LSVD vs ZALT

Comparison between LSV DISCIPLINED VALUE ETF (LSVD, ETF) and Innovator U.S. Equity 10 Buffer ETF - Quarterly (ZALT, ETF).

LSVD vs ZALT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LSVD(ETF)	ZALT(ETF)
Net Assets	$640M	$638M
Expense Ratio	0.40%	0.69%
Max Drawdown	19.30%	8.19%
Sharpe Ratio	2.01	1.26
5Y Beta	0.95	0.37
P/E Ratio	20.52	N/A
Forward P/E	15.29	N/A
PEG Ratio	0.11	N/A
5Y EPS CAGR	25.61%	N/A
Debt to Equity	-41.98%	N/A
P/S Ratio	2.13	N/A
P/B Ratio	3.84	N/A

Net Assets

Winner

LSVD

$640M

ZALT

$638M

Expense Ratio

Winner

LSVD

0.40%

ZALT

0.69%

Max Drawdown

LSVD

19.30%

Winner

ZALT

8.19%

Sharpe Ratio

Winner

LSVD

2.01

ZALT

1.26

5Y Beta

LSVD

0.95

Winner

ZALT

0.37

P/E Ratio

LSVD

20.52

ZALT

N/A

Forward P/E

LSVD

15.29

ZALT

N/A

PEG Ratio

LSVD

0.11

ZALT

N/A

5Y EPS CAGR

LSVD

25.61%

ZALT

N/A

Debt to Equity

LSVD

-41.98%

ZALT

N/A

P/S Ratio

LSVD

2.13

ZALT

N/A

P/B Ratio

LSVD

3.84

ZALT

N/A

LSVD vs ZALT - Historical Returns

Returns include dividend reinvestment.

Period	LSVD	ZALT
1 month	+1.10%	+0.50%
3 months	+8.64%	+2.04%
6 months	+15.28%	+3.92%
1 year	+33.84%	+9.19%
Max(CAGR)	+25.41%	+10.66%

Winner

LSVD

+1.10%

ZALT

+0.50%

Winner

LSVD

+8.64%

ZALT

+2.04%

Winner

LSVD

+15.28%

ZALT

+3.92%

Winner

LSVD

+33.84%

ZALT

+9.19%

Max(CAGR)

Winner

LSVD

+25.41%

ZALT

+10.66%

LSVD vs ZALT - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	LSVD	ZALT
2026	+16.46%	+4.20%
2025	+22.17%	+9.19%
2024	+0.14%	+12.17%
2023	N/A	+3.95%

LSVD vs ZALT Drawdown Comparison

The maximum drawdown for LSVD was -19.30%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The maximum drawdown for ZALT was -8.19%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The current LSVD drawdown is -1.25%. The current ZALT drawdown is -0.29%.

Rank	LSVD	ZALT
#1	-19.30% Feb 19, 2025 - Jun 27, 2025	-8.19% Feb 20, 2025 - May 15, 2025
#2	-8.07% Feb 9, 2026 - Apr 14, 2026	-3.28% Jul 16, 2024 - Aug 16, 2024
#3	-4.60% Nov 12, 2025 - Nov 26, 2025	-2.01% Oct 16, 2023 - Nov 3, 2023
#4	-4.34% Jun 4, 2026 - Jun 10, 2026	-1.86% Mar 28, 2024 - May 9, 2024
#5	-3.61% Oct 6, 2025 - Oct 24, 2025	-1.71% Feb 25, 2026 - Apr 8, 2026
#6	-2.77% Jan 9, 2026 - Jan 27, 2026	-1.52% Nov 11, 2025 - Nov 26, 2025
#7	-2.67% Jul 23, 2025 - Aug 8, 2025	-1.45% Aug 30, 2024 - Sep 12, 2024
#8	-2.51% Dec 26, 2024 - Jan 17, 2025	-1.41% Dec 26, 2024 - Jan 22, 2025
#9	-2.26% Dec 11, 2025 - Dec 22, 2025	-1.30% Oct 8, 2025 - Oct 20, 2025
#10	-2.11% Feb 2, 2026 - Feb 9, 2026	-1.26% Dec 16, 2024 - Dec 26, 2024
#11	-1.79% Jan 23, 2025 - Feb 19, 2025	-1.23% Dec 11, 2025 - Dec 22, 2025
#12	-1.78% May 14, 2026 - May 21, 2026	-0.94% Dec 26, 2025 - Jan 26, 2026
#13	-1.63% Oct 28, 2025 - Nov 10, 2025	-0.85% Feb 2, 2026 - Feb 11, 2026
#14	-1.60% Aug 13, 2025 - Aug 22, 2025	-0.85% Oct 22, 2024 - Nov 6, 2024
#15	-1.55% Sep 22, 2025 - Oct 1, 2025	-0.77% Jul 29, 2025 - Aug 8, 2025