2017	1.55%	2.11%
2016	0.18%	1.66%
2015	0.00%	3.08%
2014	0.00%	1.83%
2013	0.00%	1.50%
2012	0.00%	1.56%
2011	0.00%	1.19%
2010	0.00%	1.38%
2009	0.00%	1.05%
2008	0.00%	1.36%
2007	0.00%	0.81%
2006	0.00%	1.14%
2005	0.00%	0.97%
2004	0.00%	1.09%
2003	0.00%	1.38%
2002	0.00%	1.71%
2001	0.00%	0.39%