KJAN vs MXI

Comparison between Innovator U.S. Small Cap Power Buffer ETF - January (KJAN, ETF) and ISHARES GLOBAL MATERIALS ETF (MXI, ETF).

5-Year PerformanceKJAN has outperformed MXI, delivering a return of +7.5% compared to +5.8%

KJAN vs MXI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KJAN(ETF)	MXI(ETF)
Net Assets	$326M	$325M
Expense Ratio	0.79%	0.39%
Max Drawdown	28.94%	68.65%
Sharpe Ratio	1.48	1.20
5Y Beta	0.64	0.80
5Y Dividends CAGR	N/A	14.71%

Net Assets

Winner

KJAN

$326M

MXI

$325M

Expense Ratio

KJAN

0.79%

Winner

MXI

0.39%

Max Drawdown

Winner

KJAN

28.94%

MXI

68.65%

Sharpe Ratio

Winner

KJAN

1.48

MXI

1.20

5Y Beta

Winner

KJAN

0.64

MXI

0.80

5Y Dividends CAGR

KJAN

N/A

MXI

14.71%

KJAN vs MXI - Historical Returns

Returns include dividend reinvestment.

Period	KJAN	MXI
1 month	+0.25%	-0.56%
3 months	+5.16%	-0.06%
6 months	+6.49%	+16.16%
1 year	+21.08%	+28.97%
5 years(CAGR)	+7.45%	+5.78%
10 years(CAGR)	N/A	+10.93%
Max(CAGR)	+8.27%	+6.56%

Winner

KJAN

+0.25%

MXI

-0.56%

Winner

KJAN

+5.16%

MXI

-0.06%

KJAN

+6.49%

Winner

MXI

+16.16%

KJAN

+21.08%

Winner

MXI

+28.97%

5Y(CAGR)

Winner

KJAN

+7.45%

MXI

+5.78%

10Y(CAGR)

KJAN

N/A

MXI

+10.93%

Max(CAGR)

Winner

KJAN

+8.27%

MXI

+6.56%

KJAN vs MXI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	KJAN	MXI
2026	+6.65%	+10.91%
2025	+10.60%	+27.65%
2024	+9.31%	-7.48%
2023	+15.02%	+14.37%
2022	-7.97%	-8.61%
2021	+12.89%	+13.65%
2020	+8.73%	+22.08%
2019	N/A	+22.32%
2018	N/A	-17.31%
2017	N/A	+29.31%
2016	N/A	+25.67%
2015	N/A	-16.71%
2014	N/A	-7.30%
2013	N/A	-0.41%
2012	N/A	+7.02%
2011	N/A	-20.83%
2010	N/A	+16.37%
2009	N/A	+56.48%
2008	N/A	-48.27%
2007	N/A	+39.00%
2006	N/A	+16.65%

KJAN vs MXI Drawdown Comparison

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

The maximum drawdown for MXI was -68.44%, occurring on Nov 20, 2008. Recovery took 2431 trading sessions.

The current KJAN drawdown is -1.35%. The current MXI drawdown is -6.83%.

Rank	KJAN	MXI
#1	-28.94% Feb 19, 2020 - Oct 9, 2020	-68.44% May 19, 2008 - Jan 12, 2018
#2	-16.83% Dec 4, 2024 - Aug 28, 2025	-39.50% Jan 26, 2018 - Aug 17, 2020
#3	-15.23% Jan 3, 2022 - Jul 13, 2023	-28.72% Apr 1, 2022 - Mar 20, 2024
#4	-11.38% Jul 31, 2023 - Dec 14, 2023	-22.25% Sep 26, 2024 - Sep 5, 2025
#5	-5.42% Oct 27, 2025 - Nov 28, 2025	-18.11% Oct 29, 2007 - Apr 16, 2008
#6	-5.38% Jan 22, 2026 - Apr 13, 2026	-17.47% Jul 23, 2007 - Sep 21, 2007
#7	-5.29% Jul 16, 2024 - Sep 19, 2024	-16.18% Feb 27, 2026 - Mar 20, 2026
#8	-4.89% Dec 27, 2023 - Mar 20, 2024	-11.52% May 7, 2021 - Mar 25, 2022
#9	-4.44% Mar 28, 2024 - May 15, 2024	-9.16% Feb 26, 2007 - Mar 21, 2007
#10	-3.70% Nov 5, 2021 - Dec 27, 2021	-8.99% May 20, 2024 - Sep 24, 2024
#11	-3.69% Oct 12, 2020 - Nov 5, 2020	-8.16% Sep 15, 2020 - Nov 6, 2020
#12	-3.13% Jun 25, 2021 - Aug 27, 2021	-7.95% Jan 7, 2021 - Mar 11, 2021
#13	-2.95% Dec 11, 2025 - Jan 15, 2026	-5.69% Oct 12, 2007 - Oct 29, 2007
#14	-2.76% May 3, 2021 - May 27, 2021	-5.56% Oct 20, 2025 - Nov 12, 2025
#15	-2.63% May 15, 2024 - Jul 11, 2024	-5.44% Nov 12, 2025 - Nov 28, 2025