FXD vs UJAN

Comparison between FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND (FXD, ETF) and Innovator U.S. Equity Ultra Buffer ETF - January (UJAN, ETF).

5-Year PerformanceUJAN has outperformed FXD, delivering a return of +8.1% compared to +3.7%

FXD vs UJAN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FXD(ETF)	UJAN(ETF)
Net Assets	$269M	$269M
Expense Ratio	0.60%	0.79%
Max Drawdown	65.66%	13.69%
Sharpe Ratio	0.17	1.41
5Y Beta	0.99	0.39
P/E Ratio	17.00	N/A
Forward P/E	14.64	N/A
PEG Ratio	0.14	N/A
5Y Dividends CAGR	30.66%	N/A
5Y EPS CAGR	8.52%	N/A
Debt to Equity	-13.28%	N/A
P/S Ratio	0.84	N/A
P/B Ratio	2.56	N/A

Net Assets

Winner

FXD

$269M

UJAN

$269M

Expense Ratio

Winner

FXD

0.60%

UJAN

0.79%

Max Drawdown

FXD

65.66%

Winner

UJAN

13.69%

Sharpe Ratio

FXD

0.17

Winner

UJAN

1.41

5Y Beta

FXD

0.99

Winner

UJAN

0.39

P/E Ratio

FXD

17.00

UJAN

N/A

Forward P/E

FXD

14.64

UJAN

N/A

PEG Ratio

FXD

0.14

UJAN

N/A

5Y Dividends CAGR

FXD

30.66%

UJAN

N/A

5Y EPS CAGR

FXD

8.52%

UJAN

N/A

Debt to Equity

FXD

-13.28%

UJAN

N/A

P/S Ratio

FXD

0.84

UJAN

N/A

P/B Ratio

FXD

2.56

UJAN

N/A

FXD vs UJAN - Historical Returns

Returns include dividend reinvestment.

Period	FXD	UJAN
1 month	+1.99%	+1.14%
3 months	+6.93%	+2.41%
6 months	-0.67%	+5.82%
1 year	+5.90%	+11.87%
5 years(CAGR)	+3.70%	+8.15%
10 years(CAGR)	+7.75%	N/A
Max(CAGR)	+7.55%	+8.22%

Winner

FXD

+1.99%

UJAN

+1.14%

Winner

FXD

+6.93%

UJAN

+2.41%

FXD

-0.67%

Winner

UJAN

+5.82%

FXD

+5.90%

Winner

UJAN

+11.87%

5Y(CAGR)

FXD

+3.70%

Winner

UJAN

+8.15%

10Y(CAGR)

FXD

+7.75%

UJAN

N/A

Max(CAGR)

FXD

+7.55%

Winner

UJAN

+8.22%

FXD vs UJAN - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FXD	UJAN
2026	+1.82%	+6.42%
2025	+7.10%	+11.15%
2024	+11.64%	+13.57%
2023	+23.44%	+16.04%
2022	-21.71%	-6.13%
2021	+24.97%	+6.36%
2020	+12.64%	+6.72%
2019	+23.21%	+10.23%
2018	-12.65%	N/A
2017	+19.03%	N/A
2016	+6.77%	N/A
2015	-3.09%	N/A
2014	+12.15%	N/A
2013	+40.52%	N/A
2012	+15.09%	N/A
2011	-0.13%	N/A
2010	+30.59%	N/A
2009	+51.69%	N/A
2008	-41.59%	N/A
2007	-15.15%	N/A

FXD vs UJAN Drawdown Comparison

The maximum drawdown for FXD was -65.27%, occurring on Mar 9, 2009. Recovery took 903 trading sessions.

The maximum drawdown for UJAN was -13.69%, occurring on Mar 20, 2020. Recovery took 117 trading sessions.

The current FXD drawdown is -2.71%. The current UJAN drawdown is -0.20%.

Rank	FXD	UJAN
#1	-65.27% Jul 9, 2007 - Feb 4, 2011	-13.69% Feb 19, 2020 - Aug 5, 2020
#2	-49.54% Feb 19, 2020 - Nov 13, 2020	-9.03% Feb 19, 2025 - Jun 24, 2025
#3	-33.74% Nov 16, 2021 - Mar 27, 2024	-8.85% Jan 3, 2022 - May 18, 2023
#4	-26.02% Dec 4, 2024 - Aug 22, 2025	-4.84% Sep 14, 2023 - Nov 8, 2023
#5	-24.03% Jul 7, 2011 - Mar 13, 2012	-3.98% Feb 2, 2026 - Apr 14, 2026
#6	-22.16% Jan 24, 2018 - Nov 18, 2019	-3.25% Jul 16, 2024 - Aug 16, 2024
#7	-20.18% Mar 20, 2015 - Dec 7, 2016	-2.94% Oct 12, 2020 - Nov 6, 2020
#8	-14.19% Mar 26, 2012 - Jan 2, 2013	-2.51% Sep 2, 2020 - Oct 9, 2020
#9	-13.94% Jan 13, 2026 - Mar 30, 2026	-2.50% Mar 28, 2024 - May 9, 2024
#10	-12.24% Mar 28, 2024 - Oct 18, 2024	-2.01% Apr 30, 2019 - Jun 17, 2019
#11	-11.01% Sep 8, 2025 - Jan 6, 2026	-1.82% Jul 26, 2019 - Sep 11, 2019
#12	-10.15% Sep 5, 2014 - Nov 12, 2014	-1.43% Aug 30, 2024 - Sep 16, 2024
#13	-8.68% Dec 31, 2013 - Feb 25, 2014	-1.41% Jun 4, 2026 - Jul 6, 2026
#14	-8.66% May 12, 2011 - Jul 1, 2011	-1.38% Jul 31, 2023 - Aug 30, 2023
#15	-7.79% Mar 7, 2014 - Jun 27, 2014	-1.34% Nov 11, 2025 - Nov 25, 2025