JAJL vs NUW
Comparison between Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL, ETF) and Nuveen AMT-Free Municipal Value Fund (NUW, ETF).
JAJL vs NUW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JAJL
$266M
NUW
$265M
Expense Ratio
JAJL
0.79%
NUW
N/A
Max Drawdown
Winner
JAJL
2.16%
NUW
35.85%
Sharpe Ratio
Winner
JAJL
1.28
NUW
0.40
5Y Beta
Winner
JAJL
0.10
NUW
0.14
5Y Dividends CAGR
JAJL
N/A
NUW
6.14%
JAJL vs NUW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JAJL
+0.72%
NUW
-2.26%
3M
Winner
JAJL
+1.65%
NUW
+1.32%
6M
Winner
JAJL
+3.40%
NUW
-1.00%
1Y
JAJL
+6.48%
Winner
NUW
+7.08%
5Y(CAGR)
JAJL
N/A
NUW
-0.49%
10Y(CAGR)
JAJL
N/A
NUW
+0.63%
Max(CAGR)
Winner
JAJL
+7.09%
NUW
+4.07%
JAJL vs NUW - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | JAJL | NUW |
|---|---|---|
| 2026 | +3.87% | -0.40% |
| 2025 | +6.60% | +9.41% |
| 2024 | +4.48% | +3.29% |
| 2023 | N/A | +2.95% |
| 2022 | N/A | -15.89% |
| 2021 | N/A | +5.31% |
| 2020 | N/A | +4.40% |
| 2019 | N/A | +12.76% |
| 2018 | N/A | -9.84% |
| 2017 | N/A | +11.83% |
| 2016 | N/A | -4.32% |
| 2015 | N/A | +6.71% |
| 2014 | N/A | +20.77% |
| 2013 | N/A | -11.59% |
| 2012 | N/A | +7.03% |
| 2011 | N/A | +19.47% |
| 2010 | N/A | +2.75% |
| 2009 | N/A | +9.28% |
JAJL vs NUW Drawdown Comparison
The maximum drawdown for JAJL was -2.16%, occurring on Apr 7, 2025. Recovery took 61 trading sessions.
The maximum drawdown for NUW was -26.42%, occurring on Mar 18, 2020. Recovery took 468 trading sessions.
The current JAJL drawdown is -0.13%. The current NUW drawdown is -3.55%.
| Rank | JAJL | NUW |
|---|---|---|
| #1 | -2.16% Feb 19, 2025 - May 16, 2025 | -26.42% Aug 21, 2019 - Jun 30, 2021 |
| #2 | -1.31% Jul 16, 2024 - Aug 16, 2024 | -22.58% Aug 26, 2021 - Oct 25, 2023 |
| #3 | -1.01% Feb 25, 2026 - Apr 9, 2026 | -21.56% Nov 26, 2012 - Dec 26, 2014 |
| #4 | -0.90% Aug 30, 2024 - Sep 17, 2024 | -19.59% Dec 15, 2017 - Jul 9, 2019 |
| #5 | -0.70% Jun 12, 2025 - Jun 24, 2025 | -17.70% Oct 6, 2010 - Oct 7, 2011 |
| #6 | -0.65% May 16, 2025 - Jun 3, 2025 | -17.00% Aug 23, 2016 - Dec 14, 2017 |
| #7 | -0.50% Jul 15, 2026 - Aug 3, 2026 | -10.55% Feb 28, 2012 - May 29, 2012 |
| #8 | -0.47% Oct 29, 2024 - Nov 6, 2024 | -8.61% Jan 22, 2015 - Nov 2, 2015 |
| #9 | -0.45% Nov 12, 2025 - Nov 25, 2025 | -6.02% Dec 28, 2015 - May 13, 2016 |
| #10 | -0.43% Jan 27, 2026 - Feb 6, 2026 | -4.75% Jul 12, 2019 - Aug 21, 2019 |
| #11 | -0.41% Jan 16, 2026 - Jan 26, 2026 | -4.68% Aug 6, 2012 - Sep 20, 2012 |
| #12 | -0.40% Jun 4, 2025 - Jun 6, 2025 | -4.07% Nov 1, 2012 - Nov 20, 2012 |
| #13 | -0.33% Jan 6, 2025 - Jan 15, 2025 | -3.99% Jul 1, 2016 - Jul 28, 2016 |
| #14 | -0.32% Jul 28, 2025 - Aug 8, 2025 | -3.72% May 29, 2012 - Jul 16, 2012 |
| #15 | -0.32% Jun 4, 2026 - Jun 15, 2026 | -3.47% Dec 4, 2015 - Dec 18, 2015 |
Correlation
Correlation between JAJL and NUW is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
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