IVVB vs ZJUL

Comparison between iShares Large Cap Deep Buffer ETF (IVVB, ETF) and Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL, ETF).

IVVB vs ZJUL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVVB(ETF)	ZJUL(ETF)
Net Assets	$129M	$128M
Expense Ratio	0.51%	0.79%
Max Drawdown	13.34%	5.51%
Sharpe Ratio	1.24	1.20
5Y Beta	0.57	0.24

Net Assets

Winner

IVVB

$129M

ZJUL

$128M

Expense Ratio

Winner

IVVB

0.51%

ZJUL

0.79%

Max Drawdown

IVVB

13.34%

Winner

ZJUL

5.51%

Sharpe Ratio

Winner

IVVB

1.24

ZJUL

1.20

5Y Beta

IVVB

0.57

Winner

ZJUL

0.24

IVVB vs ZJUL - Historical Returns

Returns include dividend reinvestment.

Period	IVVB	ZJUL
1 month	+0.31%	+0.51%
3 months	+5.18%	+2.42%
6 months	+4.11%	+3.07%
1 year	+13.25%	+6.95%
Max(CAGR)	+11.74%	+7.35%

IVVB

+0.31%

Winner

ZJUL

+0.51%

Winner

IVVB

+5.18%

ZJUL

+2.42%

Winner

IVVB

+4.11%

ZJUL

+3.07%

Winner

IVVB

+13.25%

ZJUL

+6.95%

Max(CAGR)

Winner

IVVB

+11.74%

ZJUL

+7.35%

IVVB vs ZJUL - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	IVVB	ZJUL
2026	+3.85%	+2.66%
2025	+9.71%	+7.53%
2024	+19.14%	+4.02%
2023	+2.60%	N/A

IVVB vs ZJUL Drawdown Comparison

The maximum drawdown for IVVB was -13.08%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.

The maximum drawdown for ZJUL was -5.51%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.

The current IVVB drawdown is -0.72%.

Rank	IVVB	ZJUL
#1	-13.08% Feb 19, 2025 - Jul 23, 2025	-5.51% Feb 19, 2025 - May 13, 2025
#2	-7.77% Jul 28, 2023 - Dec 13, 2023	-1.65% Jul 16, 2024 - Aug 16, 2024
#3	-5.75% Feb 2, 2026 - Apr 22, 2026	-1.43% Feb 25, 2026 - Apr 8, 2026
#4	-5.35% Jul 16, 2024 - Aug 21, 2024	-1.06% Aug 30, 2024 - Sep 13, 2024
#5	-3.51% Mar 28, 2024 - May 15, 2024	-1.05% May 19, 2025 - Jun 2, 2025
#6	-3.44% Aug 30, 2024 - Sep 17, 2024	-0.76% Dec 16, 2024 - Jan 15, 2025
#7	-3.03% Dec 16, 2024 - Feb 13, 2025	-0.62% Nov 11, 2024 - Nov 25, 2024
#8	-3.02% Nov 12, 2025 - Nov 28, 2025	-0.62% Oct 27, 2025 - Nov 28, 2025
#9	-2.02% Dec 11, 2025 - Dec 23, 2025	-0.54% Oct 18, 2024 - Nov 6, 2024
#10	-1.93% Jan 12, 2026 - Jan 27, 2026	-0.49% Sep 30, 2024 - Oct 9, 2024
#11	-1.75% Oct 8, 2025 - Oct 20, 2025	-0.45% Sep 22, 2025 - Oct 2, 2025
#12	-1.66% Jun 1, 2026 - Jun 10, 2026	-0.42% Oct 2, 2025 - Oct 20, 2025
#13	-1.63% Oct 18, 2024 - Nov 6, 2024	-0.41% Jun 16, 2025 - Jun 23, 2025
#14	-1.48% May 21, 2024 - Jun 5, 2024	-0.38% Feb 2, 2026 - Feb 10, 2026
#15	-1.37% Jul 28, 2025 - Aug 8, 2025	-0.35% Jan 24, 2025 - Feb 12, 2025