IMCV vs PJUL
Comparison between ISHARES MORNINGSTAR MID-CAP VALUE ETF (IMCV, ETF) and Innovator U.S. Equity Power Buffer ETF - July (PJUL, ETF).
5-Year PerformancePJUL has outperformed IMCV, delivering a return of +10.5% compared to +9.3%
IMCV vs PJUL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IMCV vs PJUL - Historical Returns
Returns include dividend reinvestment.
IMCV vs PJUL - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCV | PJUL |
|---|---|---|
| 2026 | +10.95% | +4.84% |
| 2025 | +13.71% | +13.13% |
| 2024 | +11.90% | +14.30% |
| 2023 | +12.04% | +20.19% |
| 2022 | -7.02% | -2.14% |
| 2021 | +35.83% | +7.76% |
| 2020 | -3.61% | +7.15% |
| 2019 | +24.35% | +11.97% |
| 2018 | -11.68% | -4.45% |
| 2017 | +11.51% | N/A |
| 2016 | +25.77% | N/A |
| 2015 | -2.44% | N/A |
| 2014 | +12.32% | N/A |
| 2013 | +38.47% | N/A |
| 2012 | +15.22% | N/A |
| 2011 | -3.91% | N/A |
| 2010 | +18.47% | N/A |
| 2009 | +31.62% | N/A |
| 2008 | -34.80% | N/A |
| 2007 | -6.70% | N/A |
| 2006 | +17.11% | N/A |
| 2005 | +12.96% | N/A |
| 2004 | +14.93% | N/A |
IMCV vs PJUL Drawdown Comparison
The maximum drawdown for IMCV was -64.75%, occurring on Mar 9, 2009. Recovery took 1397 trading sessions.
The maximum drawdown for PJUL was -18.17%, occurring on Mar 23, 2020. Recovery took 75 trading sessions.
The current IMCV drawdown is -0.21%.
| Rank | IMCV | PJUL |
|---|---|---|
| #1 | -64.75% Jun 4, 2007 - Dec 18, 2012 | -18.17% Feb 19, 2020 - Jun 5, 2020 |
| #2 | -46.33% Jan 17, 2020 - Jan 14, 2021 | -10.69% Feb 19, 2025 - Jun 6, 2025 |
| #3 | -19.85% Apr 20, 2022 - Dec 26, 2023 | -9.29% Oct 1, 2018 - Apr 8, 2019 |
| #4 | -19.61% Jan 26, 2018 - Sep 12, 2019 | -8.27% Aug 16, 2022 - Jan 26, 2023 |
| #5 | -18.62% Nov 29, 2024 - Aug 22, 2025 | -6.92% Mar 29, 2022 - Aug 11, 2022 |
| #6 | -16.48% May 21, 2015 - Apr 19, 2016 | -5.51% Jul 28, 2023 - Nov 17, 2023 |
| #7 | -9.36% Aug 29, 2014 - Nov 24, 2014 | -4.61% Feb 2, 2023 - Apr 13, 2023 |
| #8 | -8.13% Aug 3, 2005 - Dec 1, 2005 | -4.46% Jun 8, 2020 - Jul 20, 2020 |
| #9 | -7.88% Jun 8, 2021 - Oct 19, 2021 | -4.41% Jul 16, 2024 - Aug 19, 2024 |
| #10 | -7.59% Jun 23, 2016 - Jul 12, 2016 | -4.25% Jan 3, 2022 - Mar 29, 2022 |
| #11 | -7.49% May 8, 2006 - Oct 5, 2006 | -3.64% Feb 25, 2026 - Apr 9, 2026 |
| #12 | -7.40% Nov 16, 2021 - Dec 31, 2021 | -3.31% May 3, 2019 - Jul 1, 2019 |
| #13 | -6.91% Feb 26, 2026 - Apr 30, 2026 | -3.17% Jul 26, 2019 - Oct 17, 2019 |
| #14 | -6.79% Jan 14, 2022 - Mar 25, 2022 | -3.02% Oct 13, 2020 - Nov 5, 2020 |
| #15 | -6.35% Jan 22, 2014 - Feb 20, 2014 | -2.82% Aug 28, 2020 - Oct 12, 2020 |
Correlation
Correlation between IMCV and PJUL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
IMCV vs PJUL dividend yield comparison.
| Year | IMCV | PJUL |
|---|---|---|
| 2026 | 0.84% | 0.00% |
| 2025 | 2.23% | 0.00% |
| 2024 | 2.36% | 0.00% |
| 2023 | 2.30% | 0.00% |
| 2022 | 2.36% | 0.00% |
| 2021 | 1.86% | 0.00% |
| 2020 | 2.61% | 0.00% |
| 2019 | 2.45% | 0.82% |
| 2018 | 2.61% | 0.00% |
| 2017 | 1.87% | 0.00% |
| 2016 | 2.09% | 0.00% |
| 2015 | 2.29% | 0.00% |
| 2014 | 1.95% | 0.00% |
| 2013 | 1.87% | 0.00% |
| 2012 | 2.25% | 0.00% |
| 2011 | 2.26% | 0.00% |
| 2010 | 2.64% | 0.00% |
| 2009 | 2.19% | 0.00% |
| 2008 | 3.80% | 0.00% |
| 2007 | 2.55% | 0.00% |
| 2006 | 1.77% | 0.00% |
| 2005 | 2.57% | 0.00% |
| 2004 | 0.98% | 0.00% |
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