PGZ vs XBJL

Comparison between Principal Real Estate Income Fund (PGZ, ETF) and Innovator U.S. Equity Accelerated 9 Buffer ETF - July (XBJL, ETF).

5-Year PerformanceXBJL has outperformed PGZ, delivering a return of +9.2% compared to +2.2%

PGZ vs XBJL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PGZ(ETF)	XBJL(ETF)
Net Assets	$75M	$75M
Expense Ratio	N/A	0.79%
Max Drawdown	61.11%	11.78%
Sharpe Ratio	0.51	1.44
5Y Beta	0.31	0.55
5Y Dividends CAGR	2.23%	N/A

Net Assets

PGZ

$75M

Winner

XBJL

$75M

Expense Ratio

PGZ

N/A

XBJL

0.79%

Max Drawdown

PGZ

61.11%

Winner

XBJL

11.78%

Sharpe Ratio

PGZ

0.51

Winner

XBJL

1.44

5Y Beta

Winner

PGZ

0.31

XBJL

0.55

5Y Dividends CAGR

PGZ

2.23%

XBJL

N/A

PGZ vs XBJL - Historical Returns

Returns include dividend reinvestment.

Period	PGZ	XBJL
1 month	+2.04%	+0.60%
3 months	+4.99%	+4.70%
6 months	+7.52%	+5.02%
1 year	+8.38%	+11.56%
5 years(CAGR)	+2.15%	+9.24%
10 years(CAGR)	+4.07%	N/A
Max(CAGR)	+4.51%	+9.24%

Winner

PGZ

+2.04%

XBJL

+0.60%

Winner

PGZ

+4.99%

XBJL

+4.70%

Winner

PGZ

+7.52%

XBJL

+5.02%

PGZ

+8.38%

Winner

XBJL

+11.56%

5Y(CAGR)

PGZ

+2.15%

Winner

XBJL

+9.24%

10Y(CAGR)

PGZ

+4.07%

XBJL

N/A

Max(CAGR)

PGZ

+4.51%

Winner

XBJL

+9.24%

PGZ vs XBJL - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	PGZ	XBJL
2026	+6.81%	+4.27%
2025	+14.11%	+12.05%
2024	+17.42%	+11.93%
2023	+2.50%	+19.78%
2022	-28.14%	-5.18%
2021	+39.70%	+4.70%
2020	-36.20%	N/A
2019	+40.88%	N/A
2018	+3.84%	N/A
2017	+17.19%	N/A
2016	+6.97%	N/A
2015	-2.54%	N/A
2014	+18.84%	N/A
2013	-11.41%	N/A

PGZ vs XBJL Drawdown Comparison

The maximum drawdown for PGZ was -53.48%, occurring on Oct 30, 2020. This drawdown has not yet recovered.

The maximum drawdown for XBJL was -11.78%, occurring on Jun 16, 2022. Recovery took 213 trading sessions.

The current PGZ drawdown is -8.97%.

Rank	PGZ	XBJL
#1	-53.48% Feb 18, 2020 - Oct 30, 2020	-11.78% Mar 29, 2022 - Feb 2, 2023
#2	-22.12% Jun 12, 2015 - Jun 10, 2016	-11.74% Feb 19, 2025 - May 12, 2025
#3	-15.75% Aug 24, 2018 - Mar 14, 2019	-5.35% Jan 3, 2022 - Mar 29, 2022
#4	-15.70% Jul 24, 2013 - Apr 28, 2014	-5.32% Jul 28, 2023 - Nov 14, 2023
#5	-12.40% Sep 7, 2016 - Mar 31, 2017	-5.00% Jul 16, 2024 - Aug 19, 2024
#6	-11.76% Sep 12, 2017 - Jul 3, 2018	-4.14% Feb 2, 2023 - Mar 31, 2023
#7	-5.22% Sep 8, 2014 - Nov 3, 2014	-3.30% Feb 25, 2026 - Apr 8, 2026
#8	-4.50% Jun 14, 2017 - Jul 17, 2017	-2.25% Nov 17, 2021 - Dec 23, 2021
#9	-4.46% Aug 7, 2019 - Aug 20, 2019	-2.21% Sep 2, 2021 - Oct 18, 2021
#10	-4.22% Jul 17, 2017 - Sep 6, 2017	-2.20% Aug 30, 2024 - Sep 16, 2024
#11	-4.20% Aug 23, 2019 - Sep 25, 2019	-1.84% Oct 28, 2025 - Nov 26, 2025
#12	-3.74% Oct 31, 2019 - Nov 29, 2019	-1.67% May 1, 2023 - May 15, 2023
#13	-3.66% Dec 17, 2019 - Jan 15, 2020	-1.60% Jul 12, 2021 - Jul 23, 2021
#14	-3.66% Jun 12, 2014 - Jul 14, 2014	-1.48% May 19, 2025 - Jun 3, 2025
#15	-3.61% Jun 17, 2016 - Sep 6, 2016	-1.31% Dec 13, 2024 - Dec 24, 2024