FT vs BDEC

Comparison between Franklin Universal Trust (FT, ETF) and Innovator U.S. Equity Buffer ETF - December (BDEC, ETF).

5-Year PerformanceBDEC has outperformed FT, delivering a return of +10.1% compared to +5.7%

FT vs BDEC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FT(ETF)	BDEC(ETF)
Net Assets	$218M	$218M
Expense Ratio	N/A	0.79%
Max Drawdown	65.18%	25.60%
Sharpe Ratio	0.14	1.34
5Y Beta	0.29	0.66
5Y Dividends CAGR	4.18%	N/A

Net Assets

$218M

Winner

BDEC

$218M

Expense Ratio

N/A

BDEC

0.79%

Max Drawdown

65.18%

Winner

BDEC

25.60%

Sharpe Ratio

0.14

Winner

BDEC

1.34

5Y Beta

Winner

0.29

BDEC

0.66

5Y Dividends CAGR

4.18%

BDEC

N/A

FT vs BDEC - Historical Returns

Returns include dividend reinvestment.

Period	FT	BDEC
1 month	-2.46%	+2.77%
3 months	-2.16%	+2.66%
6 months	-3.12%	+8.49%
1 year	+4.68%	+17.21%
5 years(CAGR)	+5.67%	+10.10%
10 years(CAGR)	+7.84%	N/A
Max(CAGR)	+7.17%	+11.43%

-2.46%

Winner

BDEC

+2.77%

-2.16%

Winner

BDEC

+2.66%

-3.12%

Winner

BDEC

+8.49%

+4.68%

Winner

BDEC

+17.21%

5Y(CAGR)

+5.67%

Winner

BDEC

+10.10%

10Y(CAGR)

+7.84%

BDEC

N/A

Max(CAGR)

+7.17%

Winner

BDEC

+11.43%

FT vs BDEC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FT	BDEC
2026	+1.07%	+9.85%
2025	+16.44%	+15.13%
2024	+17.47%	+12.85%
2023	+4.51%	+20.26%
2022	-13.44%	-9.52%
2021	+21.55%	+16.72%
2020	+1.47%	+12.85%
2019	+30.84%	+2.40%
2018	-5.40%	N/A
2017	+13.25%	N/A
2016	+24.94%	N/A
2015	-12.94%	N/A
2014	+10.27%	N/A
2013	+3.10%	N/A
2012	+12.59%	N/A
2011	+13.70%	N/A
2010	+17.58%	N/A
2009	+59.78%	N/A
2008	-40.85%	N/A
2007	+7.05%	N/A
2006	+21.52%	N/A
2005	+10.02%	N/A
2004	+10.93%	N/A
2003	+21.38%	N/A
2002	-29.73%	N/A
2001	+16.33%	N/A
2000	+12.12%	N/A
1999	-14.17%	N/A

FT vs BDEC Drawdown Comparison

The maximum drawdown for FT was -54.80%, occurring on Nov 20, 2008. Recovery took 708 trading sessions.

The maximum drawdown for BDEC was -25.60%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.

The current FT drawdown is -4.21%. The current BDEC drawdown is -0.59%.

Rank	FT	BDEC
#1	-54.80% May 16, 2007 - Mar 9, 2010	-25.60% Feb 19, 2020 - Aug 6, 2020
#2	-40.90% Feb 21, 2020 - May 3, 2021	-16.44% Jan 4, 2022 - Jun 12, 2023
#3	-40.83% Apr 15, 2002 - May 16, 2006	-13.95% Feb 19, 2025 - Jun 24, 2025
#4	-23.17% Dec 28, 2021 - Jul 31, 2024	-9.02% Jul 31, 2023 - Dec 1, 2023
#5	-22.90% Nov 5, 1999 - Jan 3, 2001	-6.52% Jan 28, 2026 - Apr 14, 2026
#6	-22.53% Mar 24, 2015 - May 26, 2016	-4.64% Oct 12, 2020 - Nov 6, 2020
#7	-18.10% Mar 9, 2001 - Nov 28, 2001	-4.28% Sep 2, 2020 - Oct 9, 2020
#8	-13.30% May 20, 2013 - Apr 16, 2014	-4.08% Jul 16, 2024 - Aug 16, 2024
#9	-12.55% Jul 7, 2011 - Oct 21, 2011	-3.84% Nov 11, 2025 - Nov 26, 2025
#10	-12.20% Sep 26, 2012 - Jan 29, 2013	-2.83% Dec 6, 2024 - Jan 22, 2025
#11	-10.78% Dec 6, 2017 - Feb 25, 2019	-2.79% Mar 28, 2024 - May 7, 2024
#12	-9.94% Apr 29, 2010 - Jul 20, 2010	-2.61% Jan 20, 2021 - Feb 8, 2021
#13	-9.44% Jul 22, 2016 - Jan 17, 2017	-2.46% Jun 2, 2026 - Jul 6, 2026
#14	-8.76% Mar 3, 2025 - Jun 12, 2025	-2.43% Feb 24, 2021 - Mar 11, 2021
#15	-7.68% Nov 3, 2014 - Jan 16, 2015	-2.24% May 7, 2021 - May 27, 2021