MBCE vs UOCT

Comparison between Monarch Blue Chips Core Index ETF (MBCE, ETF) and Innovator U.S. Equity Ultra Buffer ETF - October (UOCT, ETF).

MBCE vs UOCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MBCE(ETF)	UOCT(ETF)
Net Assets	$183M	$184M
Expense Ratio	1.14%	0.79%
Max Drawdown	7.04%	13.91%
Sharpe Ratio	-1.21	1.52
5Y Beta	2.17	0.41
P/E Ratio	35.16	N/A
Forward P/E	26.15	N/A
PEG Ratio	0.67	N/A
5Y EPS CAGR	20.22%	N/A
Debt to Equity	-39.22%	N/A
P/S Ratio	6.37	N/A
P/B Ratio	7.96	N/A

Net Assets

MBCE

$183M

Winner

UOCT

$184M

Expense Ratio

MBCE

1.14%

Winner

UOCT

0.79%

Max Drawdown

Winner

MBCE

7.04%

UOCT

13.91%

Sharpe Ratio

MBCE

-1.21

Winner

UOCT

1.52

5Y Beta

MBCE

2.17

Winner

UOCT

0.41

P/E Ratio

MBCE

35.16

UOCT

N/A

Forward P/E

MBCE

26.15

UOCT

N/A

PEG Ratio

MBCE

0.67

UOCT

N/A

5Y EPS CAGR

MBCE

20.22%

UOCT

N/A

Debt to Equity

MBCE

-39.22%

UOCT

N/A

P/S Ratio

MBCE

6.37

UOCT

N/A

P/B Ratio

MBCE

7.96

UOCT

N/A

MBCE vs UOCT - Historical Returns

Returns include dividend reinvestment.

Period	MBCE	UOCT
1 month	N/A	+0.58%
3 months	N/A	+5.56%
6 months	N/A	+4.91%
1 year	N/A	+12.82%
5 years(CAGR)	N/A	+8.14%
Max(CAGR)	-54.74%	+7.16%

MBCE

N/A

UOCT

+0.58%

MBCE

N/A

UOCT

+5.56%

MBCE

N/A

UOCT

+4.91%

MBCE

N/A

UOCT

+12.82%

5Y(CAGR)

MBCE

N/A

UOCT

+8.14%

Max(CAGR)

MBCE

-54.74%

Winner

UOCT

+7.16%

MBCE vs UOCT - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	MBCE	UOCT
2026	-1.93%	+4.51%
2025	N/A	+10.60%
2024	N/A	+9.22%
2023	N/A	+19.09%
2022	N/A	-4.43%
2021	N/A	+6.56%
2020	N/A	+7.82%
2019	N/A	+11.28%
2018	N/A	-6.19%

MBCE vs UOCT Drawdown Comparison

The maximum drawdown for MBCE was -7.04%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The maximum drawdown for UOCT was -13.68%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The current MBCE drawdown is -1.93%. The current UOCT drawdown is -0.56%.

Rank	MBCE	UOCT
#1	-7.04% Jun 3, 2026 - Jun 10, 2026	-13.68% Feb 19, 2020 - Jul 20, 2020
#2	N/A	-9.21% Feb 19, 2025 - Jun 10, 2025
#3	N/A	-8.67% Jan 4, 2022 - Apr 3, 2023
#4	N/A	-7.72% Oct 2, 2018 - Apr 12, 2019
#5	N/A	-5.05% Jul 26, 2019 - Nov 27, 2019
#6	N/A	-4.34% May 3, 2019 - Jun 20, 2019
#7	N/A	-4.24% Jan 27, 2026 - Apr 14, 2026
#8	N/A	-3.08% Oct 16, 2023 - Nov 3, 2023
#9	N/A	-2.50% Oct 12, 2020 - Nov 6, 2020
#10	N/A	-2.22% Oct 28, 2025 - Dec 3, 2025
#11	N/A	-1.70% Jul 31, 2024 - Aug 13, 2024
#12	N/A	-1.57% Dec 6, 2024 - Jan 21, 2025
#13	N/A	-1.48% Nov 5, 2021 - Dec 27, 2021
#14	N/A	-1.36% Jun 4, 2026 - Jun 10, 2026
#15	N/A	-1.25% Mar 28, 2024 - May 3, 2024