BWZ vs UJAN

Comparison between SPDR(R) BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF (BWZ, ETF) and Innovator U.S. Equity Ultra Buffer ETF - January (UJAN, ETF).

5-Year PerformanceUJAN has outperformed BWZ, delivering a return of +7.8% compared to -2.1%

BWZ vs UJAN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWZ(ETF)	UJAN(ETF)
Net Assets	$324M	$324M
Expense Ratio	0.35%	0.79%
Max Drawdown	38.33%	13.69%
Sharpe Ratio	-0.61	1.79
5Y Beta	-0.00	0.39
5Y Dividends CAGR	110.68%	N/A

Net Assets

BWZ

$324M

Winner

UJAN

$324M

Expense Ratio

Winner

BWZ

0.35%

UJAN

0.79%

Max Drawdown

BWZ

38.33%

Winner

UJAN

13.69%

Sharpe Ratio

BWZ

-0.61

Winner

UJAN

1.79

5Y Beta

Winner

BWZ

-0.00

UJAN

0.39

5Y Dividends CAGR

BWZ

110.68%

UJAN

N/A

BWZ vs UJAN - Historical Returns

Returns include dividend reinvestment.

Period	BWZ	UJAN
1 month	-1.29%	+0.85%
3 months	-1.09%	+3.76%
6 months	-0.33%	+4.77%
1 year	-0.94%	+13.90%
5 years(CAGR)	-2.12%	+7.83%
10 years(CAGR)	-0.54%	N/A
Max(CAGR)	-0.23%	+8.11%

BWZ

-1.29%

Winner

UJAN

+0.85%

BWZ

-1.09%

Winner

UJAN

+3.76%

BWZ

-0.33%

Winner

UJAN

+4.77%

BWZ

-0.94%

Winner

UJAN

+13.90%

5Y(CAGR)

BWZ

-2.12%

Winner

UJAN

+7.83%

10Y(CAGR)

BWZ

-0.54%

UJAN

N/A

Max(CAGR)

BWZ

-0.23%

Winner

UJAN

+8.11%

BWZ vs UJAN - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	BWZ	UJAN
2026	-0.73%	+3.88%
2025	+10.88%	+11.15%
2024	-4.53%	+13.57%
2023	+3.85%	+16.04%
2022	-10.17%	-6.13%
2021	-6.90%	+6.36%
2020	+6.74%	+6.72%
2019	+1.29%	+10.23%
2018	-3.82%	N/A
2017	+10.82%	N/A
2016	-1.22%	N/A
2015	-6.54%	N/A
2014	-9.36%	N/A
2013	-2.29%	N/A
2012	+2.23%	N/A
2011	-0.77%	N/A
2010	+0.98%	N/A
2009	+12.97%	N/A

BWZ vs UJAN Drawdown Comparison

The maximum drawdown for BWZ was -34.22%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The maximum drawdown for UJAN was -13.69%, occurring on Mar 20, 2020. Recovery took 117 trading sessions.

The current BWZ drawdown is -22.82%. The current UJAN drawdown is -0.79%.

Rank	BWZ	UJAN
#1	-34.22% Aug 29, 2011 - Sep 27, 2022	-13.69% Feb 19, 2020 - Aug 5, 2020
#2	-13.70% Dec 1, 2009 - Nov 4, 2010	-9.03% Feb 19, 2025 - Jun 24, 2025
#3	-6.59% Nov 4, 2010 - Jan 26, 2011	-8.85% Jan 3, 2022 - May 18, 2023
#4	-5.56% Feb 9, 2009 - Mar 18, 2009	-4.84% Sep 14, 2023 - Nov 8, 2023
#5	-5.06% Jan 26, 2011 - Apr 26, 2011	-3.98% Feb 2, 2026 - Apr 14, 2026
#6	-3.58% May 2, 2011 - Jul 29, 2011	-3.25% Jul 16, 2024 - Aug 16, 2024
#7	-3.43% Jun 2, 2009 - Jul 20, 2009	-2.94% Oct 12, 2020 - Nov 6, 2020
#8	-2.51% Mar 19, 2009 - May 4, 2009	-2.51% Sep 2, 2020 - Oct 9, 2020
#9	-2.22% Oct 14, 2009 - Nov 11, 2009	-2.50% Mar 28, 2024 - May 9, 2024
#10	-2.20% Jul 29, 2011 - Aug 29, 2011	-2.01% Apr 30, 2019 - Jun 17, 2019
#11	-2.14% Sep 18, 2009 - Oct 14, 2009	-1.82% Jul 26, 2019 - Sep 11, 2019
#12	-1.88% Aug 4, 2009 - Aug 25, 2009	-1.43% Aug 30, 2024 - Sep 16, 2024
#13	-1.52% Feb 3, 2009 - Feb 9, 2009	-1.38% Jul 31, 2023 - Aug 30, 2023
#14	-1.10% May 22, 2009 - Jun 1, 2009	-1.34% Nov 11, 2025 - Nov 25, 2025
#15	-1.05% Nov 11, 2009 - Nov 25, 2009	-1.27% Jan 6, 2025 - Jan 17, 2025