JULP vs TOCT

Comparison between PGIM S&P 500 BUFFER 12 ETF - JULY (JULP, ETF) and Innovator Equity Defined Protection ETF 2 Yr to October 2027 (TOCT, ETF).

JULP vs TOCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JULP(ETF)	TOCT(ETF)
Net Assets	$20M	$20M
Expense Ratio	0.50%	0.79%
Max Drawdown	12.36%	2.02%
Sharpe Ratio	1.83	-0.11
5Y Beta	0.57	0.19

Net Assets

JULP

$20M

Winner

TOCT

$20M

Expense Ratio

Winner

JULP

0.50%

TOCT

0.79%

Max Drawdown

JULP

12.36%

Winner

TOCT

2.02%

Sharpe Ratio

Winner

JULP

1.83

TOCT

-0.11

5Y Beta

JULP

0.57

Winner

TOCT

0.19

JULP vs TOCT - Historical Returns

Returns include dividend reinvestment.

Period	JULP	TOCT
1 month	+1.05%	+0.35%
3 months	+4.47%	+1.62%
6 months	+5.64%	+1.96%
1 year	+17.43%	N/A
Max(CAGR)	+13.24%	+3.29%

Winner

JULP

+1.05%

TOCT

+0.35%

Winner

JULP

+4.47%

TOCT

+1.62%

Winner

JULP

+5.64%

TOCT

+1.96%

JULP

+17.43%

TOCT

N/A

Max(CAGR)

Winner

JULP

+13.24%

TOCT

+3.29%

JULP vs TOCT - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	JULP	TOCT
2026	+4.88%	+1.87%
2025	+13.74%	+0.49%
2024	+8.37%	N/A

JULP vs TOCT Drawdown Comparison

The maximum drawdown for JULP was -12.36%, occurring on Apr 8, 2025. Recovery took 77 trading sessions.

The maximum drawdown for TOCT was -2.02%, occurring on Mar 27, 2026. Recovery took 37 trading sessions.

The current JULP drawdown is -0.31%. The current TOCT drawdown is -0.42%.

Rank	JULP	TOCT
#1	-12.36% Feb 19, 2025 - Jun 10, 2025	-2.02% Feb 20, 2026 - Apr 15, 2026
#2	-4.87% Jul 16, 2024 - Aug 21, 2024	-1.33% Oct 27, 2025 - Jan 7, 2026
#3	-4.47% Feb 25, 2026 - Apr 9, 2026	-0.61% Feb 2, 2026 - Feb 9, 2026
#4	-2.48% Aug 30, 2024 - Sep 13, 2024	-0.47% Jan 12, 2026 - Jan 27, 2026
#5	-2.11% Oct 28, 2025 - Nov 28, 2025	-0.42% May 29, 2026 - Jun 5, 2026
#6	-2.05% Dec 4, 2024 - Jan 21, 2025	-0.36% Oct 2, 2025 - Oct 17, 2025
#7	-1.46% Oct 8, 2025 - Oct 20, 2025	-0.30% Feb 9, 2026 - Feb 20, 2026
#8	-1.36% Oct 18, 2024 - Nov 6, 2024	-0.30% May 14, 2026 - May 21, 2026
#9	-1.33% Feb 9, 2026 - Feb 25, 2026	-0.28% Oct 20, 2025 - Oct 24, 2025
#10	-1.24% Jul 28, 2025 - Aug 8, 2025	-0.22% May 1, 2026 - May 6, 2026
#11	-1.21% Jun 12, 2025 - Jun 24, 2025	-0.19% Apr 17, 2026 - Apr 24, 2026
#12	-1.20% Feb 2, 2026 - Feb 9, 2026	-0.19% Apr 27, 2026 - Apr 30, 2026
#13	-1.17% Nov 8, 2024 - Nov 25, 2024	-0.11% May 8, 2026 - May 14, 2026
#14	-1.07% Jan 12, 2026 - Jan 26, 2026	-0.04% Jan 27, 2026 - Feb 2, 2026
#15	-0.92% Dec 11, 2025 - Dec 22, 2025	-0.04% Jan 7, 2026 - Jan 9, 2026