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IUS vs PSEP

Comparison between INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF) and Innovator U.S. Equity Power Buffer ETF - September (PSEP, ETF).

5-Year PerformanceIUS has outperformed PSEP, delivering a return of +13.6% compared to +9.3%

IUS vs PSEP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IUS
$857M
Winner
PSEP
$861M
Expense Ratio
Winner
IUS
0.19%
PSEP
0.79%
Max Drawdown
IUS
35.17%
Winner
PSEP
17.90%
Sharpe Ratio
Winner
IUS
2.30
PSEP
1.67
5Y Beta
IUS
0.78
Winner
PSEP
0.46
P/E Ratio
IUS
25.34
PSEP
N/A
Forward P/E
IUS
16.44
PSEP
N/A
5Y Dividends CAGR
IUS
8.99%
PSEP
N/A
5Y EPS CAGR
IUS
16.93%
PSEP
N/A
Debt to Equity
IUS
24.04%
PSEP
N/A
P/S Ratio
IUS
1.36
PSEP
N/A
P/B Ratio
IUS
3.60
PSEP
N/A

IUS vs PSEP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IUS
+2.34%
PSEP
+0.62%
3M
Winner
IUS
+12.66%
PSEP
+5.49%
6M
Winner
IUS
+15.10%
PSEP
+5.19%
1Y
Winner
IUS
+31.24%
PSEP
+13.66%
5Y(CAGR)
Winner
IUS
+13.56%
PSEP
+9.25%
Max(CAGR)
Winner
IUS
+15.22%
PSEP
+9.60%

IUS vs PSEP - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearIUSPSEP
2026+14.78%+4.66%
2025+17.23%+11.98%
2024+16.56%+12.80%
2023+21.21%+19.21%
2022-8.85%-4.00%
2021+33.59%+9.71%
2020+14.43%+8.14%
2019+29.34%+4.62%
2018-12.48%N/A

IUS vs PSEP Drawdown Comparison

The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.

The maximum drawdown for PSEP was -17.90%, occurring on Mar 23, 2020. Recovery took 101 trading sessions.

The current IUS drawdown is -0.73%. The current PSEP drawdown is -0.29%.

RankIUSPSEP
#1-34.66%
Feb 12, 2020 - Sep 2, 2020
-17.90%
Feb 19, 2020 - Jul 14, 2020
#2-18.73%
Mar 29, 2022 - Jun 30, 2023
-9.92%
Feb 19, 2025 - Jun 6, 2025
#3-15.62%
Nov 29, 2024 - Jul 1, 2025
-9.80%
Jan 4, 2022 - Jan 31, 2023
#4-14.49%
Oct 2, 2018 - May 1, 2019
-5.45%
Jul 31, 2023 - Nov 17, 2023
#5-9.03%
Jul 31, 2023 - Dec 11, 2023
-4.63%
Sep 2, 2020 - Nov 5, 2020
#6-8.08%
Sep 2, 2020 - Nov 9, 2020
-4.41%
Feb 2, 2023 - Apr 13, 2023
#7-7.80%
Jan 4, 2022 - Mar 28, 2022
-4.08%
Feb 25, 2026 - Apr 13, 2026
#8-7.05%
Jul 24, 2019 - Sep 11, 2019
-2.45%
Sep 3, 2021 - Oct 20, 2021
#9-6.91%
May 1, 2019 - Jun 21, 2019
-2.28%
Jul 31, 2024 - Aug 13, 2024
#10-6.23%
Jul 16, 2024 - Aug 23, 2024
-2.13%
Aug 30, 2024 - Sep 16, 2024
#11-6.15%
Feb 11, 2026 - Apr 14, 2026
-2.12%
Oct 27, 2025 - Nov 28, 2025
#12-4.97%
Mar 28, 2024 - Jun 17, 2024
-2.12%
Nov 16, 2021 - Dec 23, 2021
#13-4.60%
Sep 12, 2019 - Oct 25, 2019
-2.03%
Mar 28, 2024 - May 6, 2024
#14-4.52%
Nov 16, 2021 - Dec 10, 2021
-1.81%
Jan 21, 2021 - Feb 8, 2021
#15-4.52%
Sep 2, 2021 - Oct 20, 2021
-1.78%
May 1, 2023 - May 18, 2023

Correlation

Correlation between IUS and PSEP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

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