ESG vs PSTP

Comparison between FLEXSHARES STOXX US ESG SELECT INDEX FUND (ESG, ETF) and Innovator Power Buffer Step-Up Strategy ETF (PSTP, ETF).

ESG vs PSTP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESG(ETF)	PSTP(ETF)
Net Assets	$128M	$128M
Expense Ratio	0.32%	0.89%
Max Drawdown	32.89%	12.46%
Sharpe Ratio	1.53	1.16
5Y Beta	0.90	0.52
P/E Ratio	27.56	N/A
Forward P/E	21.28	N/A
PEG Ratio	0.46	N/A
5Y Dividends CAGR	4.34%	N/A
5Y EPS CAGR	24.32%	N/A
Debt to Equity	40.18%	N/A
P/S Ratio	3.17	N/A
P/B Ratio	4.96	N/A

Net Assets

Winner

ESG

$128M

PSTP

$128M

Expense Ratio

Winner

ESG

0.32%

PSTP

0.89%

Max Drawdown

ESG

32.89%

Winner

PSTP

12.46%

Sharpe Ratio

Winner

ESG

1.53

PSTP

1.16

5Y Beta

ESG

0.90

Winner

PSTP

0.52

P/E Ratio

ESG

27.56

PSTP

N/A

Forward P/E

ESG

21.28

PSTP

N/A

PEG Ratio

ESG

0.46

PSTP

N/A

5Y Dividends CAGR

ESG

4.34%

PSTP

N/A

5Y EPS CAGR

ESG

24.32%

PSTP

N/A

Debt to Equity

ESG

40.18%

PSTP

N/A

P/S Ratio

ESG

3.17

PSTP

N/A

P/B Ratio

ESG

4.96

PSTP

N/A

ESG vs PSTP - Historical Returns

Returns include dividend reinvestment.

Period	ESG	PSTP
1 month	+3.29%	+0.97%
3 months	+9.29%	+3.19%
6 months	+10.08%	+3.31%
1 year	+23.63%	+11.84%
5 years(CAGR)	+12.14%	+8.75%
10 years(CAGR)	+14.84%	N/A
Max(CAGR)	+14.84%	+8.75%

Winner

ESG

+3.29%

PSTP

+0.97%

Winner

ESG

+9.29%

PSTP

+3.19%

Winner

ESG

+10.08%

PSTP

+3.31%

Winner

ESG

+23.63%

PSTP

+11.84%

5Y(CAGR)

Winner

ESG

+12.14%

PSTP

+8.75%

10Y(CAGR)

ESG

+14.84%

PSTP

N/A

Max(CAGR)

Winner

ESG

+14.84%

PSTP

+8.75%

ESG vs PSTP - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	ESG	PSTP
2026	+9.29%	+3.05%
2025	+16.48%	+10.45%
2024	+20.72%	+13.77%
2023	+28.05%	+13.73%
2022	-20.63%	-2.80%
2021	+30.12%	N/A
2020	+19.77%	N/A
2019	+30.99%	N/A
2018	-5.15%	N/A
2017	+22.77%	N/A
2016	+5.71%	N/A

ESG vs PSTP Drawdown Comparison

The maximum drawdown for ESG was -32.52%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.

The maximum drawdown for PSTP was -12.46%, occurring on Oct 12, 2022. Recovery took 303 trading sessions.

The current ESG drawdown is -3.03%. The current PSTP drawdown is -1.10%.

Rank	ESG	PSTP
#1	-32.52% Feb 19, 2020 - Aug 6, 2020	-12.46% Mar 29, 2022 - Jun 13, 2023
#2	-26.04% Jan 3, 2022 - Dec 13, 2023	-10.38% Feb 19, 2025 - Jun 10, 2025
#3	-18.70% Oct 3, 2018 - Apr 12, 2019	-5.78% Jul 28, 2023 - Dec 11, 2023
#4	-18.32% Feb 19, 2025 - Jun 26, 2025	-5.11% Feb 9, 2026 - Apr 17, 2026
#5	-13.41% Jul 10, 2017 - Jan 12, 2018	-4.29% Jul 16, 2024 - Aug 19, 2024
#6	-10.27% Jan 29, 2018 - Aug 6, 2018	-2.67% Oct 28, 2025 - Dec 3, 2025
#7	-10.24% Sep 2, 2020 - Nov 16, 2020	-2.23% Mar 28, 2024 - May 7, 2024
#8	-8.67% Feb 9, 2026 - Apr 17, 2026	-2.02% Aug 30, 2024 - Sep 16, 2024
#9	-8.51% Jul 16, 2024 - Sep 19, 2024	-1.77% Dec 6, 2024 - Jan 21, 2025
#10	-7.02% May 3, 2019 - Jun 20, 2019	-1.44% Oct 18, 2024 - Nov 6, 2024
#11	-6.57% Jul 26, 2019 - Oct 28, 2019	-1.43% Jan 28, 2026 - Feb 9, 2026
#12	-5.44% Mar 28, 2024 - May 15, 2024	-1.42% Jan 12, 2026 - Jan 28, 2026
#13	-5.36% Sep 3, 2021 - Oct 20, 2021	-1.41% Mar 9, 2022 - Mar 16, 2022
#14	-4.72% Oct 28, 2025 - Dec 11, 2025	-1.30% Dec 11, 2025 - Dec 23, 2025
#15	-4.52% Dec 6, 2024 - Jan 27, 2025	-1.17% Oct 8, 2025 - Oct 20, 2025