EOCT vs UPGD

Comparison between Innovator Emerging Markets Power Buffer ETF - October (EOCT, ETF) and INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF).

5-Year PerformanceUPGD has outperformed EOCT, delivering a return of +6.8% compared to +6.4%

EOCT vs UPGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EOCT(ETF)	UPGD(ETF)
Net Assets	$112M	$113M
Expense Ratio	0.89%	0.40%
Max Drawdown	20.35%	64.78%
Sharpe Ratio	1.81	0.90
5Y Beta	0.42	0.69
P/E Ratio	N/A	26.25
Forward P/E	N/A	21.49
PEG Ratio	N/A	0.98
5Y Dividends CAGR	N/A	55.56%
5Y EPS CAGR	N/A	13.33%
Debt to Equity	N/A	-40.76%
P/S Ratio	N/A	2.02
P/B Ratio	N/A	4.84

Net Assets

EOCT

$112M

Winner

UPGD

$113M

Expense Ratio

EOCT

0.89%

Winner

UPGD

0.40%

Max Drawdown

Winner

EOCT

20.35%

UPGD

64.78%

Sharpe Ratio

Winner

EOCT

1.81

UPGD

0.90

5Y Beta

Winner

EOCT

0.42

UPGD

0.69

P/E Ratio

EOCT

N/A

UPGD

26.25

Forward P/E

EOCT

N/A

UPGD

21.49

PEG Ratio

EOCT

N/A

UPGD

0.98

5Y Dividends CAGR

EOCT

N/A

UPGD

55.56%

5Y EPS CAGR

EOCT

N/A

UPGD

13.33%

Debt to Equity

EOCT

N/A

UPGD

-40.76%

P/S Ratio

EOCT

N/A

UPGD

2.02

P/B Ratio

EOCT

N/A

UPGD

4.84

EOCT vs UPGD - Historical Returns

Returns include dividend reinvestment.

Period	EOCT	UPGD
1 month	-1.09%	+4.29%
3 months	+4.28%	+4.51%
6 months	+6.69%	+9.61%
1 year	+21.73%	+16.93%
5 years(CAGR)	+6.38%	+6.84%
10 years(CAGR)	N/A	+10.03%
Max(CAGR)	+6.38%	+7.96%

EOCT

-1.09%

Winner

UPGD

+4.29%

EOCT

+4.28%

Winner

UPGD

+4.51%

EOCT

+6.69%

Winner

UPGD

+9.61%

Winner

EOCT

+21.73%

UPGD

+16.93%

5Y(CAGR)

EOCT

+6.38%

Winner

UPGD

+6.84%

10Y(CAGR)

EOCT

N/A

UPGD

+10.03%

Max(CAGR)

EOCT

+6.38%

Winner

UPGD

+7.96%

EOCT vs UPGD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	EOCT	UPGD
2026	+4.57%	+9.20%
2025	+22.01%	+8.98%
2024	+10.78%	+13.80%
2023	+5.70%	+16.47%
2022	-11.13%	-13.97%
2021	-0.50%	+25.57%
2020	N/A	+6.10%
2019	N/A	+30.23%
2018	N/A	-15.51%
2017	N/A	+12.33%
2016	N/A	+21.96%
2015	N/A	-5.93%
2014	N/A	+5.65%
2013	N/A	+39.25%
2012	N/A	+12.96%
2011	N/A	-3.39%
2010	N/A	+25.78%
2009	N/A	+51.42%
2008	N/A	-38.29%
2007	N/A	+2.96%
2006	N/A	-14.71%

EOCT vs UPGD Drawdown Comparison

The maximum drawdown for EOCT was -20.35%, occurring on Oct 24, 2022. Recovery took 683 trading sessions.

The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.

The current EOCT drawdown is -2.02%. The current UPGD drawdown is -1.69%.

Rank	EOCT	UPGD
#1	-20.35% Oct 19, 2021 - Jul 10, 2024	-60.86% May 23, 2006 - Dec 3, 2010
#2	-8.54% Oct 2, 2024 - May 12, 2025	-50.19% Aug 29, 2018 - Dec 3, 2020
#3	-7.03% Jul 12, 2024 - Sep 23, 2024	-28.87% Apr 29, 2011 - Mar 15, 2012
#4	-5.93% Feb 25, 2026 - Apr 17, 2026	-27.28% Jun 23, 2015 - Nov 18, 2016
#5	-2.89% Jul 23, 2025 - Aug 12, 2025	-24.31% Nov 9, 2021 - Feb 27, 2024
#6	-2.49% Oct 29, 2025 - Dec 26, 2025	-16.90% Nov 29, 2024 - Aug 22, 2025
#7	-2.12% Oct 8, 2025 - Oct 20, 2025	-13.43% Mar 26, 2012 - Jan 2, 2013
#8	-2.02% Jun 2, 2026 - Jun 5, 2026	-12.68% Jul 3, 2014 - Feb 24, 2015
#9	-1.51% May 11, 2026 - Jun 1, 2026	-10.11% Jan 26, 2018 - May 16, 2018
#10	-1.42% Jun 12, 2025 - Jun 24, 2025	-10.01% Feb 27, 2026 - May 26, 2026
#11	-1.36% Aug 13, 2025 - Aug 22, 2025	-8.56% Jun 8, 2021 - Oct 19, 2021
#12	-1.31% Aug 22, 2025 - Sep 8, 2025	-6.75% Oct 6, 2025 - Dec 11, 2025
#13	-1.15% Jan 29, 2026 - Feb 10, 2026	-6.71% Jan 22, 2014 - Feb 26, 2014
#14	-1.05% May 19, 2025 - Jun 4, 2025	-6.69% Jul 25, 2017 - Sep 27, 2017
#15	-0.97% Jul 3, 2025 - Jul 15, 2025	-6.68% Apr 2, 2014 - Jun 18, 2014