KAUG vs PGZ
Comparison between Innovator U.S. Small Cap Power Buffer ETF - August (KAUG, ETF) and Principal Real Estate Income Fund (PGZ, ETF).
KAUG vs PGZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KAUG
$75M
PGZ
$75M
Expense Ratio
KAUG
0.79%
PGZ
N/A
Max Drawdown
Winner
KAUG
15.66%
PGZ
61.11%
Sharpe Ratio
Winner
KAUG
1.34
PGZ
0.48
5Y Beta
KAUG
0.57
Winner
PGZ
0.31
5Y Dividends CAGR
KAUG
N/A
PGZ
1.06%
KAUG vs PGZ - Historical Returns
Returns include dividend reinvestment.
1M
KAUG
+1.52%
Winner
PGZ
+4.38%
3M
Winner
KAUG
+6.69%
PGZ
+4.03%
6M
Winner
KAUG
+7.37%
PGZ
+7.18%
1Y
Winner
KAUG
+16.05%
PGZ
+7.99%
5Y(CAGR)
KAUG
N/A
PGZ
+2.17%
10Y(CAGR)
KAUG
N/A
PGZ
+4.05%
Max(CAGR)
Winner
KAUG
+8.65%
PGZ
+4.49%
KAUG vs PGZ - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | KAUG | PGZ |
|---|---|---|
| 2026 | +7.17% | +6.58% |
| 2025 | +5.57% | +14.11% |
| 2024 | +2.80% | +17.42% |
| 2023 | N/A | +2.50% |
| 2022 | N/A | -28.14% |
| 2021 | N/A | +39.70% |
| 2020 | N/A | -36.20% |
| 2019 | N/A | +40.88% |
| 2018 | N/A | +3.84% |
| 2017 | N/A | +17.19% |
| 2016 | N/A | +6.97% |
| 2015 | N/A | -2.54% |
| 2014 | N/A | +18.84% |
| 2013 | N/A | -11.41% |
KAUG vs PGZ Drawdown Comparison
The maximum drawdown for KAUG was -15.66%, occurring on Apr 8, 2025. Recovery took 224 trading sessions.
The maximum drawdown for PGZ was -53.48%, occurring on Oct 30, 2020. This drawdown has not yet recovered.
The current PGZ drawdown is -9.16%.
| Rank | KAUG | PGZ |
|---|---|---|
| #1 | -15.66% Nov 25, 2024 - Oct 20, 2025 | -53.48% Feb 18, 2020 - Oct 30, 2020 |
| #2 | -3.94% Feb 26, 2026 - Apr 9, 2026 | -22.12% Jun 12, 2015 - Jun 10, 2016 |
| #3 | -3.75% Aug 1, 2024 - Aug 19, 2024 | -15.75% Aug 24, 2018 - Mar 14, 2019 |
| #4 | -3.66% Oct 27, 2025 - Nov 28, 2025 | -15.70% Jul 24, 2013 - Apr 28, 2014 |
| #5 | -3.26% Aug 30, 2024 - Sep 19, 2024 | -12.40% Sep 7, 2016 - Mar 31, 2017 |
| #6 | -2.59% Nov 11, 2024 - Nov 25, 2024 | -11.76% Sep 12, 2017 - Jul 3, 2018 |
| #7 | -2.40% Oct 16, 2024 - Nov 6, 2024 | -5.22% Sep 8, 2014 - Nov 3, 2014 |
| #8 | -1.74% Sep 19, 2024 - Oct 15, 2024 | -4.50% Jun 14, 2017 - Jul 17, 2017 |
| #9 | -1.54% Jan 22, 2026 - Feb 25, 2026 | -4.46% Aug 7, 2019 - Aug 20, 2019 |
| #10 | -1.29% Dec 11, 2025 - Jan 5, 2026 | -4.22% Jul 17, 2017 - Sep 6, 2017 |
| #11 | -0.91% Oct 20, 2025 - Oct 24, 2025 | -4.20% Aug 23, 2019 - Sep 25, 2019 |
| #12 | -0.79% Aug 23, 2024 - Aug 30, 2024 | -3.74% Oct 31, 2019 - Nov 29, 2019 |
| #13 | -0.70% Aug 21, 2024 - Aug 23, 2024 | -3.66% Dec 17, 2019 - Jan 15, 2020 |
| #14 | -0.64% Jun 4, 2026 - Jun 12, 2026 | -3.66% Jun 12, 2014 - Jul 14, 2014 |
| #15 | -0.58% May 14, 2026 - May 22, 2026 | -3.61% Jun 17, 2016 - Sep 6, 2016 |
Correlation
Correlation between KAUG and PGZ is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
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