JULH vs NBCE
Comparison between Innovator Premium Income 20 Barrier ETF - July (JULH, ETF) and NEUBERGER BERMAN CHINA EQUITY ETF (NBCE, ETF).
JULH vs NBCE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JULH
$17M
Winner
NBCE
$17M
Expense Ratio
JULH
0.79%
Winner
NBCE
0.75%
Max Drawdown
Winner
JULH
7.52%
NBCE
29.26%
Sharpe Ratio
JULH
0.50
Winner
NBCE
2.19
5Y Beta
Winner
JULH
0.27
NBCE
0.42
JULH vs NBCE - Historical Returns
Returns include dividend reinvestment.
1M
JULH
+0.34%
Winner
NBCE
+4.13%
3M
JULH
+1.66%
Winner
NBCE
+13.68%
6M
JULH
+1.10%
Winner
NBCE
+23.31%
1Y
JULH
+5.07%
Winner
NBCE
+54.64%
Max(CAGR)
JULH
+6.52%
Winner
NBCE
+22.43%
JULH vs NBCE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | JULH | NBCE |
|---|---|---|
| 2026 | +2.19% | +19.22% |
| 2025 | +5.42% | +42.46% |
| 2024 | +7.03% | +5.47% |
| 2023 | +4.43% | -2.22% |
JULH vs NBCE Drawdown Comparison
The maximum drawdown for JULH was -5.51%, occurring on Apr 8, 2025. Recovery took 23 trading sessions.
The maximum drawdown for NBCE was -28.41%, occurring on Apr 7, 2025. Recovery took 235 trading sessions.
The current JULH drawdown is -0.04%. The current NBCE drawdown is -4.35%.
| Rank | JULH | NBCE |
|---|---|---|
| #1 | -5.51% Mar 24, 2025 - Apr 25, 2025 | -28.41% Oct 7, 2024 - Sep 16, 2025 |
| #2 | -2.76% Jul 16, 2024 - Aug 14, 2024 | -15.32% May 9, 2024 - Sep 27, 2024 |
| #3 | -1.77% Sep 14, 2023 - Nov 2, 2023 | -15.16% Nov 20, 2023 - Apr 29, 2024 |
| #4 | -1.72% Dec 30, 2025 - Apr 24, 2026 | -9.23% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -1.17% Aug 30, 2024 - Sep 13, 2024 | -7.13% Oct 29, 2025 - Jan 2, 2026 |
| #6 | -0.93% Nov 11, 2025 - Nov 26, 2025 | -6.08% Oct 2, 2025 - Oct 29, 2025 |
| #7 | -0.76% Aug 1, 2023 - Aug 29, 2023 | -5.27% Oct 16, 2023 - Nov 6, 2023 |
| #8 | -0.71% Feb 19, 2025 - Mar 19, 2025 | -5.01% May 13, 2026 - May 28, 2026 |
| #9 | -0.64% Oct 8, 2025 - Oct 20, 2025 | -4.35% Jun 4, 2026 - Jun 5, 2026 |
| #10 | -0.62% Dec 4, 2024 - Dec 24, 2024 | -3.45% Jan 28, 2026 - Feb 9, 2026 |
| #11 | -0.49% Oct 18, 2024 - Nov 6, 2024 | -2.88% May 28, 2026 - Jun 4, 2026 |
| #12 | -0.40% Oct 27, 2025 - Nov 10, 2025 | -2.39% Nov 15, 2023 - Nov 20, 2023 |
| #13 | -0.38% Jul 3, 2023 - Jul 11, 2023 | -2.09% Nov 6, 2023 - Nov 15, 2023 |
| #14 | -0.38% Sep 30, 2024 - Oct 11, 2024 | -1.63% Jan 12, 2026 - Jan 16, 2026 |
| #15 | -0.37% Dec 13, 2023 - Dec 19, 2023 | -1.39% Oct 2, 2024 - Oct 4, 2024 |
Correlation
Correlation between JULH and NBCE is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2023 - 2026)
JULH vs NBCE dividend yield comparison.
| Year | JULH | NBCE |
|---|---|---|
| 2026 | 1.59% | 0.00% |
| 2025 | 5.31% | 1.32% |
| 2024 | 6.89% | 1.20% |
| 2023 | 3.67% | 0.00% |
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