IGE vs BUFF

Comparison between ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF) and Innovator Laddered Allocation Power Buffer ETF (BUFF, ETF).

5-Year PerformanceIGE has outperformed BUFF, delivering a return of +16.5% compared to +8.6%

IGE vs BUFF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGE(ETF)	BUFF(ETF)
Net Assets	$833M	$834M
Expense Ratio	0.39%	0.89%
Max Drawdown	73.46%	46.23%
Sharpe Ratio	1.97	1.81
5Y Beta	0.68	0.47
P/E Ratio	23.28	N/A
Forward P/E	13.62	N/A
5Y Dividends CAGR	12.57%	N/A
5Y EPS CAGR	28.27%	N/A
Debt to Equity	46.29%	N/A
P/S Ratio	1.81	N/A
P/B Ratio	2.53	N/A

Net Assets

IGE

$833M

Winner

BUFF

$834M

Expense Ratio

Winner

IGE

0.39%

BUFF

0.89%

Max Drawdown

IGE

73.46%

Winner

BUFF

46.23%

Sharpe Ratio

Winner

IGE

1.97

BUFF

1.81

5Y Beta

IGE

0.68

Winner

BUFF

0.47

P/E Ratio

IGE

23.28

BUFF

N/A

Forward P/E

IGE

13.62

BUFF

N/A

5Y Dividends CAGR

IGE

12.57%

BUFF

N/A

5Y EPS CAGR

IGE

28.27%

BUFF

N/A

Debt to Equity

IGE

46.29%

BUFF

N/A

P/S Ratio

IGE

1.81

BUFF

N/A

P/B Ratio

IGE

2.53

BUFF

N/A

IGE vs BUFF - Holdings Comparison

IGE and BUFF have 0 common holdings. Overlap is 0.00%

IGE's top 25 holdings weight is 68.12%. BUFF's top 25 holdings weight is 99.92%.

Rank	IGE	BUFF
#1	EXXON MOBIL CORP (XOM) - 10.16%	INNOVATOR U.S. EQUITY POWER BFFRETF„¢-MAR (PMAR) - 16.55%
#2	CHEVRON CORP (CVX) - 9.40%	INNOVATOR U.S. EQUITY POWER BFFRETF„¢-JUL (PJUL) - 16.44%
#3	CONOCOPHILLIPS (COP) - 3.87%	INNOVATOR US EQUITY POWER BUFFER ETF NOV (PNOV) - 8.46%
#4	ENBRIDGE INC (n/a) - 3.32%	INNOVATOR U.S. EQ POWER BUFFER ETF DEC (PDEC) - 8.42%
#5	NEWMONT CORP (NEM) - 3.08%	INNOVATOR US EQUITY POWER BFFR ETF„¢ FEB (PFEB) - 8.38%
#6	CANADIAN NATURAL RESOURCES LTD (n/a) - 2.65%	INNOVATOR U.S. EQUITY POWER BUF ETF„¢ OCT (POCT) - 8.38%
#7	WILLIAMS COMPANIES INC (WMB) - 2.51%	INNOVATOR US EQUITY POWER BUFF ETF„¢ JAN (PJAN) - 8.37%
#8	FREEPORT-MCMORAN INC (FCX) - 2.33%	INNOVATOR US EQUITY POWER BUFFER ETF-SEP (PSEP) - 8.32%
#9	AGNICO EAGLE MINES LTD (n/a) - 2.31%	INNOVATOR U.S. EQUITY POWER BUFFERETFAUG (PAUG) - 8.31%
#10	SLB LTD (SLB) - 2.24%	INNOVATOR U.S. EQUITY POWERBFFRETF„¢-APR (PAPR) - 8.29%
#11	SUNCOR ENERGY INC (SU) - 2.10%	N/A
#12	EOG RESOURCES INC (EOG) - 2.01%	N/A
#13	MARATHON PETROLEUM CORP (MPC) - 1.97%	N/A
#14	VALERO ENERGY CORP (VLO) - 1.97%	N/A
#15	TC ENERGY CORP (TRP) - 1.93%	N/A
#16	PHILLIPS 66 (PSX) - 1.88%	N/A
#17	BARRICK MINING CORP (n/a) - 1.79%	N/A
#18	CRH PLC (CRH) - 1.76%	N/A
#19	KINDER MORGAN INC CLASS P (KMI) - 1.73%	N/A
#20	BAKER HUGHES CO CLASS A (BKR) - 1.71%	N/A
#21	TARGA RESOURCES CORP (TRGP) - 1.56%	N/A
#22	ONEOK INC (OKE) - 1.55%	N/A
#23	WHEATON PRECIOUS METALS CORP (WPM) - 1.51%	N/A
#24	DEVON ENERGY CORP (DVN) - 1.42%	N/A
#25	CHENIERE ENERGY INC (LNG) - 1.36%	N/A
Total Holdings	140	10

IGE vs BUFF - Historical Returns

Returns include dividend reinvestment.

