JULH vs MARB
Comparison between Innovator Premium Income 20 Barrier ETF - July (JULH, ETF) and FIRST TRUST MERGER ARBITRAGE ETF (MARB, ETF).
JULH vs MARB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JULH
$16M
Winner
MARB
$16M
Expense Ratio
Winner
JULH
0.79%
MARB
0.95%
Max Drawdown
Winner
JULH
7.52%
MARB
11.99%
Sharpe Ratio
Winner
JULH
0.36
MARB
0.10
5Y Beta
JULH
0.25
Winner
MARB
0.03
JULH vs MARB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JULH
+1.59%
MARB
+0.00%
3M
Winner
JULH
+1.70%
MARB
+0.54%
6M
Winner
JULH
+3.16%
MARB
+1.50%
1Y
Winner
JULH
+4.89%
MARB
+4.24%
5Y(CAGR)
JULH
N/A
MARB
+3.14%
Max(CAGR)
Winner
JULH
+6.59%
MARB
+2.02%
JULH vs MARB - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JULH | MARB |
|---|---|---|
| 2026 | +3.84% | +1.96% |
| 2025 | +5.42% | +7.15% |
| 2024 | +7.03% | +0.87% |
| 2023 | +4.43% | +2.02% |
| 2022 | N/A | +4.08% |
| 2021 | N/A | +0.32% |
| 2020 | N/A | -2.35% |
JULH vs MARB Drawdown Comparison
The maximum drawdown for JULH was -5.51%, occurring on Apr 8, 2025. Recovery took 23 trading sessions.
The maximum drawdown for MARB was -11.99%, occurring on Mar 18, 2020. Recovery took 545 trading sessions.
The current JULH drawdown is -0.02%.
| Rank | JULH | MARB |
|---|---|---|
| #1 | -5.51% Mar 24, 2025 - Apr 25, 2025 | -11.99% Feb 21, 2020 - Apr 20, 2022 |
| #2 | -2.76% Jul 16, 2024 - Aug 14, 2024 | -3.67% Dec 21, 2023 - Dec 24, 2024 |
| #3 | -1.77% Sep 14, 2023 - Nov 2, 2023 | -3.45% Feb 23, 2023 - Aug 28, 2023 |
| #4 | -1.72% Dec 30, 2025 - Apr 24, 2026 | -3.19% Apr 20, 2022 - Aug 10, 2022 |
| #5 | -1.17% Aug 30, 2024 - Sep 13, 2024 | -2.43% Jul 14, 2025 - Jul 22, 2025 |
| #6 | -0.93% Nov 11, 2025 - Nov 26, 2025 | -1.80% Feb 28, 2025 - Apr 28, 2025 |
| #7 | -0.76% Aug 1, 2023 - Aug 29, 2023 | -1.71% Nov 1, 2022 - Feb 22, 2023 |
| #8 | -0.71% Feb 19, 2025 - Mar 19, 2025 | -1.28% Sep 13, 2022 - Oct 24, 2022 |
| #9 | -0.64% Oct 8, 2025 - Oct 20, 2025 | -1.23% Oct 30, 2025 - Nov 7, 2025 |
| #10 | -0.62% Dec 4, 2024 - Dec 24, 2024 | -1.15% Jan 24, 2025 - Feb 13, 2025 |
| #11 | -0.59% Jul 10, 2026 - Jul 31, 2026 | -1.14% Oct 17, 2023 - Dec 8, 2023 |
| #12 | -0.49% Oct 18, 2024 - Nov 6, 2024 | -1.01% Apr 6, 2026 - Apr 9, 2026 |
| #13 | -0.40% Oct 27, 2025 - Nov 10, 2025 | -0.91% Aug 21, 2025 - Oct 2, 2025 |
| #14 | -0.38% Jul 3, 2023 - Jul 11, 2023 | -0.82% Jan 23, 2026 - Apr 1, 2026 |
| #15 | -0.38% Sep 30, 2024 - Oct 11, 2024 | -0.79% Nov 7, 2025 - Nov 11, 2025 |
Correlation
Correlation between JULH and MARB is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2022 - 2026)
JULH vs MARB dividend yield comparison.
| Year | JULH | MARB |
|---|---|---|
| 2026 | 2.64% | 0.00% |
| 2025 | 5.31% | 3.01% |
| 2024 | 6.89% | 2.11% |
| 2023 | 3.67% | 2.20% |
| 2022 | 0.00% | 0.99% |
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