ISCB vs BJUL
Comparison between ISHARES MORNINGSTAR SMALL-CAP ETF (ISCB, ETF) and Innovator U.S. Equity Buffer ETF - July (BJUL, ETF).
5-Year PerformanceBJUL has outperformed ISCB, delivering a return of +11.5% compared to +5.8%
ISCB vs BJUL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ISCB
$275M
Winner
BJUL
$275M
Expense Ratio
Winner
ISCB
0.04%
BJUL
0.79%
Max Drawdown
ISCB
61.85%
Winner
BJUL
24.03%
Sharpe Ratio
ISCB
1.42
Winner
BJUL
1.74
5Y Beta
ISCB
1.05
Winner
BJUL
0.66
P/E Ratio
ISCB
43.19
BJUL
N/A
Forward P/E
ISCB
15.76
BJUL
N/A
5Y Dividends CAGR
ISCB
11.55%
BJUL
N/A
5Y EPS CAGR
ISCB
8.80%
BJUL
N/A
Debt to Equity
ISCB
28.80%
BJUL
N/A
P/S Ratio
ISCB
1.58
BJUL
N/A
P/B Ratio
ISCB
2.42
BJUL
N/A
ISCB vs BJUL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ISCB
+3.65%
BJUL
+1.04%
3M
Winner
ISCB
+13.89%
BJUL
+7.31%
6M
Winner
ISCB
+11.70%
BJUL
+6.92%
1Y
Winner
ISCB
+30.12%
BJUL
+17.69%
5Y(CAGR)
ISCB
+5.77%
Winner
BJUL
+11.51%
10Y(CAGR)
ISCB
+9.62%
BJUL
N/A
Max(CAGR)
ISCB
+8.88%
Winner
BJUL
+10.03%
ISCB vs BJUL - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ISCB | BJUL |
|---|---|---|
| 2026 | +12.45% | +6.22% |
| 2025 | +12.40% | +14.00% |
| 2024 | +11.73% | +19.20% |
| 2023 | +20.10% | +22.22% |
| 2022 | -19.85% | -7.58% |
| 2021 | +19.27% | +11.66% |
| 2020 | +6.32% | +8.50% |
| 2019 | +29.09% | +17.26% |
| 2018 | -14.33% | -8.49% |
| 2017 | +12.73% | N/A |
| 2016 | +25.73% | N/A |
| 2015 | -5.44% | N/A |
| 2014 | +10.25% | N/A |
| 2013 | +33.18% | N/A |
| 2012 | +14.34% | N/A |
| 2011 | -6.32% | N/A |
| 2010 | +24.84% | N/A |
| 2009 | +36.83% | N/A |
| 2008 | -35.09% | N/A |
| 2007 | -5.29% | N/A |
| 2006 | +18.90% | N/A |
| 2005 | +7.92% | N/A |
| 2004 | +14.58% | N/A |
ISCB vs BJUL Drawdown Comparison
The maximum drawdown for ISCB was -61.25%, occurring on Mar 9, 2009. Recovery took 885 trading sessions.
The maximum drawdown for BJUL was -24.03%, occurring on Mar 23, 2020. Recovery took 125 trading sessions.
The current BJUL drawdown is -0.06%.
| Rank | ISCB | BJUL |
|---|---|---|
| #1 | -61.25% Jul 13, 2007 - Jan 18, 2011 | -24.03% Feb 13, 2020 - Aug 12, 2020 |
| #2 | -44.18% Jan 16, 2020 - Nov 24, 2020 | -14.06% Feb 19, 2025 - Jun 24, 2025 |
| #3 | -30.49% Apr 29, 2011 - Jan 2, 2013 | -13.23% Sep 21, 2018 - Apr 23, 2019 |
| #4 | -29.93% Nov 8, 2021 - Oct 14, 2024 | -13.19% Jan 4, 2022 - Jun 2, 2023 |
| #5 | -26.22% Nov 25, 2024 - Sep 11, 2025 | -7.47% Jul 31, 2023 - Nov 20, 2023 |
| #6 | -24.32% Aug 31, 2018 - Nov 4, 2019 | -6.06% Jul 16, 2024 - Aug 23, 2024 |
| #7 | -22.30% Jun 23, 2015 - Aug 15, 2016 | -5.40% Feb 25, 2026 - Apr 13, 2026 |
| #8 | -13.69% May 5, 2006 - Oct 26, 2006 | -4.53% Sep 2, 2020 - Oct 12, 2020 |
| #9 | -11.95% Jul 1, 2014 - Dec 23, 2014 | -4.51% Oct 12, 2020 - Nov 6, 2020 |
| #10 | -10.82% Mar 4, 2005 - Jun 17, 2005 | -4.36% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -9.58% Jun 8, 2021 - Nov 1, 2021 | -3.43% Apr 1, 2024 - May 7, 2024 |
| #12 | -9.40% Feb 10, 2026 - Apr 17, 2026 | -3.07% Aug 30, 2021 - Oct 19, 2021 |
| #13 | -9.00% Jul 2, 2004 - Sep 13, 2004 | -2.96% Apr 29, 2019 - Jul 2, 2019 |
| #14 | -8.80% Aug 2, 2005 - Nov 22, 2005 | -2.93% Aug 30, 2024 - Sep 17, 2024 |
| #15 | -8.74% Jan 23, 2018 - Jun 5, 2018 | -2.77% Oct 27, 2025 - Nov 28, 2025 |
Correlation
Correlation between ISCB and BJUL is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
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