KXI vs PJUL

Comparison between ISHARES GLOBAL CONSUMER STAPLES ETF (KXI, ETF) and Innovator U.S. Equity Power Buffer ETF - July (PJUL, ETF).

5-Year PerformancePJUL has outperformed KXI, delivering a return of +10.5% compared to +4.5%

KXI vs PJUL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KXI(ETF)	PJUL(ETF)
Net Assets	$1B	$1B
Expense Ratio	0.39%	0.79%
Max Drawdown	43.89%	18.17%
Sharpe Ratio	0.31	1.83
5Y Beta	0.21	0.50
P/E Ratio	28.93	N/A
Forward P/E	20.98	N/A
PEG Ratio	1.19	N/A
5Y Dividends CAGR	2.33%	N/A
5Y EPS CAGR	8.49%	N/A
Debt to Equity	141.77%	N/A
P/S Ratio	1.51	N/A
P/B Ratio	5.88	N/A

Net Assets

KXI

$1B

PJUL

$1B

Expense Ratio

Winner

KXI

0.39%

PJUL

0.79%

Max Drawdown

KXI

43.89%

Winner

PJUL

18.17%

Sharpe Ratio

KXI

0.31

Winner

PJUL

1.83

5Y Beta

Winner

KXI

0.21

PJUL

0.50

P/E Ratio

KXI

28.93

PJUL

N/A

Forward P/E

KXI

20.98

PJUL

N/A

PEG Ratio

KXI

1.19

PJUL

N/A

5Y Dividends CAGR

KXI

2.33%

PJUL

N/A

5Y EPS CAGR

KXI

8.49%

PJUL

N/A

Debt to Equity

KXI

141.77%

PJUL

N/A

P/S Ratio

KXI

1.51

PJUL

N/A

P/B Ratio

KXI

5.88

PJUL

N/A

KXI vs PJUL - Historical Returns

Returns include dividend reinvestment.

Period	KXI	PJUL
1 month	+0.65%	+0.87%
3 months	-0.15%	+5.07%
6 months	+5.70%	+5.52%
1 year	+7.03%	+14.39%
5 years(CAGR)	+4.47%	+10.47%
10 years(CAGR)	+6.11%	N/A
Max(CAGR)	+7.59%	+8.93%

KXI

+0.65%

Winner

PJUL

+0.87%

KXI

-0.15%

Winner

PJUL

+5.07%

Winner

KXI

+5.70%

PJUL

+5.52%

KXI

+7.03%

Winner

PJUL

+14.39%

5Y(CAGR)

KXI

+4.47%

Winner

PJUL

+10.47%

10Y(CAGR)

KXI

+6.11%

PJUL

N/A

Max(CAGR)

KXI

+7.59%

Winner

PJUL

+8.93%

KXI vs PJUL - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	KXI	PJUL
2026	+6.98%	+4.84%
2025	+10.14%	+13.13%
2024	+3.87%	+14.30%
2023	+2.61%	+20.19%
2022	-6.21%	-2.14%
2021	+14.10%	+7.76%
2020	+8.00%	+7.15%
2019	+23.80%	+11.97%
2018	-10.33%	-4.45%
2017	+17.61%	N/A
2016	+2.76%	N/A
2015	+6.71%	N/A
2014	+8.17%	N/A
2013	+17.21%	N/A
2012	+12.58%	N/A
2011	+8.92%	N/A
2010	+11.43%	N/A
2009	+20.22%	N/A
2008	-21.43%	N/A
2007	+18.69%	N/A
2006	+5.39%	N/A

KXI vs PJUL Drawdown Comparison

The maximum drawdown for KXI was -42.27%, occurring on Mar 9, 2009. Recovery took 728 trading sessions.

The maximum drawdown for PJUL was -18.17%, occurring on Mar 23, 2020. Recovery took 75 trading sessions.

The current KXI drawdown is -6.02%.

Rank	KXI	PJUL
#1	-42.27% Dec 12, 2007 - Nov 4, 2010	-18.17% Feb 19, 2020 - Jun 5, 2020
#2	-24.59% Jan 22, 2020 - Aug 18, 2020	-10.69% Feb 19, 2025 - Jun 6, 2025
#3	-17.44% Jan 4, 2022 - Apr 24, 2023	-9.29% Oct 1, 2018 - Apr 8, 2019
#4	-16.31% May 31, 2011 - Feb 9, 2012	-8.27% Aug 16, 2022 - Jan 26, 2023
#5	-15.98% Jan 26, 2018 - Jun 7, 2019	-6.92% Mar 29, 2022 - Aug 11, 2022
#6	-13.71% May 1, 2023 - May 16, 2024	-5.51% Jul 28, 2023 - Nov 17, 2023
#7	-11.38% Sep 6, 2016 - Apr 11, 2017	-4.61% Feb 2, 2023 - Apr 13, 2023
#8	-10.27% Sep 16, 2024 - Apr 17, 2025	-4.46% Jun 8, 2020 - Jul 20, 2020
#9	-10.24% Feb 27, 2026 - Mar 20, 2026	-4.41% Jul 16, 2024 - Aug 19, 2024
#10	-10.03% Aug 5, 2015 - Mar 4, 2016	-4.25% Jan 3, 2022 - Mar 29, 2022
#11	-8.16% May 15, 2013 - Oct 22, 2013	-3.64% Feb 25, 2026 - Apr 9, 2026
#12	-7.83% Oct 29, 2013 - Apr 8, 2014	-3.31% May 3, 2019 - Jul 1, 2019
#13	-6.92% Oct 12, 2020 - Nov 10, 2020	-3.17% Jul 26, 2019 - Oct 17, 2019
#14	-6.92% Jul 3, 2014 - Nov 11, 2014	-3.02% Oct 13, 2020 - Nov 5, 2020
#15	-6.85% Apr 26, 2012 - Jul 2, 2012	-2.82% Aug 28, 2020 - Oct 12, 2020

Correlation

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

0.92

-101

Dividend Comparison (2006 - 2026)

KXI vs PJUL dividend yield comparison.

Year	KXI	PJUL
2026	1.20%	0.00%
2025	2.29%	0.00%
2024	2.51%	0.00%
2023	2.99%	0.00%
2022	1.98%	0.00%
2021	2.26%	0.00%
2020	2.34%	0.00%
2019	2.17%	0.82%
2018	2.97%	0.00%
2017	2.17%	0.00%
2016	2.34%	0.00%
2015	2.20%	0.00%
2014	2.35%	0.00%
2013	2.03%	0.00%
2012	2.73%	0.00%
2011	2.34%	0.00%
2010	2.32%	0.00%
2009	2.20%	0.00%
2008	2.47%	0.00%
2007	0.58%	0.00%
2006	0.52%	0.00%