ERTH vs UMAY

Comparison between INVESCO MSCI SUSTAINABLE FUTURE ETF (ERTH, ETF) and Innovator U.S. Equity Ultra Buffer ETF - May (UMAY, ETF).

5-Year PerformanceUMAY has outperformed ERTH, delivering a return of +6.3% compared to -4.9%

ERTH vs UMAY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ERTH(ETF)	UMAY(ETF)
Net Assets	$152M	$152M
Expense Ratio	0.66%	0.79%
Max Drawdown	64.45%	12.12%
Sharpe Ratio	0.66	1.42
5Y Beta	0.87	0.49
5Y Dividends CAGR	23.87%	N/A

Net Assets

ERTH

$152M

Winner

UMAY

$152M

Expense Ratio

Winner

ERTH

0.66%

UMAY

0.79%

Max Drawdown

ERTH

64.45%

Winner

UMAY

12.12%

Sharpe Ratio

ERTH

0.66

Winner

UMAY

1.42

5Y Beta

ERTH

0.87

Winner

UMAY

0.49

5Y Dividends CAGR

ERTH

23.87%

UMAY

N/A

ERTH vs UMAY - Historical Returns

Returns include dividend reinvestment.

Period	ERTH	UMAY
1 month	-2.59%	+0.24%
3 months	+3.80%	+2.85%
6 months	+4.47%	+3.88%
1 year	+14.71%	+9.23%
5 years(CAGR)	-4.94%	+6.29%
10 years(CAGR)	+7.39%	N/A
Max(CAGR)	+5.01%	+6.65%

ERTH

-2.59%

Winner

UMAY

+0.24%

Winner

ERTH

+3.80%

UMAY

+2.85%

Winner

ERTH

+4.47%

UMAY

+3.88%

Winner

ERTH

+14.71%

UMAY

+9.23%

5Y(CAGR)

ERTH

-4.94%

Winner

UMAY

+6.29%

10Y(CAGR)

ERTH

+7.39%

UMAY

N/A

Max(CAGR)

ERTH

+5.01%

Winner

UMAY

+6.65%

ERTH vs UMAY - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	ERTH	UMAY
2026	+2.12%	+3.25%
2025	+17.91%	+8.79%
2024	-11.64%	+14.49%
2023	+0.74%	+12.76%
2022	-28.33%	-9.27%
2021	+2.37%	+5.51%
2020	+50.30%	+7.38%
2019	+36.44%	N/A
2018	-13.57%	N/A
2017	+29.61%	N/A
2016	+14.40%	N/A
2015	+2.69%	N/A
2014	-7.08%	N/A
2013	+35.26%	N/A
2012	+6.01%	N/A
2011	-18.81%	N/A
2010	+5.64%	N/A
2009	+30.84%	N/A
2008	-48.52%	N/A
2007	+43.32%	N/A
2006	+1.70%	N/A

ERTH vs UMAY Drawdown Comparison

The maximum drawdown for ERTH was -64.45%, occurring on Nov 20, 2008. Recovery took 2306 trading sessions.

The maximum drawdown for UMAY was -12.12%, occurring on Oct 11, 2022. Recovery took 424 trading sessions.

The current ERTH drawdown is -30.15%. The current UMAY drawdown is -0.92%.

Rank	ERTH	UMAY
#1	-64.45% Dec 26, 2007 - Feb 23, 2017	-12.12% Apr 4, 2022 - Dec 11, 2023
#2	-51.73% Nov 1, 2021 - Apr 8, 2025	-10.49% Feb 19, 2025 - May 16, 2025
#3	-36.65% Feb 20, 2020 - Jul 17, 2020	-4.02% Jan 4, 2022 - Mar 28, 2022
#4	-21.96% Jan 26, 2018 - Apr 18, 2019	-3.54% Jul 16, 2024 - Aug 19, 2024
#5	-16.53% Jan 7, 2021 - Oct 28, 2021	-2.47% Jun 8, 2020 - Jul 20, 2020
#6	-12.19% Jul 13, 2007 - Oct 1, 2007	-1.93% Aug 30, 2024 - Sep 16, 2024
#7	-10.41% Feb 26, 2007 - Apr 24, 2007	-1.72% Oct 12, 2020 - Nov 5, 2020
#8	-10.08% Jul 1, 2019 - Oct 28, 2019	-1.69% Jun 2, 2026 - Jun 10, 2026
#9	-8.40% Nov 8, 2007 - Dec 6, 2007	-1.49% Aug 27, 2021 - Oct 19, 2021
#10	-8.19% Sep 2, 2020 - Oct 5, 2020	-1.48% May 11, 2020 - May 18, 2020
#11	-8.11% Oct 16, 2020 - Nov 6, 2020	-1.48% Aug 26, 2020 - Oct 9, 2020
#12	-7.37% May 3, 2019 - Jun 27, 2019	-1.42% Nov 18, 2021 - Dec 23, 2021
#13	-6.38% Dec 6, 2006 - Feb 6, 2007	-1.39% May 7, 2021 - May 27, 2021
#14	-6.19% Dec 10, 2007 - Dec 24, 2007	-1.36% Feb 25, 2026 - Apr 2, 2026
#15	-4.92% Oct 31, 2017 - Jan 3, 2018	-1.20% Dec 16, 2024 - Dec 24, 2024

Correlation

Correlation between ERTH and UMAY is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

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