Period	IGE	BUFF
1 month	-3.62%	+0.83%
3 months	-2.36%	+4.13%
6 months	+19.36%	+5.07%
1 year	+40.86%	+14.06%
5 years(CAGR)	+16.51%	+8.57%
10 years(CAGR)	+9.24%	+8.56%
Max(CAGR)	+7.95%	+8.56%

IGE

-3.62%

Winner

BUFF

+0.83%

IGE

-2.36%

Winner

BUFF

+4.13%

Winner

IGE

+19.36%

BUFF

+5.07%

Winner

IGE

+40.86%

BUFF

+14.06%

5Y(CAGR)

Winner

IGE

+16.51%

BUFF

+8.57%

10Y(CAGR)

Winner

IGE

+9.24%

BUFF

+8.56%

Max(CAGR)

IGE

+7.95%

Winner

BUFF

+8.56%

IGE vs BUFF - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IGE	BUFF
2026	+17.11%	+4.48%
2025	+18.87%	+10.90%
2024	+7.10%	+12.52%
2023	+6.22%	+16.78%
2022	+31.15%	-4.68%
2021	+38.01%	+8.98%
2020	-19.74%	-13.38%
2019	+15.24%	+33.93%
2018	-23.01%	-6.48%
2017	-0.50%	+14.26%
2016	+30.28%	+12.16%
2015	-24.89%	N/A
2014	-9.16%	N/A
2013	+13.43%	N/A
2012	-1.17%	N/A
2011	-8.30%	N/A
2010	+19.38%	N/A
2009	+30.69%	N/A
2008	-43.73%	N/A
2007	+38.51%	N/A
2006	+11.89%	N/A
2005	+40.03%	N/A
2004	+24.17%	N/A
2003	+30.72%	N/A
2002	-13.54%	N/A
2001	+5.48%	N/A

IGE vs BUFF Drawdown Comparison

The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.

The maximum drawdown for BUFF was -46.23%, occurring on Mar 23, 2020. Recovery took 969 trading sessions.

The current IGE drawdown is -5.80%. The current BUFF drawdown is -0.89%.

Rank	IGE	BUFF
#1	-67.55% Jul 3, 2014 - Mar 10, 2022	-46.23% Jan 17, 2020 - Nov 22, 2023
#2	-61.55% May 20, 2008 - Jun 12, 2014	-16.18% Jan 23, 2018 - Apr 5, 2019
#3	-31.20% Apr 2, 2002 - Dec 17, 2003	-10.24% Feb 19, 2025 - Jun 6, 2025
#4	-25.68% Jun 7, 2022 - Mar 13, 2024	-3.58% Feb 25, 2026 - Apr 9, 2026
#5	-19.49% Nov 22, 2024 - Aug 27, 2025	-3.55% Jul 10, 2019 - Aug 19, 2019
#6	-18.06% May 10, 2006 - Mar 29, 2007	-3.48% Dec 8, 2016 - Jan 25, 2017
#7	-16.15% Jan 3, 2008 - Apr 16, 2008	-3.46% Sep 26, 2019 - Dec 12, 2019
#8	-14.70% Sep 29, 2005 - Jan 4, 2006	-3.31% Oct 20, 2016 - Nov 9, 2016
#9	-14.26% Mar 4, 2005 - Jun 17, 2005	-3.25% Jul 16, 2024 - Aug 15, 2024
#10	-13.77% Jul 19, 2007 - Sep 20, 2007	-2.76% Jun 19, 2017 - Aug 16, 2017
#11	-11.17% Jan 31, 2006 - Apr 17, 2006	-2.43% Feb 15, 2017 - Mar 15, 2017
#12	-9.92% Nov 6, 2007 - Dec 28, 2007	-2.40% Jun 20, 2019 - Jul 3, 2019
#13	-9.49% Apr 20, 2022 - May 26, 2022	-2.40% Nov 23, 2016 - Nov 30, 2016
#14	-8.96% Apr 5, 2024 - Oct 4, 2024	-2.30% Jan 25, 2017 - Feb 13, 2017
#15	-8.08% Dec 28, 2001 - Feb 25, 2002	-1.94% Oct 28, 2025 - Nov 26, 2025

Correlation

Correlation between IGE and BUFF is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2001 - 2026)

IGE vs BUFF dividend yield comparison.

Year	IGE	BUFF
2026	0.41%	0.00%
2025	2.32%	0.00%
2024	2.54%	0.00%
2023	2.85%	0.00%
2022	2.96%	0.00%
2021	2.92%	0.00%
2020	3.34%	1.78%
2019	5.55%	1.26%
2018	2.68%	1.74%
2017	2.11%	1.55%
2016	1.66%	0.18%
2015	3.08%	0.00%
2014	1.83%	0.00%
2013	1.50%	0.00%
2012	1.56%	0.00%
2011	1.19%	0.00%
2010	1.38%	0.00%
2009	1.05%	0.00%
2008	1.36%	0.00%
2007	0.81%	0.00%
2006	1.14%	0.00%
2005	0.97%	0.00%
2004	1.09%	0.00%
2003	1.38%	0.00%
2002	1.71%	0.00%
2001	0.39%	0.00%