JAJL vs FDM
Comparison between Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL, ETF) and FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND (FDM, ETF).
JAJL vs FDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JAJL
$249M
Winner
FDM
$249M
Expense Ratio
JAJL
0.79%
Winner
FDM
0.60%
Max Drawdown
Winner
JAJL
2.16%
FDM
64.00%
Sharpe Ratio
Winner
JAJL
1.60
FDM
1.35
5Y Beta
Winner
JAJL
0.11
FDM
0.94
P/E Ratio
JAJL
N/A
FDM
19.31
Forward P/E
JAJL
N/A
FDM
11.51
5Y Dividends CAGR
JAJL
N/A
FDM
8.95%
5Y EPS CAGR
JAJL
N/A
FDM
5.40%
Debt to Equity
JAJL
N/A
FDM
120.37%
P/S Ratio
JAJL
N/A
FDM
0.88
P/B Ratio
JAJL
N/A
FDM
1.44
JAJL vs FDM - Historical Returns
Returns include dividend reinvestment.
1M
JAJL
+0.51%
Winner
FDM
+4.42%
3M
JAJL
+2.35%
Winner
FDM
+11.84%
6M
JAJL
+2.81%
Winner
FDM
+10.23%
1Y
JAJL
+7.11%
Winner
FDM
+31.11%
5Y(CAGR)
JAJL
N/A
FDM
+9.46%
10Y(CAGR)
JAJL
N/A
FDM
+12.07%
Max(CAGR)
JAJL
+7.08%
Winner
FDM
+8.76%
JAJL vs FDM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | JAJL | FDM |
|---|---|---|
| 2026 | +2.49% | +14.54% |
| 2025 | +6.60% | +18.79% |
| 2024 | +4.48% | +13.46% |
| 2023 | N/A | +13.27% |
| 2022 | N/A | -12.56% |
| 2021 | N/A | +37.09% |
| 2020 | N/A | -3.63% |
| 2019 | N/A | +25.23% |
| 2018 | N/A | -13.54% |
| 2017 | N/A | +8.17% |
| 2016 | N/A | +39.60% |
| 2015 | N/A | +1.80% |
| 2014 | N/A | +5.36% |
| 2013 | N/A | +40.37% |
| 2012 | N/A | +13.50% |
| 2011 | N/A | -10.89% |
| 2010 | N/A | +22.46% |
| 2009 | N/A | +20.05% |
| 2008 | N/A | -31.20% |
| 2007 | N/A | -7.21% |
| 2006 | N/A | +14.35% |
| 2005 | N/A | +2.51% |
JAJL vs FDM Drawdown Comparison
The maximum drawdown for JAJL was -2.16%, occurring on Apr 7, 2025. Recovery took 61 trading sessions.
The maximum drawdown for FDM was -63.45%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.
| Rank | JAJL | FDM |
|---|---|---|
| #1 | -2.16% Feb 19, 2025 - May 16, 2025 | -63.45% Jul 12, 2007 - Feb 19, 2013 |
| #2 | -1.31% Jul 16, 2024 - Aug 16, 2024 | -47.76% Aug 22, 2018 - Jan 7, 2021 |
| #3 | -1.01% Feb 25, 2026 - Apr 9, 2026 | -23.75% Nov 11, 2021 - Jul 15, 2024 |
| #4 | -0.90% Aug 30, 2024 - Sep 17, 2024 | -23.46% Dec 11, 2024 - Jul 2, 2025 |
| #5 | -0.70% Jun 12, 2025 - Jun 24, 2025 | -17.78% Jun 23, 2015 - Jul 12, 2016 |
| #6 | -0.65% May 16, 2025 - Jun 3, 2025 | -14.47% May 5, 2006 - Nov 15, 2006 |
| #7 | -0.47% Oct 29, 2024 - Nov 6, 2024 | -12.49% Jul 3, 2014 - Dec 23, 2014 |
| #8 | -0.45% Nov 12, 2025 - Nov 25, 2025 | -11.32% Jul 31, 2024 - Nov 6, 2024 |
| #9 | -0.43% Jan 27, 2026 - Feb 6, 2026 | -10.25% Mar 15, 2021 - Nov 1, 2021 |
| #10 | -0.41% Jan 16, 2026 - Jan 26, 2026 | -9.30% Feb 9, 2026 - Apr 14, 2026 |
| #11 | -0.40% Jun 4, 2025 - Jun 6, 2025 | -9.30% Dec 24, 2013 - Mar 4, 2014 |
| #12 | -0.33% Jan 6, 2025 - Jan 15, 2025 | -8.54% Jan 4, 2017 - Jul 3, 2017 |
| #13 | -0.32% Jul 28, 2025 - Aug 8, 2025 | -8.43% Apr 2, 2014 - Jul 3, 2014 |
| #14 | -0.32% Jun 4, 2026 - Jun 10, 2026 | -8.34% Jan 19, 2018 - May 9, 2018 |
| #15 | -0.31% Feb 10, 2026 - Feb 25, 2026 | -7.92% Feb 22, 2007 - Apr 17, 2007 |
Correlation
Correlation between JAJL and FDM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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