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NJUL vs SPY

Comparison between Innovator Growth-100 Power Buffer ETF - July (NJUL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NJUL, delivering a return of +13.3% compared to +10.8%

NJUL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NJUL
$213M
Winner
SPY
$735B
Expense Ratio
NJUL
0.79%
Winner
SPY
0.09%
Max Drawdown
Winner
NJUL
14.37%
SPY
56.47%
Sharpe Ratio
Winner
NJUL
1.73
SPY
1.62
5Y Beta
Winner
NJUL
0.63
SPY
1.00
P/E Ratio
NJUL
N/A
SPY
28.99
Forward P/E
NJUL
N/A
SPY
22.37
5Y Dividends CAGR
NJUL
N/A
SPY
5.43%
5Y EPS CAGR
NJUL
N/A
SPY
26.05%
Debt to Equity
NJUL
N/A
SPY
32.40%
P/S Ratio
NJUL
N/A
SPY
3.74
P/B Ratio
NJUL
N/A
SPY
5.61

NJUL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NJUL
+0.85%
Winner
SPY
+1.90%
3M
NJUL
+5.36%
Winner
SPY
+8.55%
6M
NJUL
+5.85%
Winner
SPY
+8.18%
1Y
NJUL
+18.98%
Winner
SPY
+25.79%
5Y(CAGR)
NJUL
+10.79%
Winner
SPY
+13.32%
10Y(CAGR)
NJUL
N/A
SPY
+15.19%
Max(CAGR)
Winner
NJUL
+11.07%
SPY
+8.47%

NJUL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNJULSPY
2026+5.89%+8.26%
2025+15.80%+18.00%
2024+14.94%+25.59%
2023+30.07%+26.72%
2022-11.93%-18.64%
2021+8.48%+30.52%
2020+8.28%+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

NJUL vs SPY Drawdown Comparison

The maximum drawdown for NJUL was -14.37%, occurring on Oct 14, 2022. Recovery took 330 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current NJUL drawdown is -0.32%. The current SPY drawdown is -2.90%.

RankNJULSPY
#1-14.37%
Jan 3, 2022 - Apr 27, 2023
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-13.58%
Feb 19, 2025 - Jun 3, 2025
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-6.67%
Jul 10, 2024 - Sep 26, 2024
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-5.17%
Jul 18, 2023 - Nov 10, 2023
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.93%
Jan 28, 2026 - Apr 9, 2026
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.52%
Sep 2, 2020 - Oct 12, 2020
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.89%
Oct 13, 2020 - Nov 4, 2020
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.84%
Apr 11, 2024 - May 6, 2024
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.79%
Oct 28, 2025 - Dec 2, 2025
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.75%
Aug 30, 2021 - Oct 21, 2021
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.40%
Nov 19, 2021 - Dec 27, 2021
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.38%
Dec 16, 2024 - Jan 22, 2025
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.25%
Jul 20, 2020 - Aug 3, 2020
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.74%
Oct 29, 2024 - Nov 6, 2024
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.65%
Jan 23, 2025 - Feb 12, 2025
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NJUL and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

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