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KJUL vs FTRI

Comparison between Innovator U.S. Small Cap Power Buffer ETF - July (KJUL, ETF) and FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF (FTRI, ETF).

5-Year PerformanceFTRI has outperformed KJUL, delivering a return of +7.4% compared to +4.9%

KJUL vs FTRI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
KJUL
$135M
Winner
FTRI
$135M
Expense Ratio
KJUL
0.79%
Winner
FTRI
0.70%
Max Drawdown
Winner
KJUL
16.69%
FTRI
45.13%
Sharpe Ratio
Winner
KJUL
1.74
FTRI
1.06
5Y Beta
Winner
KJUL
0.54
FTRI
0.61
5Y Dividends CAGR
KJUL
N/A
FTRI
-5.33%

KJUL vs FTRI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
KJUL
+0.72%
FTRI
-4.54%
3M
Winner
KJUL
+4.38%
FTRI
-7.38%
6M
KJUL
+6.77%
Winner
FTRI
+9.95%
1Y
KJUL
+18.80%
Winner
FTRI
+23.02%
5Y(CAGR)
KJUL
+4.91%
Winner
FTRI
+7.45%
10Y(CAGR)
KJUL
N/A
FTRI
+9.90%
Max(CAGR)
KJUL
+6.57%
Winner
FTRI
+10.61%

KJUL vs FTRI - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearKJULFTRI
2026+6.06%+5.50%
2025+7.78%+31.91%
2024+9.09%-4.07%
2023+12.14%+3.32%
2022-8.88%+7.26%
2021+2.76%+23.44%
2020+11.61%-2.00%
2019N/A+21.80%
2018N/A-9.21%
2017N/A+11.19%
2016N/A+24.04%
2015N/A+0.78%

KJUL vs FTRI Drawdown Comparison

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

The maximum drawdown for FTRI was -43.82%, occurring on Mar 18, 2020. Recovery took 244 trading sessions.

The current KJUL drawdown is -0.22%. The current FTRI drawdown is -12.10%.

RankKJULFTRI
#1-16.69%
Nov 5, 2021 - Dec 26, 2023
-43.82%
Jan 17, 2020 - Jan 6, 2021
#2-14.45%
Dec 2, 2024 - Aug 22, 2025
-27.55%
Apr 18, 2022 - Jun 12, 2025
#3-5.31%
Mar 28, 2024 - May 15, 2024
-17.27%
May 21, 2018 - Apr 8, 2019
#4-5.20%
Jul 16, 2024 - Aug 30, 2024
-14.54%
Dec 23, 2015 - Mar 2, 2016
#5-4.22%
May 15, 2024 - Jul 12, 2024
-14.38%
May 10, 2021 - Jan 12, 2022
#6-4.15%
Jul 1, 2021 - Oct 25, 2021
-13.58%
Apr 8, 2019 - Dec 16, 2019
#7-4.08%
Aug 17, 2020 - Oct 7, 2020
-12.10%
Mar 2, 2026 - Jun 5, 2026
#8-4.01%
Dec 26, 2023 - Feb 15, 2024
-10.18%
Apr 29, 2016 - Jul 18, 2016
#9-3.42%
Oct 24, 2025 - Nov 26, 2025
-9.42%
Jan 14, 2021 - Feb 16, 2021
#10-3.40%
Oct 12, 2020 - Nov 5, 2020
-8.90%
Jan 26, 2018 - May 14, 2018
#11-3.33%
Feb 26, 2026 - Apr 8, 2026
-8.48%
Mar 17, 2016 - Apr 13, 2016
#12-2.98%
Aug 30, 2024 - Sep 19, 2024
-8.35%
Jul 18, 2016 - Dec 5, 2016
#13-2.12%
Nov 11, 2024 - Nov 25, 2024
-8.32%
Mar 11, 2021 - Apr 16, 2021
#14-1.79%
Feb 15, 2024 - Feb 29, 2024
-7.37%
Jan 25, 2017 - Aug 1, 2017
#15-1.77%
Mar 8, 2024 - Mar 21, 2024
-7.27%
Mar 3, 2022 - Mar 21, 2022

Correlation

Correlation between KJUL and FTRI is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

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