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PCMM vs UMAR

Comparison between BondBloxx Private Credit CLO ETF (PCMM, ETF) and Innovator U.S. Equity Ultra Buffer ETF - March (UMAR, ETF).

PCMM vs UMAR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PCMM
$204M
UMAR
$204M
Expense Ratio
Winner
PCMM
0.68%
UMAR
0.79%
Max Drawdown
Winner
PCMM
4.79%
UMAR
11.08%
Sharpe Ratio
PCMM
0.39
Winner
UMAR
1.75
5Y Beta
Winner
PCMM
0.08
UMAR
0.39

PCMM vs UMAR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PCMM
+0.49%
UMAR
+0.19%
3M
PCMM
+1.70%
Winner
UMAR
+4.38%
6M
PCMM
+2.55%
Winner
UMAR
+5.97%
1Y
PCMM
+6.09%
Winner
UMAR
+13.65%
5Y(CAGR)
PCMM
N/A
UMAR
+7.66%
Max(CAGR)
PCMM
+5.73%
Winner
UMAR
+7.63%

PCMM vs UMAR - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearPCMMUMAR
2026+2.08%+4.95%
2025+6.08%+11.95%
2024+0.50%+12.99%
2023N/A+12.52%
2022N/A-5.42%
2021N/A+7.50%
2020N/A+5.16%

PCMM vs UMAR Drawdown Comparison

The maximum drawdown for PCMM was -4.33%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.

The maximum drawdown for UMAR was -11.08%, occurring on Mar 23, 2020. Recovery took 63 trading sessions.

The current UMAR drawdown is -0.76%.

RankPCMMUMAR
#1-4.33%
Mar 27, 2025 - May 12, 2025
-11.08%
Mar 4, 2020 - Jun 3, 2020
#2-2.15%
Feb 20, 2026 - May 18, 2026
-8.72%
Mar 29, 2022 - Jul 31, 2023
#3-1.51%
Jun 2, 2025 - Jul 9, 2025
-7.41%
Feb 28, 2025 - May 15, 2025
#4-1.14%
May 22, 2025 - Jun 2, 2025
-4.29%
Sep 14, 2023 - Nov 10, 2023
#5-0.81%
May 19, 2026 - Jun 8, 2026
-4.27%
Jul 16, 2024 - Aug 19, 2024
#6-0.79%
Aug 1, 2025 - Aug 8, 2025
-3.61%
Feb 27, 2026 - Apr 13, 2026
#7-0.55%
May 15, 2025 - May 22, 2025
-2.97%
Mar 28, 2024 - May 14, 2024
#8-0.54%
Oct 14, 2025 - Oct 31, 2025
-2.44%
Jun 5, 2020 - Jul 16, 2020
#9-0.53%
Feb 25, 2025 - Mar 11, 2025
-2.20%
Aug 30, 2024 - Sep 16, 2024
#10-0.53%
Nov 25, 2025 - Dec 18, 2025
-2.07%
Mar 2, 2022 - Mar 18, 2022
#11-0.53%
Feb 3, 2026 - Feb 13, 2026
-1.88%
Sep 2, 2020 - Oct 12, 2020
#12-0.47%
Dec 27, 2024 - Jan 21, 2025
-1.86%
Oct 12, 2020 - Nov 5, 2020
#13-0.44%
Mar 11, 2025 - Mar 18, 2025
-1.58%
Jul 31, 2023 - Aug 31, 2023
#14-0.43%
Jul 10, 2025 - Jul 18, 2025
-1.51%
Nov 11, 2025 - Nov 26, 2025
#15-0.42%
Dec 9, 2024 - Dec 20, 2024
-1.44%
Jun 3, 2026 - Jun 10, 2026

Correlation

Correlation between PCMM and UMAR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

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