KOOL vs AJUL
Comparison between NORTH SHORE EQUITY ROTATION ETF (KOOL, ETF) and Innovator Equity Defined Protection ETF - 2 Yr to July 2026 (AJUL, ETF).
KOOL vs AJUL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KOOL
$59M
AJUL
$59M
Expense Ratio
KOOL
0.94%
Winner
AJUL
0.79%
Max Drawdown
KOOL
20.66%
Winner
AJUL
6.06%
Sharpe Ratio
KOOL
1.61
Winner
AJUL
1.62
5Y Beta
KOOL
0.98
Winner
AJUL
0.27
P/E Ratio
KOOL
29.86
AJUL
N/A
Forward P/E
KOOL
24.08
AJUL
N/A
PEG Ratio
KOOL
0.53
AJUL
N/A
5Y EPS CAGR
KOOL
26.93%
AJUL
N/A
Debt to Equity
KOOL
54.05%
AJUL
N/A
P/S Ratio
KOOL
3.45
AJUL
N/A
P/B Ratio
KOOL
4.88
AJUL
N/A
KOOL vs AJUL - Historical Returns
Returns include dividend reinvestment.
1M
KOOL
-2.19%
Winner
AJUL
+0.55%
3M
Winner
KOOL
+6.71%
AJUL
+2.55%
6M
Winner
KOOL
+10.26%
AJUL
+3.60%
1Y
Winner
KOOL
+27.29%
AJUL
+9.15%
Max(CAGR)
Winner
KOOL
+18.25%
AJUL
+7.96%
KOOL vs AJUL - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | KOOL | AJUL |
|---|---|---|
| 2026 | +11.40% | +3.06% |
| 2025 | +15.59% | +7.77% |
| 2024 | +10.71% | +4.51% |
KOOL vs AJUL Drawdown Comparison
The maximum drawdown for KOOL was -20.46%, occurring on Apr 8, 2025. Recovery took 135 trading sessions.
The maximum drawdown for AJUL was -6.06%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.
The current KOOL drawdown is -3.70%. The current AJUL drawdown is -0.03%.
| Rank | KOOL | AJUL |
|---|---|---|
| #1 | -20.46% Dec 5, 2024 - Jun 24, 2025 | -6.06% Feb 19, 2025 - May 19, 2025 |
| #2 | -9.58% Jul 16, 2024 - Oct 9, 2024 | -2.19% Feb 25, 2026 - Apr 8, 2026 |
| #3 | -7.18% Feb 25, 2026 - Apr 9, 2026 | -1.91% Jul 16, 2024 - Aug 15, 2024 |
| #4 | -5.81% Oct 28, 2025 - Jan 16, 2026 | -1.13% Aug 30, 2024 - Sep 12, 2024 |
| #5 | -5.07% Apr 3, 2024 - May 15, 2024 | -1.12% Dec 11, 2024 - Jan 21, 2025 |
| #6 | -3.70% May 14, 2026 - Jun 5, 2026 | -1.09% Oct 27, 2025 - Nov 26, 2025 |
| #7 | -2.90% Jan 28, 2026 - Feb 9, 2026 | -1.03% Oct 18, 2024 - Nov 7, 2024 |
| #8 | -2.56% Oct 8, 2025 - Oct 24, 2025 | -0.82% Sep 30, 2024 - Oct 18, 2024 |
| #9 | -2.47% Nov 11, 2024 - Dec 2, 2024 | -0.77% May 19, 2025 - Jun 2, 2025 |
| #10 | -2.40% Oct 18, 2024 - Nov 6, 2024 | -0.66% Nov 8, 2024 - Nov 27, 2024 |
| #11 | -2.06% Jul 25, 2025 - Aug 12, 2025 | -0.61% Oct 6, 2025 - Oct 20, 2025 |
| #12 | -1.73% Jan 16, 2026 - Jan 23, 2026 | -0.52% Feb 2, 2026 - Feb 9, 2026 |
| #13 | -1.46% May 6, 2026 - May 14, 2026 | -0.45% Jul 29, 2025 - Aug 8, 2025 |
| #14 | -1.44% Feb 9, 2026 - Feb 20, 2026 | -0.44% Jan 16, 2026 - Jan 22, 2026 |
| #15 | -1.39% Aug 28, 2025 - Sep 11, 2025 | -0.44% Aug 21, 2024 - Aug 26, 2024 |
Correlation
Correlation between KOOL and AJUL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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