MXI vs KJAN

Comparison between ISHARES GLOBAL MATERIALS ETF (MXI, ETF) and Innovator U.S. Small Cap Power Buffer ETF - January (KJAN, ETF).

5-Year PerformanceKJAN has outperformed MXI, delivering a return of +7.5% compared to +5.8%

MXI vs KJAN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MXI(ETF)	KJAN(ETF)
Net Assets	$325M	$326M
Expense Ratio	0.39%	0.79%
Max Drawdown	68.65%	28.94%
Sharpe Ratio	1.20	1.48
5Y Beta	0.80	0.64
5Y Dividends CAGR	14.71%	N/A

Net Assets

MXI

$325M

Winner

KJAN

$326M

Expense Ratio

Winner

MXI

0.39%

KJAN

0.79%

Max Drawdown

MXI

68.65%

Winner

KJAN

28.94%

Sharpe Ratio

MXI

1.20

Winner

KJAN

1.48

5Y Beta

MXI

0.80

Winner

KJAN

0.64

5Y Dividends CAGR

MXI

14.71%

KJAN

N/A

MXI vs KJAN - Historical Returns

Returns include dividend reinvestment.

Period	MXI	KJAN
1 month	-0.56%	+0.25%
3 months	-0.06%	+5.16%
6 months	+16.16%	+6.49%
1 year	+28.97%	+21.08%
5 years(CAGR)	+5.78%	+7.45%
10 years(CAGR)	+10.93%	N/A
Max(CAGR)	+6.56%	+8.27%

MXI

-0.56%

Winner

KJAN

+0.25%

MXI

-0.06%

Winner

KJAN

+5.16%

Winner

MXI

+16.16%

KJAN

+6.49%

Winner

MXI

+28.97%

KJAN

+21.08%

5Y(CAGR)

MXI

+5.78%

Winner

KJAN

+7.45%

10Y(CAGR)

MXI

+10.93%

KJAN

N/A

Max(CAGR)

MXI

+6.56%

Winner

KJAN

+8.27%

MXI vs KJAN - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	MXI	KJAN
2026	+10.91%	+6.65%
2025	+27.65%	+10.60%
2024	-7.48%	+9.31%
2023	+14.37%	+15.02%
2022	-8.61%	-7.97%
2021	+13.65%	+12.89%
2020	+22.08%	+8.73%
2019	+22.32%	N/A
2018	-17.31%	N/A
2017	+29.31%	N/A
2016	+25.67%	N/A
2015	-16.71%	N/A
2014	-7.30%	N/A
2013	-0.41%	N/A
2012	+7.02%	N/A
2011	-20.83%	N/A
2010	+16.37%	N/A
2009	+56.48%	N/A
2008	-48.27%	N/A
2007	+39.00%	N/A
2006	+16.65%	N/A

MXI vs KJAN Drawdown Comparison

The maximum drawdown for MXI was -68.44%, occurring on Nov 20, 2008. Recovery took 2431 trading sessions.

The maximum drawdown for KJAN was -28.94%, occurring on Mar 18, 2020. Recovery took 163 trading sessions.

The current MXI drawdown is -6.83%. The current KJAN drawdown is -1.35%.

Rank	MXI	KJAN
#1	-68.44% May 19, 2008 - Jan 12, 2018	-28.94% Feb 19, 2020 - Oct 9, 2020
#2	-39.50% Jan 26, 2018 - Aug 17, 2020	-16.83% Dec 4, 2024 - Aug 28, 2025
#3	-28.72% Apr 1, 2022 - Mar 20, 2024	-15.23% Jan 3, 2022 - Jul 13, 2023
#4	-22.25% Sep 26, 2024 - Sep 5, 2025	-11.38% Jul 31, 2023 - Dec 14, 2023
#5	-18.11% Oct 29, 2007 - Apr 16, 2008	-5.42% Oct 27, 2025 - Nov 28, 2025
#6	-17.47% Jul 23, 2007 - Sep 21, 2007	-5.38% Jan 22, 2026 - Apr 13, 2026
#7	-16.18% Feb 27, 2026 - Mar 20, 2026	-5.29% Jul 16, 2024 - Sep 19, 2024
#8	-11.52% May 7, 2021 - Mar 25, 2022	-4.89% Dec 27, 2023 - Mar 20, 2024
#9	-9.16% Feb 26, 2007 - Mar 21, 2007	-4.44% Mar 28, 2024 - May 15, 2024
#10	-8.99% May 20, 2024 - Sep 24, 2024	-3.70% Nov 5, 2021 - Dec 27, 2021
#11	-8.16% Sep 15, 2020 - Nov 6, 2020	-3.69% Oct 12, 2020 - Nov 5, 2020
#12	-7.95% Jan 7, 2021 - Mar 11, 2021	-3.13% Jun 25, 2021 - Aug 27, 2021
#13	-5.69% Oct 12, 2007 - Oct 29, 2007	-2.95% Dec 11, 2025 - Jan 15, 2026
#14	-5.56% Oct 20, 2025 - Nov 12, 2025	-2.76% May 3, 2021 - May 27, 2021
#15	-5.44% Nov 12, 2025 - Nov 28, 2025	-2.63% May 15, 2024 - Jul 11, 2024