PAUG vs EZM

Comparison between Innovator U.S. Equity Power Buffer ETF - August (PAUG, ETF) and WISDOMTREE U.S. MIDCAP FUND (EZM, ETF).

5-Year PerformancePAUG has outperformed EZM, delivering a return of +9.1% compared to +7.8%

PAUG vs EZM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PAUG(ETF)	EZM(ETF)
Net Assets	$885M	$886M
Expense Ratio	0.79%	0.38%
Max Drawdown	17.88%	60.61%
Sharpe Ratio	1.84	1.21
5Y Beta	0.49	0.95
P/E Ratio	N/A	19.24
Forward P/E	N/A	13.41
5Y Dividends CAGR	N/A	13.63%
5Y EPS CAGR	N/A	16.02%
Debt to Equity	N/A	35.92%
P/S Ratio	N/A	1.19
P/B Ratio	N/A	2.22

Net Assets

PAUG

$885M

Winner

EZM

$886M

Expense Ratio

PAUG

0.79%

Winner

EZM

0.38%

Max Drawdown

Winner

PAUG

17.88%

EZM

60.61%

Sharpe Ratio

Winner

PAUG

1.84

EZM

1.21

5Y Beta

Winner

PAUG

0.49

EZM

0.95

P/E Ratio

PAUG

N/A

EZM

19.24

Forward P/E

PAUG

N/A

EZM

13.41

5Y Dividends CAGR

PAUG

N/A

EZM

13.63%

5Y EPS CAGR

PAUG

N/A

EZM

16.02%

Debt to Equity

PAUG

N/A

EZM

35.92%

P/S Ratio

PAUG

N/A

EZM

1.19

P/B Ratio

PAUG

N/A

EZM

2.22

PAUG vs EZM - Historical Returns

Returns include dividend reinvestment.

Period	PAUG	EZM
1 month	+1.00%	+0.66%
3 months	+4.07%	+5.65%
6 months	+5.04%	+8.94%
1 year	+14.91%	+23.06%
5 years(CAGR)	+9.09%	+7.77%
10 years(CAGR)	N/A	+10.44%
Max(CAGR)	+9.24%	+9.46%

Winner

PAUG

+1.00%

EZM

+0.66%

PAUG

+4.07%

Winner

EZM

+5.65%

PAUG

+5.04%

Winner

EZM

+8.94%

PAUG

+14.91%

Winner

EZM

+23.06%

5Y(CAGR)

Winner

PAUG

+9.09%

EZM

+7.77%

10Y(CAGR)

PAUG

N/A

EZM

+10.44%

Max(CAGR)

PAUG

+9.24%

Winner

EZM

+9.46%

PAUG vs EZM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	PAUG	EZM
2026	+4.45%	+8.69%
2025	+12.48%	+9.06%
2024	+15.89%	+10.82%
2023	+17.96%	+20.20%
2022	-6.96%	-12.73%
2021	+8.00%	+33.04%
2020	+9.32%	+5.41%
2019	+4.30%	+23.94%
2018	N/A	-13.00%
2017	N/A	+16.60%
2016	N/A	+21.22%
2015	N/A	-4.54%
2014	N/A	+9.77%
2013	N/A	+36.84%
2012	N/A	+16.52%
2011	N/A	+0.01%
2010	N/A	+24.31%
2009	N/A	+46.06%
2008	N/A	-34.76%
2007	N/A	-6.95%

PAUG vs EZM Drawdown Comparison

The maximum drawdown for PAUG was -17.88%, occurring on Mar 16, 2020. Recovery took 101 trading sessions.

The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.

The current PAUG drawdown is -0.42%. The current EZM drawdown is -1.53%.

Rank	PAUG	EZM
#1	-17.88% Feb 20, 2020 - Jul 15, 2020	-59.57% Jun 4, 2007 - Nov 4, 2010
#2	-11.76% Jan 4, 2022 - Jun 12, 2023	-47.26% Jan 16, 2020 - Nov 24, 2020
#3	-10.45% Feb 19, 2025 - Jun 3, 2025	-25.67% Jul 7, 2011 - Feb 3, 2012
#4	-5.71% Jul 31, 2023 - Nov 20, 2023	-23.53% Nov 25, 2024 - Dec 5, 2025
#5	-3.96% Feb 25, 2026 - Apr 9, 2026	-23.14% Aug 29, 2018 - Nov 27, 2019
#6	-3.41% Jul 30, 2024 - Aug 15, 2024	-22.42% Jan 4, 2022 - Dec 14, 2023
#7	-3.32% Oct 12, 2020 - Nov 5, 2020	-21.08% Jun 23, 2015 - Aug 23, 2016
#8	-3.20% Aug 28, 2020 - Oct 12, 2020	-14.98% Mar 19, 2012 - Sep 14, 2012
#9	-2.77% Mar 28, 2024 - May 6, 2024	-11.29% Jul 3, 2014 - Nov 24, 2014
#10	-2.14% Aug 30, 2024 - Sep 16, 2024	-9.53% Jan 26, 2018 - Jul 19, 2018
#11	-2.05% Oct 27, 2025 - Nov 28, 2025	-8.78% Jul 31, 2024 - Sep 30, 2024
#12	-2.03% Jun 15, 2023 - Jun 30, 2023	-8.70% Feb 10, 2026 - Apr 17, 2026
#13	-2.03% Aug 1, 2019 - Sep 5, 2019	-8.33% May 7, 2021 - Oct 14, 2021
#14	-2.02% Sep 20, 2019 - Oct 16, 2019	-7.83% Apr 29, 2011 - Jul 7, 2011
#15	-1.88% Sep 3, 2021 - Oct 19, 2021	-7.73% Nov 16, 2021 - Jan 4, 2022

Correlation

Correlation between PAUG and EZM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2007 - 2026)

PAUG vs EZM dividend yield comparison.

Year	PAUG	EZM
2026	0.00%	0.25%
2025	0.00%	1.39%
2024	0.00%	1.22%
2023	0.00%	1.25%
2022	0.00%	1.57%
2021	0.00%	1.08%
2020	0.00%	1.67%
2019	1.33%	1.34%
2018	0.00%	1.57%
2017	0.00%	1.14%
2016	0.00%	1.55%
2015	0.00%	1.30%
2014	0.00%	1.16%
2013	0.00%	0.99%
2012	0.00%	1.73%
2011	0.00%	0.99%
2010	0.00%	1.40%
2009	0.00%	1.04%
2008	0.00%	2.30%
2007	0.00%	0.93%