FDM vs IJAN

Comparison between FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND (FDM, ETF) and Innovator International Developed Power Buffer ETF January (IJAN, ETF).

5-Year PerformanceFDM has outperformed IJAN, delivering a return of +10.9% compared to +7.7%

FDM vs IJAN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDM(ETF)	IJAN(ETF)
Net Assets	$262M	$260M
Expense Ratio	0.60%	0.85%
Max Drawdown	64.00%	22.68%
Sharpe Ratio	1.32	1.06
5Y Beta	0.89	0.42
P/E Ratio	26.04	N/A
Forward P/E	11.62	N/A
5Y Dividends CAGR	13.54%	N/A
5Y EPS CAGR	8.14%	N/A
Debt to Equity	18.00%	N/A
P/S Ratio	0.94	N/A
P/B Ratio	1.53	N/A

Net Assets

Winner

FDM

$262M

IJAN

$260M

Expense Ratio

Winner

FDM

0.60%

IJAN

0.85%

Max Drawdown

FDM

64.00%

Winner

IJAN

22.68%

Sharpe Ratio

Winner

FDM

1.32

IJAN

1.06

5Y Beta

FDM

0.89

Winner

IJAN

0.42

P/E Ratio

FDM

26.04

IJAN

N/A

Forward P/E

FDM

11.62

IJAN

N/A

5Y Dividends CAGR

FDM

13.54%

IJAN

N/A

5Y EPS CAGR

FDM

8.14%

IJAN

N/A

Debt to Equity

FDM

18.00%

IJAN

N/A

P/S Ratio

FDM

0.94

IJAN

N/A

P/B Ratio

FDM

1.53

IJAN

N/A

FDM vs IJAN - Historical Returns

Returns include dividend reinvestment.

Period	FDM	IJAN
1 month	+1.73%	+2.39%
3 months	+7.79%	+3.53%
6 months	+9.98%	+3.70%
1 year	+26.21%	+11.87%
5 years(CAGR)	+10.95%	+7.67%
10 years(CAGR)	+11.69%	N/A
Max(CAGR)	+8.84%	+7.14%

FDM

+1.73%

Winner

IJAN

+2.39%

Winner

FDM

+7.79%

IJAN

+3.53%

Winner

FDM

+9.98%

IJAN

+3.70%

Winner

FDM

+26.21%

IJAN

+11.87%

5Y(CAGR)

Winner

FDM

+10.95%

IJAN

+7.67%

10Y(CAGR)

FDM

+11.69%

IJAN

N/A

Max(CAGR)

Winner

FDM

+8.84%

IJAN

+7.14%

FDM vs IJAN - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	FDM	IJAN
2026	+18.27%	+7.41%
2025	+18.79%	+19.62%
2024	+13.46%	+0.59%
2023	+13.27%	+13.52%
2022	-12.56%	-2.52%
2021	+37.09%	+6.45%
2020	-3.63%	+3.49%
2019	+25.23%	N/A
2018	-13.54%	N/A
2017	+8.17%	N/A
2016	+39.60%	N/A
2015	+1.80%	N/A
2014	+5.36%	N/A
2013	+40.37%	N/A
2012	+13.50%	N/A
2011	-10.89%	N/A
2010	+22.46%	N/A
2009	+20.05%	N/A
2008	-31.20%	N/A
2007	-7.21%	N/A
2006	+14.35%	N/A
2005	+2.51%	N/A

FDM vs IJAN Drawdown Comparison

The maximum drawdown for FDM was -63.45%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.

The maximum drawdown for IJAN was -22.68%, occurring on Mar 18, 2020. Recovery took 210 trading sessions.

The current FDM drawdown is -3.09%. The current IJAN drawdown is -0.14%.

Rank	FDM	IJAN
#1	-63.45% Jul 12, 2007 - Feb 19, 2013	-22.68% Jan 17, 2020 - Nov 16, 2020
#2	-47.76% Aug 22, 2018 - Jan 7, 2021	-16.71% Jan 4, 2022 - Jan 11, 2023
#3	-23.75% Nov 11, 2021 - Jul 15, 2024	-10.30% Sep 26, 2024 - May 13, 2025
#4	-23.46% Dec 11, 2024 - Jul 2, 2025	-9.71% Jul 31, 2023 - Dec 14, 2023
#5	-17.78% Jun 23, 2015 - Jul 12, 2016	-6.14% Feb 26, 2026 - May 6, 2026
#6	-14.47% May 5, 2006 - Nov 15, 2006	-4.61% Feb 1, 2023 - Apr 3, 2023
#7	-12.49% Jul 3, 2014 - Dec 23, 2014	-4.51% Jul 12, 2024 - Aug 19, 2024
#8	-11.32% Jul 31, 2024 - Nov 6, 2024	-3.30% May 5, 2023 - Jun 13, 2023
#9	-10.25% Mar 15, 2021 - Nov 1, 2021	-3.26% Jun 15, 2023 - Jul 13, 2023
#10	-9.30% Feb 9, 2026 - Apr 14, 2026	-3.17% Nov 8, 2021 - Dec 27, 2021
#11	-9.30% Dec 24, 2013 - Mar 4, 2014	-3.09% Mar 27, 2024 - May 9, 2024
#12	-8.54% Jan 4, 2017 - Jul 3, 2017	-2.75% Aug 30, 2024 - Sep 19, 2024
#13	-8.43% Apr 2, 2014 - Jul 3, 2014	-2.27% Jan 14, 2021 - Feb 9, 2021
#14	-8.34% Jan 19, 2018 - May 9, 2018	-2.24% Dec 27, 2023 - Feb 1, 2024
#15	-7.92% Feb 22, 2007 - Apr 17, 2007	-2.05% Jun 6, 2024 - Jul 10, 2024