PFDE vs UMAY
Comparison between PATHFINDER DISCIPLINED US EQUITY ETF (PFDE, ETF) and Innovator U.S. Equity Ultra Buffer ETF - May (UMAY, ETF).
PFDE vs UMAY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PFDE
$144M
UMAY
$144M
Expense Ratio
Winner
PFDE
0.59%
UMAY
0.79%
Max Drawdown
Winner
PFDE
10.49%
UMAY
12.12%
Sharpe Ratio
PFDE
1.14
Winner
UMAY
1.14
5Y Beta
PFDE
1.15
Winner
UMAY
0.49
P/E Ratio
PFDE
27.35
UMAY
N/A
Forward P/E
PFDE
19.27
UMAY
N/A
PEG Ratio
PFDE
0.23
UMAY
N/A
5Y EPS CAGR
PFDE
27.78%
UMAY
N/A
Debt to Equity
PFDE
15.36%
UMAY
N/A
P/S Ratio
PFDE
3.27
UMAY
N/A
P/B Ratio
PFDE
5.85
UMAY
N/A
PFDE vs UMAY - Historical Returns
Returns include dividend reinvestment.
1M
PFDE
-0.27%
Winner
UMAY
+0.54%
3M
Winner
PFDE
+7.90%
UMAY
+2.16%
6M
Winner
PFDE
+12.85%
UMAY
+3.89%
1Y
PFDE
N/A
UMAY
+8.32%
5Y(CAGR)
PFDE
N/A
UMAY
+6.31%
Max(CAGR)
Winner
PFDE
+22.89%
UMAY
+6.69%
PFDE vs UMAY - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | PFDE | UMAY |
|---|---|---|
| 2026 | +11.99% | +4.17% |
| 2025 | +0.00% | +8.79% |
| 2024 | N/A | +14.49% |
| 2023 | N/A | +12.76% |
| 2022 | N/A | -9.27% |
| 2021 | N/A | +5.51% |
| 2020 | N/A | +7.38% |
PFDE vs UMAY Drawdown Comparison
The maximum drawdown for PFDE was -10.37%, occurring on Mar 30, 2026. Recovery took 52 trading sessions.
The maximum drawdown for UMAY was -12.12%, occurring on Oct 11, 2022. Recovery took 424 trading sessions.
The current PFDE drawdown is -1.28%. The current UMAY drawdown is -0.29%.
| Rank | PFDE | UMAY |
|---|---|---|
| #1 | -10.37% Jan 28, 2026 - Apr 14, 2026 | -12.12% Apr 4, 2022 - Dec 11, 2023 |
| #2 | -5.42% Jun 2, 2026 - Jun 10, 2026 | -10.49% Feb 19, 2025 - May 16, 2025 |
| #3 | -3.25% Jan 12, 2026 - Jan 27, 2026 | -4.02% Jan 4, 2022 - Mar 28, 2022 |
| #4 | -3.11% May 14, 2026 - May 26, 2026 | -3.54% Jul 16, 2024 - Aug 19, 2024 |
| #5 | -1.04% Apr 27, 2026 - May 1, 2026 | -2.47% Jun 8, 2020 - Jul 20, 2020 |
| #6 | -0.93% Apr 17, 2026 - Apr 22, 2026 | -1.93% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -0.71% May 6, 2026 - May 8, 2026 | -1.72% Oct 12, 2020 - Nov 5, 2020 |
| #8 | -0.61% Apr 22, 2026 - Apr 24, 2026 | -1.69% Jun 2, 2026 - Jul 10, 2026 |
| #9 | -0.37% May 1, 2026 - May 5, 2026 | -1.49% Aug 27, 2021 - Oct 19, 2021 |
| #10 | -0.32% Jan 6, 2026 - Jan 9, 2026 | -1.48% May 11, 2020 - May 18, 2020 |
| #11 | -0.25% May 11, 2026 - May 13, 2026 | -1.48% Aug 26, 2020 - Oct 9, 2020 |
| #12 | N/A | -1.42% Nov 18, 2021 - Dec 23, 2021 |
| #13 | N/A | -1.39% May 7, 2021 - May 27, 2021 |
| #14 | N/A | -1.36% Feb 25, 2026 - Apr 2, 2026 |
| #15 | N/A | -1.20% Dec 16, 2024 - Dec 24, 2024 |
Correlation
Correlation between PFDE and UMAY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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