KJAN vs ARDC

Comparison between Innovator U.S. Small Cap Power Buffer ETF - January (KJAN, ETF) and Ares Dynamic Credit Allocation Fund Inc (ARDC, ETF).

5-Year PerformanceKJAN has outperformed ARDC, delivering a return of +7.5% compared to +4.8%

KJAN vs ARDC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KJAN(ETF)	ARDC(ETF)
Net Assets	$326M	$325M
Expense Ratio	0.79%	N/A
Max Drawdown	28.94%	57.11%
Sharpe Ratio	1.48	-0.51
5Y Beta	0.64	0.37
5Y Dividends CAGR	N/A	2.90%

Net Assets

Winner

KJAN

$326M

ARDC

$325M

Expense Ratio

KJAN

0.79%

ARDC

N/A

Max Drawdown

Winner

KJAN

28.94%

ARDC

57.11%

Sharpe Ratio

Winner

KJAN

1.48

ARDC

-0.51

5Y Beta

KJAN

0.64

Winner

ARDC

0.37

5Y Dividends CAGR

KJAN

N/A

ARDC

2.90%

KJAN vs ARDC - Historical Returns

Returns include dividend reinvestment.

Period	KJAN	ARDC
1 month	+0.25%	-0.55%
3 months	+5.16%	+3.58%
6 months	+6.49%	-1.98%
1 year	+21.08%	-2.11%
5 years(CAGR)	+7.45%	+4.80%
10 years(CAGR)	N/A	+8.20%
Max(CAGR)	+8.27%	+5.50%

Winner

KJAN

+0.25%

ARDC

-0.55%

Winner

KJAN

+5.16%

ARDC

+3.58%

Winner

KJAN

+6.49%

ARDC

-1.98%

Winner

KJAN

+21.08%

ARDC

-2.11%

5Y(CAGR)

Winner

KJAN

+7.45%

ARDC

+4.80%

10Y(CAGR)

KJAN

N/A

ARDC

+8.20%

Max(CAGR)

Winner

KJAN

+8.27%

ARDC

+5.50%

KJAN vs ARDC - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	KJAN	ARDC
2026	+6.65%	-1.78%
2025	+10.60%	-3.74%
2024	+9.31%	+19.73%
2023	+15.02%	+31.58%
2022	-7.97%	-21.58%
2021	+12.89%	+23.06%
2020	+8.73%	+2.84%
2019	N/A	+19.70%
2018	N/A	-8.99%
2017	N/A	+17.00%
2016	N/A	+23.95%
2015	N/A	-7.90%
2014	N/A	-5.03%
2013	N/A	-3.23%
2012	N/A	+0.05%

KJAN vs ARDC Drawdown Comparison

The maximum drawdown for KJAN was -28.94%, occurring on Mar 18, 2020. Recovery took 163 trading sessions.

The maximum drawdown for ARDC was -45.40%, occurring on Mar 18, 2020. Recovery took 229 trading sessions.

The current KJAN drawdown is -1.35%. The current ARDC drawdown is -9.26%.

Rank	KJAN	ARDC
#1	-28.94% Feb 19, 2020 - Oct 9, 2020	-45.40% Feb 21, 2020 - Jan 19, 2021
#2	-16.83% Dec 4, 2024 - Aug 28, 2025	-26.47% Jan 6, 2022 - Dec 19, 2023
#3	-15.23% Jan 3, 2022 - Jul 13, 2023	-24.69% May 13, 2013 - Dec 7, 2016
#4	-11.38% Jul 31, 2023 - Dec 14, 2023	-19.78% Feb 11, 2025 - Sep 5, 2025
#5	-5.42% Oct 27, 2025 - Nov 28, 2025	-16.92% May 21, 2018 - May 24, 2019
#6	-5.38% Jan 22, 2026 - Apr 13, 2026	-15.57% Sep 12, 2025 - Mar 30, 2026
#7	-5.29% Jul 16, 2024 - Sep 19, 2024	-6.37% Sep 22, 2021 - Dec 31, 2021
#8	-4.89% Dec 27, 2023 - Mar 20, 2024	-4.58% Dec 10, 2012 - Mar 28, 2013
#9	-4.44% Mar 28, 2024 - May 15, 2024	-4.08% May 15, 2024 - Jun 6, 2024
#10	-3.70% Nov 5, 2021 - Dec 27, 2021	-3.86% Aug 1, 2024 - Aug 16, 2024
#11	-3.69% Oct 12, 2020 - Nov 5, 2020	-3.72% Dec 2, 2024 - Feb 3, 2025
#12	-3.13% Jun 25, 2021 - Aug 27, 2021	-3.61% Jul 16, 2019 - Dec 17, 2019
#13	-2.95% Dec 11, 2025 - Jan 15, 2026	-3.50% Oct 24, 2017 - Nov 24, 2017
#14	-2.76% May 3, 2021 - May 27, 2021	-3.40% Jul 13, 2021 - Aug 10, 2021
#15	-2.63% May 15, 2024 - Jul 11, 2024	-3.22% Apr 1, 2024 - May 3, 2024