MSTB vs BAUG
Comparison between LHA MARKET STATE TACTICAL BETA ETF (MSTB, ETF) and Innovator U.S. Equity Buffer ETF - August (BAUG, ETF).
5-Year PerformanceBAUG has outperformed MSTB, delivering a return of +11.3% compared to +7.8%
MSTB vs BAUG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MSTB
$196M
BAUG
$196M
Expense Ratio
MSTB
1.38%
Winner
BAUG
0.79%
Max Drawdown
MSTB
26.34%
Winner
BAUG
24.19%
Sharpe Ratio
MSTB
0.92
Winner
BAUG
1.44
5Y Beta
Winner
MSTB
0.58
BAUG
0.65
5Y Dividends CAGR
MSTB
0.26%
BAUG
N/A
MSTB vs BAUG - Historical Returns
Returns include dividend reinvestment.
1M
MSTB
+0.31%
Winner
BAUG
+1.10%
3M
MSTB
+4.56%
Winner
BAUG
+4.84%
6M
Winner
MSTB
+7.83%
BAUG
+7.45%
1Y
MSTB
+13.70%
Winner
BAUG
+15.37%
5Y(CAGR)
MSTB
+7.81%
Winner
BAUG
+11.33%
Max(CAGR)
MSTB
+10.92%
Winner
BAUG
+11.69%
MSTB vs BAUG - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | MSTB | BAUG |
|---|---|---|
| 2026 | +7.52% | +7.86% |
| 2025 | +18.86% | +14.87% |
| 2024 | +19.29% | +21.85% |
| 2023 | +16.84% | +20.41% |
| 2022 | -23.20% | -10.53% |
| 2021 | +22.88% | +13.11% |
| 2020 | +9.44% | +11.43% |
| 2019 | N/A | +6.33% |
MSTB vs BAUG Drawdown Comparison
The maximum drawdown for MSTB was -25.64%, occurring on Sep 30, 2022. Recovery took 613 trading sessions.
The maximum drawdown for BAUG was -24.19%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current MSTB drawdown is -1.73%.
| Rank | MSTB | BAUG |
|---|---|---|
| #1 | -25.64% Jan 3, 2022 - Jun 12, 2024 | -24.19% Feb 19, 2020 - Jul 22, 2020 |
| #2 | -10.81% Jan 23, 2025 - May 12, 2025 | -15.59% Jan 4, 2022 - Jun 30, 2023 |
| #3 | -8.31% Oct 29, 2025 - Apr 16, 2026 | -13.78% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -6.18% Aug 30, 2021 - Nov 3, 2021 | -7.48% Jul 31, 2023 - Nov 22, 2023 |
| #5 | -5.83% Nov 18, 2021 - Dec 23, 2021 | -5.66% Feb 25, 2026 - Apr 13, 2026 |
| #6 | -5.60% Jul 16, 2024 - Sep 19, 2024 | -5.38% Sep 2, 2020 - Nov 9, 2020 |
| #7 | -5.16% Oct 12, 2020 - Nov 9, 2020 | -4.10% Mar 28, 2024 - May 10, 2024 |
| #8 | -5.03% Feb 12, 2021 - Apr 1, 2021 | -3.95% Jul 31, 2024 - Aug 15, 2024 |
| #9 | -4.26% Dec 6, 2024 - Jan 23, 2025 | -3.15% Aug 30, 2021 - Oct 20, 2021 |
| #10 | -4.09% Jun 2, 2026 - Jun 10, 2026 | -3.11% Aug 1, 2019 - Sep 5, 2019 |
| #11 | -3.39% Jul 12, 2021 - Jul 23, 2021 | -3.02% Oct 28, 2025 - Dec 3, 2025 |
| #12 | -3.20% May 7, 2021 - Jun 30, 2021 | -2.82% Aug 30, 2024 - Sep 16, 2024 |
| #13 | -2.88% Oct 18, 2024 - Nov 7, 2024 | -2.75% Sep 12, 2019 - Oct 24, 2019 |
| #14 | -2.80% Oct 8, 2025 - Oct 21, 2025 | -2.54% Nov 16, 2021 - Dec 10, 2021 |
| #15 | -2.62% May 19, 2025 - Jun 3, 2025 | -2.22% Dec 6, 2024 - Jan 21, 2025 |
Correlation
Correlation between MSTB and BAUG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
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