ISTM vs TJAN
Comparison between iShares Transition-Enabling Metals ETF (ISTM, ETF) and Innovator Equity Defined Protection ETF 2 Yr to January 2027 (TJAN, ETF).
ISTM vs TJAN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ISTM
$32M
TJAN
$32M
Expense Ratio
Winner
ISTM
0.47%
TJAN
0.79%
Max Drawdown
ISTM
34.36%
Winner
TJAN
4.83%
Sharpe Ratio
ISTM
1.37
Winner
TJAN
1.38
5Y Beta
ISTM
0.55
Winner
TJAN
0.22
ISTM vs TJAN - Historical Returns
Returns include dividend reinvestment.
1M
ISTM
-2.40%
Winner
TJAN
+0.49%
3M
ISTM
+0.41%
Winner
TJAN
+3.07%
6M
Winner
ISTM
+18.56%
TJAN
+3.30%
1Y
Winner
ISTM
+51.20%
TJAN
+7.90%
Max(CAGR)
Winner
ISTM
+25.99%
TJAN
+7.16%
ISTM vs TJAN - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ISTM | TJAN |
|---|---|---|
| 2026 | +9.02% | +2.90% |
| 2025 | +53.91% | +7.40% |
| 2024 | +8.61% | N/A |
| 2023 | +2.70% | N/A |
ISTM vs TJAN Drawdown Comparison
The maximum drawdown for ISTM was -22.20%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for TJAN was -4.83%, occurring on Apr 7, 2025. Recovery took 60 trading sessions.
The current ISTM drawdown is -13.27%.
| Rank | ISTM | TJAN |
|---|---|---|
| #1 | -22.20% Jan 29, 2026 - Mar 20, 2026 | -4.83% Feb 19, 2025 - May 15, 2025 |
| #2 | -18.42% May 21, 2024 - Jun 26, 2025 | -2.10% Feb 9, 2026 - Apr 10, 2026 |
| #3 | -11.05% Jul 24, 2025 - Sep 29, 2025 | -1.19% Oct 27, 2025 - Dec 3, 2025 |
| #4 | -7.72% Dec 27, 2023 - Mar 13, 2024 | -0.87% Jan 6, 2025 - Jan 17, 2025 |
| #5 | -4.92% Dec 1, 2023 - Dec 22, 2023 | -0.51% Feb 2, 2026 - Feb 9, 2026 |
| #6 | -4.92% Jan 6, 2026 - Jan 12, 2026 | -0.50% May 19, 2025 - May 30, 2025 |
| #7 | -4.72% Dec 26, 2025 - Jan 5, 2026 | -0.48% Jun 4, 2026 - Jun 15, 2026 |
| #8 | -4.38% Sep 29, 2023 - Nov 28, 2023 | -0.47% Oct 6, 2025 - Oct 20, 2025 |
| #9 | -3.63% Jan 14, 2026 - Jan 23, 2026 | -0.47% Aug 13, 2025 - Aug 22, 2025 |
| #10 | -3.57% Nov 12, 2025 - Nov 28, 2025 | -0.40% Jan 12, 2026 - Jan 26, 2026 |
| #11 | -3.25% Oct 16, 2025 - Nov 10, 2025 | -0.39% Dec 11, 2025 - Dec 22, 2025 |
| #12 | -3.03% Apr 19, 2024 - May 13, 2024 | -0.37% Jul 28, 2025 - Aug 4, 2025 |
| #13 | -2.63% Mar 15, 2024 - Apr 2, 2024 | -0.33% Sep 22, 2025 - Sep 30, 2025 |
| #14 | -1.97% Jul 2, 2025 - Jul 8, 2025 | -0.33% Jan 24, 2025 - Feb 5, 2025 |
| #15 | -1.74% Dec 11, 2025 - Dec 17, 2025 | -0.31% Aug 28, 2025 - Sep 4, 2025 |
Correlation
Correlation between ISTM and TJAN is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
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