MXI vs UJAN

Comparison between ISHARES GLOBAL MATERIALS ETF (MXI, ETF) and Innovator U.S. Equity Ultra Buffer ETF - January (UJAN, ETF).

5-Year PerformanceUJAN has outperformed MXI, delivering a return of +7.8% compared to +5.8%

MXI vs UJAN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MXI(ETF)	UJAN(ETF)
Net Assets	$325M	$324M
Expense Ratio	0.39%	0.79%
Max Drawdown	68.65%	13.69%
Sharpe Ratio	1.20	1.79
5Y Beta	0.80	0.39
5Y Dividends CAGR	14.71%	N/A

Net Assets

Winner

MXI

$325M

UJAN

$324M

Expense Ratio

Winner

MXI

0.39%

UJAN

0.79%

Max Drawdown

MXI

68.65%

Winner

UJAN

13.69%

Sharpe Ratio

MXI

1.20

Winner

UJAN

1.79

5Y Beta

MXI

0.80

Winner

UJAN

0.39

5Y Dividends CAGR

MXI

14.71%

UJAN

N/A

MXI vs UJAN - Historical Returns

Returns include dividend reinvestment.

Period	MXI	UJAN
1 month	-0.56%	+0.85%
3 months	-0.06%	+3.76%
6 months	+16.16%	+4.77%
1 year	+28.97%	+13.90%
5 years(CAGR)	+5.78%	+7.83%
10 years(CAGR)	+10.93%	N/A
Max(CAGR)	+6.56%	+8.11%

MXI

-0.56%

Winner

UJAN

+0.85%

MXI

-0.06%

Winner

UJAN

+3.76%

Winner

MXI

+16.16%

UJAN

+4.77%

Winner

MXI

+28.97%

UJAN

+13.90%

5Y(CAGR)

MXI

+5.78%

Winner

UJAN

+7.83%

10Y(CAGR)

MXI

+10.93%

UJAN

N/A

Max(CAGR)

MXI

+6.56%

Winner

UJAN

+8.11%

MXI vs UJAN - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	MXI	UJAN
2026	+10.91%	+3.88%
2025	+27.65%	+11.15%
2024	-7.48%	+13.57%
2023	+14.37%	+16.04%
2022	-8.61%	-6.13%
2021	+13.65%	+6.36%
2020	+22.08%	+6.72%
2019	+22.32%	+10.23%
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 UJAN Drawdown Comparison

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

The maximum drawdown for UJAN was -13.69%, occurring on Mar 20, 2020. Recovery took 117 trading sessions.

The current MXI drawdown is -6.83%. The current UJAN drawdown is -0.79%.

Rank	MXI	UJAN
#1	-68.44% May 19, 2008 - Jan 12, 2018	-13.69% Feb 19, 2020 - Aug 5, 2020
#2	-39.50% Jan 26, 2018 - Aug 17, 2020	-9.03% Feb 19, 2025 - Jun 24, 2025
#3	-28.72% Apr 1, 2022 - Mar 20, 2024	-8.85% Jan 3, 2022 - May 18, 2023
#4	-22.25% Sep 26, 2024 - Sep 5, 2025	-4.84% Sep 14, 2023 - Nov 8, 2023
#5	-18.11% Oct 29, 2007 - Apr 16, 2008	-3.98% Feb 2, 2026 - Apr 14, 2026
#6	-17.47% Jul 23, 2007 - Sep 21, 2007	-3.25% Jul 16, 2024 - Aug 16, 2024
#7	-16.18% Feb 27, 2026 - Mar 20, 2026	-2.94% Oct 12, 2020 - Nov 6, 2020
#8	-11.52% May 7, 2021 - Mar 25, 2022	-2.51% Sep 2, 2020 - Oct 9, 2020
#9	-9.16% Feb 26, 2007 - Mar 21, 2007	-2.50% Mar 28, 2024 - May 9, 2024
#10	-8.99% May 20, 2024 - Sep 24, 2024	-2.01% Apr 30, 2019 - Jun 17, 2019
#11	-8.16% Sep 15, 2020 - Nov 6, 2020	-1.82% Jul 26, 2019 - Sep 11, 2019
#12	-7.95% Jan 7, 2021 - Mar 11, 2021	-1.43% Aug 30, 2024 - Sep 16, 2024
#13	-5.69% Oct 12, 2007 - Oct 29, 2007	-1.38% Jul 31, 2023 - Aug 30, 2023
#14	-5.56% Oct 20, 2025 - Nov 12, 2025	-1.34% Nov 11, 2025 - Nov 25, 2025
#15	-5.44% Nov 12, 2025 - Nov 28, 2025	-1.27% Jan 6, 2025 - Jan 17, 2025