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KJAN vs BGT

Comparison between Innovator U.S. Small Cap Power Buffer ETF - January (KJAN, ETF) and BlackRock Floating Rate Income Trust (BGT, ETF).

5-Year PerformanceKJAN has outperformed BGT, delivering a return of +8.2% compared to +6.9%

KJAN vs BGT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
KJAN
$333M
BGT
$333M
Expense Ratio
KJAN
0.79%
BGT
N/A
Max Drawdown
Winner
KJAN
28.94%
BGT
64.14%
Sharpe Ratio
Winner
KJAN
1.44
BGT
-0.70
5Y Beta
KJAN
0.64
Winner
BGT
0.35
5Y Dividends CAGR
KJAN
N/A
BGT
13.69%

KJAN vs BGT - Historical Returns

Returns include dividend reinvestment.

1M
KJAN
+0.72%
Winner
BGT
+1.79%
3M
Winner
KJAN
+4.49%
BGT
+1.22%
6M
Winner
KJAN
+6.54%
BGT
-0.50%
1Y
Winner
KJAN
+20.24%
BGT
-3.20%
5Y(CAGR)
Winner
KJAN
+8.16%
BGT
+6.90%
10Y(CAGR)
KJAN
N/A
BGT
+6.35%
Max(CAGR)
Winner
KJAN
+8.59%
BGT
+5.35%

KJAN vs BGT - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearKJANBGT
2026+9.82%+2.41%
2025+10.60%-1.46%
2024+9.31%+17.10%
2023+15.02%+25.02%
2022-7.97%-14.22%
2021+12.89%+26.55%
2020+8.73%-1.30%
2019N/A+17.15%
2018N/A-13.82%
2017N/A+4.04%
2016N/A+19.09%
2015N/A+2.40%
2014N/A-2.37%
2013N/A-3.09%
2012N/A+19.80%
2011N/A-11.00%
2010N/A+28.58%
2009N/A+80.65%
2008N/A-41.10%
2007N/A-10.63%
2006N/A+21.74%
2005N/A-1.79%
2004N/A-4.99%

KJAN vs BGT Drawdown Comparison

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

The maximum drawdown for BGT was -58.00%, occurring on Dec 15, 2008. Recovery took 643 trading sessions.

The current BGT drawdown is -4.19%.

RankKJANBGT
#1-28.94%
Feb 19, 2020 - Oct 9, 2020
-58.00%
Jul 9, 2007 - Jan 26, 2010
#2-16.83%
Dec 4, 2024 - Aug 28, 2025
-41.92%
Jan 23, 2020 - Jan 15, 2021
#3-15.23%
Jan 3, 2022 - Jul 13, 2023
-24.68%
Dec 31, 2010 - Sep 12, 2012
#4-11.38%
Jul 31, 2023 - Dec 14, 2023
-23.18%
Dec 29, 2021 - Dec 14, 2023
#5-5.42%
Oct 27, 2025 - Nov 28, 2025
-15.97%
Mar 2, 2010 - Oct 1, 2010
#6-5.38%
Jan 22, 2026 - Apr 13, 2026
-15.96%
Mar 16, 2018 - Dec 4, 2019
#7-5.29%
Jul 16, 2024 - Sep 19, 2024
-15.93%
Dec 16, 2024 - Jul 2, 2025
#8-4.89%
Dec 27, 2023 - Mar 20, 2024
-15.48%
May 22, 2013 - Aug 24, 2016
#9-4.44%
Mar 28, 2024 - May 15, 2024
-11.68%
Sep 22, 2004 - Feb 10, 2006
#10-3.70%
Nov 5, 2021 - Dec 27, 2021
-11.08%
Aug 1, 2025 - Mar 27, 2026
#11-3.69%
Oct 12, 2020 - Nov 5, 2020
-8.95%
Oct 19, 2012 - Jan 3, 2013
#12-3.13%
Jun 25, 2021 - Aug 27, 2021
-8.30%
May 15, 2024 - Oct 30, 2024
#13-2.95%
Dec 11, 2025 - Jan 15, 2026
-6.41%
Apr 25, 2017 - Jan 2, 2018
#14-2.76%
May 3, 2021 - May 27, 2021
-6.10%
Oct 14, 2010 - Nov 30, 2010
#15-2.63%
May 15, 2024 - Jul 11, 2024
-5.68%
Feb 6, 2007 - Apr 5, 2007

Correlation

Correlation between KJAN and BGT is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

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