KJUL vs ESG

Comparison between Innovator U.S. Small Cap Power Buffer ETF - July (KJUL, ETF) and FLEXSHARES STOXX US ESG SELECT INDEX FUND (ESG, ETF).

5-Year PerformanceESG has outperformed KJUL, delivering a return of +12.2% compared to +5.0%

KJUL vs ESG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KJUL(ETF)	ESG(ETF)
Net Assets	$136M	$136M
Expense Ratio	0.79%	0.32%
Max Drawdown	16.69%	32.89%
Sharpe Ratio	1.51	1.45
5Y Beta	0.53	0.90
P/E Ratio	N/A	27.08
Forward P/E	N/A	20.64
PEG Ratio	N/A	0.44
5Y Dividends CAGR	N/A	4.34%
5Y EPS CAGR	N/A	23.44%
Debt to Equity	N/A	36.53%
P/S Ratio	N/A	3.19
P/B Ratio	N/A	5.00

Net Assets

KJUL

$136M

Winner

ESG

$136M

Expense Ratio

KJUL

0.79%

Winner

ESG

0.32%

Max Drawdown

Winner

KJUL

16.69%

ESG

32.89%

Sharpe Ratio

Winner

KJUL

1.51

ESG

1.45

5Y Beta

Winner

KJUL

0.53

ESG

0.90

P/E Ratio

KJUL

N/A

ESG

27.08

Forward P/E

KJUL

N/A

ESG

20.64

PEG Ratio

KJUL

N/A

ESG

0.44

5Y Dividends CAGR

KJUL

N/A

ESG

4.34%

5Y EPS CAGR

KJUL

N/A

ESG

23.44%

Debt to Equity

KJUL

N/A

ESG

36.53%

P/S Ratio

KJUL

N/A

ESG

3.19

P/B Ratio

KJUL

N/A

ESG

5.00

KJUL vs ESG - Historical Returns

Returns include dividend reinvestment.

Period	KJUL	ESG
1 month	+0.83%	+2.27%
3 months	+6.51%	+12.76%
6 months	+6.46%	+10.80%
1 year	+17.62%	+22.45%
5 years(CAGR)	+4.97%	+12.21%
10 years(CAGR)	N/A	+14.91%
Max(CAGR)	+6.61%	+14.91%

KJUL

+0.83%

Winner

ESG

+2.27%

KJUL

+6.51%

Winner

ESG

+12.76%

KJUL

+6.46%

Winner

ESG

+10.80%

KJUL

+17.62%

Winner

ESG

+22.45%

5Y(CAGR)

KJUL

+4.97%

Winner

ESG

+12.21%

10Y(CAGR)

KJUL

N/A

ESG

+14.91%

Max(CAGR)

KJUL

+6.61%

Winner

ESG

+14.91%

KJUL vs ESG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	KJUL	ESG
2026	+6.39%	+10.24%
2025	+7.78%	+16.48%
2024	+9.09%	+20.72%
2023	+12.14%	+28.05%
2022	-8.88%	-20.63%
2021	+2.76%	+30.12%
2020	+11.61%	+19.77%
2019	N/A	+30.99%
2018	N/A	-5.15%
2017	N/A	+22.77%
2016	N/A	+5.71%

KJUL vs ESG Drawdown Comparison

The maximum drawdown for KJUL was -16.69%, occurring on Jun 16, 2022. Recovery took 536 trading sessions.

The maximum drawdown for ESG was -32.52%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.

The current ESG drawdown is -2.18%.

Rank	KJUL	ESG
#1	-16.69% Nov 5, 2021 - Dec 26, 2023	-32.52% Feb 19, 2020 - Aug 6, 2020
#2	-14.45% Dec 2, 2024 - Aug 22, 2025	-26.04% Jan 3, 2022 - Dec 13, 2023
#3	-5.31% Mar 28, 2024 - May 15, 2024	-18.70% Oct 3, 2018 - Apr 12, 2019
#4	-5.20% Jul 16, 2024 - Aug 30, 2024	-18.32% Feb 19, 2025 - Jun 26, 2025
#5	-4.22% May 15, 2024 - Jul 12, 2024	-13.41% Jul 10, 2017 - Jan 12, 2018
#6	-4.15% Jul 1, 2021 - Oct 25, 2021	-10.27% Jan 29, 2018 - Aug 6, 2018
#7	-4.08% Aug 17, 2020 - Oct 7, 2020	-10.24% Sep 2, 2020 - Nov 16, 2020
#8	-4.01% Dec 26, 2023 - Feb 15, 2024	-8.67% Feb 9, 2026 - Apr 17, 2026
#9	-3.42% Oct 24, 2025 - Nov 26, 2025	-8.51% Jul 16, 2024 - Sep 19, 2024
#10	-3.40% Oct 12, 2020 - Nov 5, 2020	-7.02% May 3, 2019 - Jun 20, 2019
#11	-3.33% Feb 26, 2026 - Apr 8, 2026	-6.57% Jul 26, 2019 - Oct 28, 2019
#12	-2.98% Aug 30, 2024 - Sep 19, 2024	-5.44% Mar 28, 2024 - May 15, 2024
#13	-2.12% Nov 11, 2024 - Nov 25, 2024	-5.36% Sep 3, 2021 - Oct 20, 2021
#14	-1.79% Feb 15, 2024 - Feb 29, 2024	-4.72% Oct 28, 2025 - Dec 11, 2025
#15	-1.77% Mar 8, 2024 - Mar 21, 2024	-4.52% Dec 6, 2024 - Jan 27, 2025