KAUG vs XBJL
Comparison between Innovator U.S. Small Cap Power Buffer ETF - August (KAUG, ETF) and Innovator U.S. Equity Accelerated 9 Buffer ETF - July (XBJL, ETF).
KAUG vs XBJL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KAUG
$75M
XBJL
$75M
Expense Ratio
KAUG
0.79%
XBJL
0.79%
Max Drawdown
KAUG
15.66%
Winner
XBJL
11.78%
Sharpe Ratio
KAUG
1.29
Winner
XBJL
1.44
5Y Beta
KAUG
0.57
Winner
XBJL
0.55
KAUG vs XBJL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KAUG
+1.08%
XBJL
+0.60%
3M
Winner
KAUG
+7.04%
XBJL
+4.70%
6M
Winner
KAUG
+6.96%
XBJL
+5.02%
1Y
Winner
KAUG
+15.43%
XBJL
+11.56%
5Y(CAGR)
KAUG
N/A
XBJL
+9.24%
Max(CAGR)
KAUG
+8.55%
Winner
XBJL
+9.24%
KAUG vs XBJL - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | KAUG | XBJL |
|---|---|---|
| 2026 | +6.92% | +4.27% |
| 2025 | +5.57% | +12.05% |
| 2024 | +2.80% | +11.93% |
| 2023 | N/A | +19.78% |
| 2022 | N/A | -5.18% |
| 2021 | N/A | +4.70% |
KAUG vs XBJL Drawdown Comparison
The maximum drawdown for KAUG was -15.66%, occurring on Apr 8, 2025. Recovery took 224 trading sessions.
The maximum drawdown for XBJL was -11.78%, occurring on Jun 16, 2022. Recovery took 213 trading sessions.
| Rank | KAUG | XBJL |
|---|---|---|
| #1 | -15.66% Nov 25, 2024 - Oct 20, 2025 | -11.78% Mar 29, 2022 - Feb 2, 2023 |
| #2 | -3.94% Feb 26, 2026 - Apr 9, 2026 | -11.74% Feb 19, 2025 - May 12, 2025 |
| #3 | -3.75% Aug 1, 2024 - Aug 19, 2024 | -5.35% Jan 3, 2022 - Mar 29, 2022 |
| #4 | -3.66% Oct 27, 2025 - Nov 28, 2025 | -5.32% Jul 28, 2023 - Nov 14, 2023 |
| #5 | -3.26% Aug 30, 2024 - Sep 19, 2024 | -5.00% Jul 16, 2024 - Aug 19, 2024 |
| #6 | -2.59% Nov 11, 2024 - Nov 25, 2024 | -4.14% Feb 2, 2023 - Mar 31, 2023 |
| #7 | -2.40% Oct 16, 2024 - Nov 6, 2024 | -3.30% Feb 25, 2026 - Apr 8, 2026 |
| #8 | -1.74% Sep 19, 2024 - Oct 15, 2024 | -2.25% Nov 17, 2021 - Dec 23, 2021 |
| #9 | -1.54% Jan 22, 2026 - Feb 25, 2026 | -2.21% Sep 2, 2021 - Oct 18, 2021 |
| #10 | -1.29% Dec 11, 2025 - Jan 5, 2026 | -2.20% Aug 30, 2024 - Sep 16, 2024 |
| #11 | -0.91% Oct 20, 2025 - Oct 24, 2025 | -1.84% Oct 28, 2025 - Nov 26, 2025 |
| #12 | -0.79% Aug 23, 2024 - Aug 30, 2024 | -1.67% May 1, 2023 - May 15, 2023 |
| #13 | -0.70% Aug 21, 2024 - Aug 23, 2024 | -1.60% Jul 12, 2021 - Jul 23, 2021 |
| #14 | -0.64% Jun 4, 2026 - Jun 12, 2026 | -1.48% May 19, 2025 - Jun 3, 2025 |
| #15 | -0.58% May 14, 2026 - May 22, 2026 | -1.31% Dec 13, 2024 - Dec 24, 2024 |
Correlation
Correlation between KAUG and XBJL is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Select Stocks to Compare
Popular: KAUG vs SPYXBJL vs SPY
More Comparisons
Compare with similar stocks