LODI vs KAUG
Comparison between AAM SLC LOW DURATION INCOME ETF (LODI, ETF) and Innovator U.S. Small Cap Power Buffer ETF - August (KAUG, ETF).
LODI vs KAUG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LODI
$80M
KAUG
$80M
Expense Ratio
Winner
LODI
0.15%
KAUG
0.79%
Max Drawdown
Winner
LODI
1.44%
KAUG
15.66%
Sharpe Ratio
LODI
0.78
Winner
KAUG
1.38
5Y Beta
Winner
LODI
-0.00
KAUG
0.57
LODI vs KAUG - Historical Returns
Returns include dividend reinvestment.
1M
LODI
+0.26%
Winner
KAUG
+0.70%
3M
LODI
+0.64%
Winner
KAUG
+4.48%
6M
LODI
+2.16%
Winner
KAUG
+7.00%
1Y
LODI
+5.68%
Winner
KAUG
+15.39%
Max(CAGR)
LODI
+5.32%
Winner
KAUG
+8.31%
LODI vs KAUG - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LODI | KAUG |
|---|---|---|
| 2026 | +1.67% | +6.32% |
| 2025 | +6.22% | +5.57% |
| 2024 | +0.26% | +2.80% |
LODI vs KAUG Drawdown Comparison
The maximum drawdown for LODI was -1.01%, occurring on Apr 11, 2025. Recovery took 29 trading sessions.
The maximum drawdown for KAUG was -15.66%, occurring on Apr 8, 2025. Recovery took 224 trading sessions.
The current LODI drawdown is -0.24%. The current KAUG drawdown is -0.48%.
| Rank | LODI | KAUG |
|---|---|---|
| #1 | -1.01% Apr 4, 2025 - May 16, 2025 | -15.66% Nov 25, 2024 - Oct 20, 2025 |
| #2 | -0.75% Feb 27, 2026 - Apr 20, 2026 | -3.94% Feb 26, 2026 - Apr 9, 2026 |
| #3 | -0.73% Jul 14, 2025 - Aug 4, 2025 | -3.75% Aug 1, 2024 - Aug 19, 2024 |
| #4 | -0.61% Sep 22, 2025 - Sep 29, 2025 | -3.66% Oct 27, 2025 - Nov 28, 2025 |
| #5 | -0.59% Dec 1, 2025 - Jan 5, 2026 | -3.26% Aug 30, 2024 - Sep 19, 2024 |
| #6 | -0.57% Sep 29, 2025 - Nov 17, 2025 | -2.59% Nov 11, 2024 - Nov 25, 2024 |
| #7 | -0.39% Aug 4, 2025 - Aug 27, 2025 | -2.40% Oct 16, 2024 - Nov 6, 2024 |
| #8 | -0.39% Sep 2, 2025 - Sep 19, 2025 | -1.74% Sep 19, 2024 - Oct 15, 2024 |
| #9 | -0.38% Dec 30, 2024 - Jan 16, 2025 | -1.54% Jan 22, 2026 - Feb 25, 2026 |
| #10 | -0.38% Jun 30, 2025 - Jul 14, 2025 | -1.29% Dec 11, 2025 - Jan 5, 2026 |
| #11 | -0.34% Jun 2, 2025 - Jun 9, 2025 | -0.91% Oct 20, 2025 - Oct 24, 2025 |
| #12 | -0.33% Feb 10, 2026 - Feb 27, 2026 | -0.79% Aug 23, 2024 - Aug 30, 2024 |
| #13 | -0.32% Mar 4, 2025 - Apr 1, 2025 | -0.70% Aug 21, 2024 - Aug 23, 2024 |
| #14 | -0.30% Jun 9, 2025 - Jun 20, 2025 | -0.58% May 14, 2026 - May 22, 2026 |
| #15 | -0.30% Feb 4, 2025 - Feb 14, 2025 | -0.57% Jan 16, 2026 - Jan 21, 2026 |
Correlation
Correlation between LODI and KAUG is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
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