KFEB vs SHAG
Comparison between Innovator U.S. Small Cap Power Buffer ETF February (KFEB, ETF) and WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND (SHAG, ETF).
KFEB vs SHAG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KFEB
$43M
SHAG
$43M
Expense Ratio
KFEB
0.79%
Winner
SHAG
0.12%
Max Drawdown
KFEB
14.16%
Winner
SHAG
11.39%
Sharpe Ratio
Winner
KFEB
1.66
SHAG
0.04
5Y Beta
KFEB
0.64
Winner
SHAG
0.02
5Y Dividends CAGR
KFEB
N/A
SHAG
18.46%
KFEB vs SHAG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KFEB
+1.95%
SHAG
+0.08%
3M
Winner
KFEB
+9.46%
SHAG
+0.38%
6M
Winner
KFEB
+10.09%
SHAG
+0.82%
1Y
Winner
KFEB
+24.30%
SHAG
+3.66%
5Y(CAGR)
KFEB
N/A
SHAG
+1.58%
10Y(CAGR)
KFEB
N/A
SHAG
+2.15%
Max(CAGR)
Winner
KFEB
+15.99%
SHAG
+2.15%
KFEB vs SHAG - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | KFEB | SHAG |
|---|---|---|
| 2026 | +11.45% | +0.47% |
| 2025 | +8.76% | +6.30% |
| 2024 | N/A | +4.49% |
| 2023 | N/A | +4.47% |
| 2022 | N/A | -6.19% |
| 2021 | N/A | -0.89% |
| 2020 | N/A | +4.56% |
| 2019 | N/A | +5.81% |
| 2018 | N/A | +0.88% |
| 2017 | N/A | -0.11% |
KFEB vs SHAG Drawdown Comparison
The maximum drawdown for KFEB was -14.16%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for SHAG was -9.61%, occurring on Oct 20, 2022. Recovery took 754 trading sessions.
The current SHAG drawdown is -0.54%.
| Rank | KFEB | SHAG |
|---|---|---|
| #1 | -14.16% Feb 5, 2025 - Jul 10, 2025 | -9.61% Aug 3, 2021 - Aug 2, 2024 |
| #2 | -5.80% Jan 22, 2026 - Apr 14, 2026 | -5.80% Mar 6, 2020 - May 20, 2020 |
| #3 | -5.03% Oct 27, 2025 - Nov 28, 2025 | -1.79% Sep 5, 2017 - Dec 24, 2018 |
| #4 | -2.86% Dec 11, 2025 - Jan 6, 2026 | -1.38% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -2.80% Jul 23, 2025 - Aug 12, 2025 | -1.23% Sep 24, 2024 - Jan 27, 2025 |
| #6 | -2.05% Oct 6, 2025 - Oct 14, 2025 | -1.09% Apr 3, 2025 - Apr 28, 2025 |
| #7 | -1.96% May 6, 2026 - May 26, 2026 | -0.98% Sep 4, 2019 - Oct 3, 2019 |
| #8 | -1.49% Jun 4, 2026 - Jun 12, 2026 | -0.86% Feb 10, 2021 - Jun 10, 2021 |
| #9 | -1.44% Oct 15, 2025 - Oct 24, 2025 | -0.67% May 27, 2025 - Jun 23, 2025 |
| #10 | -1.40% Jul 10, 2025 - Jul 23, 2025 | -0.60% Oct 3, 2019 - Dec 3, 2019 |
| #11 | -1.31% Aug 13, 2025 - Aug 22, 2025 | -0.55% Apr 30, 2025 - May 27, 2025 |
| #12 | -1.28% Sep 18, 2025 - Oct 3, 2025 | -0.52% Jun 30, 2025 - Aug 1, 2025 |
| #13 | -0.99% Apr 20, 2026 - Apr 30, 2026 | -0.50% Feb 5, 2025 - Feb 21, 2025 |
| #14 | -0.88% Jan 16, 2026 - Jan 21, 2026 | -0.45% Jun 10, 2021 - Jul 19, 2021 |
| #15 | -0.71% Nov 28, 2025 - Dec 3, 2025 | -0.40% Jul 3, 2019 - Aug 1, 2019 |
Correlation
Correlation between KFEB and SHAG is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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