DEFR vs ZJAN

Comparison between APTUS DEFERRED INCOME ETF (DEFR, ETF) and Innovator Equity Defined Protection ETF 1 Yr January (ZJAN, ETF).

DEFR vs ZJAN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DEFR(ETF)	ZJAN(ETF)
Net Assets	$116M	$115M
Expense Ratio	0.79%	0.79%
Max Drawdown	3.90%	3.20%
Sharpe Ratio	0.15	1.66
5Y Beta	0.20	0.15

Net Assets

Winner

DEFR

$116M

ZJAN

$115M

Expense Ratio

DEFR

0.79%

ZJAN

0.79%

Max Drawdown

DEFR

3.90%

Winner

ZJAN

3.20%

Sharpe Ratio

DEFR

0.15

Winner

ZJAN

1.66

5Y Beta

DEFR

0.20

Winner

ZJAN

0.15

DEFR vs ZJAN - Historical Returns

Returns include dividend reinvestment.

Period	DEFR	ZJAN
1 month	-0.64%	+0.41%
3 months	-2.33%	+1.69%
6 months	-0.94%	+2.53%
1 year	+4.71%	+7.30%
Max(CAGR)	+5.41%	+6.22%

DEFR

-0.64%

Winner

ZJAN

+0.41%

DEFR

-2.33%

Winner

ZJAN

+1.69%

DEFR

-0.94%

Winner

ZJAN

+2.53%

DEFR

+4.71%

Winner

ZJAN

+7.30%

Max(CAGR)

DEFR

+5.41%

Winner

ZJAN

+6.22%

DEFR vs ZJAN - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	DEFR	ZJAN
2026	-1.05%	+1.91%
2025	+6.86%	+6.79%

DEFR vs ZJAN Drawdown Comparison

The maximum drawdown for DEFR was -3.90%, occurring on May 19, 2026. This drawdown has not yet recovered.

The maximum drawdown for ZJAN was -3.20%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.

The current DEFR drawdown is -3.33%. The current ZJAN drawdown is -0.29%.

Rank	DEFR	ZJAN
#1	-3.90% Feb 27, 2026 - May 19, 2026	-3.20% Feb 19, 2025 - May 16, 2025
#2	-1.47% Oct 27, 2025 - Nov 26, 2025	-1.36% Feb 25, 2026 - Apr 13, 2026
#3	-1.33% Jun 30, 2025 - Jul 29, 2025	-0.62% Nov 12, 2025 - Nov 25, 2025
#4	-1.25% Nov 26, 2025 - Feb 9, 2026	-0.62% May 19, 2025 - Jun 2, 2025
#5	-0.96% Sep 22, 2025 - Sep 29, 2025	-0.52% Oct 9, 2025 - Oct 20, 2025
#6	-0.96% Aug 4, 2025 - Sep 2, 2025	-0.51% Jan 6, 2025 - Jan 17, 2025
#7	-0.88% May 15, 2025 - May 27, 2025	-0.44% Jan 12, 2026 - Jan 27, 2026
#8	-0.85% Jun 4, 2025 - Jun 9, 2025	-0.42% Jul 28, 2025 - Aug 6, 2025
#9	-0.72% Sep 29, 2025 - Oct 15, 2025	-0.36% Feb 10, 2026 - Feb 25, 2026
#10	-0.63% Jun 9, 2025 - Jun 16, 2025	-0.33% Jan 28, 2026 - Feb 10, 2026
#11	-0.57% Sep 11, 2025 - Sep 22, 2025	-0.29% Jun 2, 2026 - Jun 5, 2026
#12	-0.51% Jun 16, 2025 - Jun 23, 2025	-0.28% Jan 24, 2025 - Feb 13, 2025
#13	-0.46% May 27, 2025 - May 29, 2025	-0.26% Aug 28, 2025 - Sep 4, 2025
#14	-0.34% Sep 2, 2025 - Sep 4, 2025	-0.22% Jun 12, 2025 - Jun 23, 2025
#15	-0.26% Feb 17, 2026 - Feb 20, 2026	-0.20% Sep 22, 2025 - Oct 1, 2025