PHDG vs XBJL

Comparison between INVESCO S&P 500 DOWNSIDE HEDGED ETF (PHDG, ETF) and Innovator U.S. Equity Accelerated 9 Buffer ETF - July (XBJL, ETF).

5-Year PerformanceXBJL has outperformed PHDG, delivering a return of +9.2% compared to +4.4%

PHDG vs XBJL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PHDG(ETF)	XBJL(ETF)
Net Assets	$74M	$74M
Expense Ratio	0.39%	0.79%
Max Drawdown	23.59%	11.78%
Sharpe Ratio	1.10	1.22
5Y Beta	0.31	0.54
P/E Ratio	28.77	N/A
Forward P/E	21.26	N/A
5Y Dividends CAGR	31.27%	N/A
5Y EPS CAGR	25.61%	N/A
Debt to Equity	31.66%	N/A
P/S Ratio	3.76	N/A
P/B Ratio	5.65	N/A

Net Assets

Winner

PHDG

$74M

XBJL

$74M

Expense Ratio

Winner

PHDG

0.39%

XBJL

0.79%

Max Drawdown

PHDG

23.59%

Winner

XBJL

11.78%

Sharpe Ratio

PHDG

1.10

Winner

XBJL

1.22

5Y Beta

Winner

PHDG

0.31

XBJL

0.54

P/E Ratio

PHDG

28.77

XBJL

N/A

Forward P/E

PHDG

21.26

XBJL

N/A

5Y Dividends CAGR

PHDG

31.27%

XBJL

N/A

5Y EPS CAGR

PHDG

25.61%

XBJL

N/A

Debt to Equity

PHDG

31.66%

XBJL

N/A

P/S Ratio

PHDG

3.76

XBJL

N/A

P/B Ratio

PHDG

5.65

XBJL

N/A

PHDG vs XBJL - Historical Returns

Returns include dividend reinvestment.

Period	PHDG	XBJL
1 month	-0.31%	+0.37%
3 months	+2.79%	+2.20%
6 months	+9.73%	+4.44%
1 year	+16.69%	+10.22%
5 years(CAGR)	+4.44%	+9.21%
10 years(CAGR)	+7.24%	N/A
Max(CAGR)	+5.62%	+9.14%

PHDG

-0.31%

Winner

XBJL

+0.37%

Winner

PHDG

+2.79%

XBJL

+2.20%

Winner

PHDG

+9.73%

XBJL

+4.44%

Winner

PHDG

+16.69%

XBJL

+10.22%

5Y(CAGR)

PHDG

+4.44%

Winner

XBJL

+9.21%

10Y(CAGR)

PHDG

+7.24%

XBJL

N/A

Max(CAGR)

PHDG

+5.62%

Winner

XBJL

+9.14%

PHDG vs XBJL - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	PHDG	XBJL
2026	+10.45%	+4.80%
2025	+2.46%	+12.05%
2024	+11.96%	+11.93%
2023	+8.79%	+19.78%
2022	-14.38%	-5.18%
2021	+16.13%	+4.70%
2020	+18.15%	N/A
2019	+8.89%	N/A
2018	-3.39%	N/A
2017	+15.36%	N/A
2016	-0.25%	N/A
2015	-9.72%	N/A
2014	+6.86%	N/A
2013	+12.19%	N/A
2012	-0.01%	N/A

PHDG vs XBJL Drawdown Comparison

The maximum drawdown for PHDG was -17.69%, occurring on Nov 3, 2016. Recovery took 759 trading sessions.

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

The current PHDG drawdown is -5.30%. The current XBJL drawdown is -0.25%.

Rank	PHDG	XBJL
#1	-17.69% Dec 5, 2014 - Dec 11, 2017	-11.78% Mar 29, 2022 - Feb 2, 2023
#2	-17.06% Dec 27, 2021 - Jun 12, 2024	-11.74% Feb 19, 2025 - May 12, 2025
#3	-15.87% Mar 18, 2020 - Aug 24, 2020	-5.35% Jan 3, 2022 - Mar 29, 2022
#4	-14.79% Dec 4, 2024 - Mar 2, 2026	-5.32% Jul 28, 2023 - Nov 14, 2023
#5	-12.79% Feb 6, 2018 - Mar 12, 2020	-5.00% Jul 16, 2024 - Aug 19, 2024
#6	-10.06% Sep 2, 2020 - Apr 15, 2021	-4.14% Feb 2, 2023 - Mar 31, 2023
#7	-6.36% Jun 15, 2026 - Jun 25, 2026	-3.30% Feb 25, 2026 - Apr 8, 2026
#8	-6.11% Aug 5, 2024 - Dec 4, 2024	-2.25% Nov 17, 2021 - Dec 23, 2021
#9	-5.20% Aug 2, 2013 - Dec 23, 2013	-2.21% Sep 2, 2021 - Oct 18, 2021
#10	-4.42% Sep 7, 2021 - Nov 2, 2021	-2.20% Aug 30, 2024 - Sep 16, 2024
#11	-4.37% Jul 16, 2024 - Aug 5, 2024	-1.84% Oct 28, 2025 - Nov 26, 2025
#12	-3.88% Jun 4, 2026 - Jun 15, 2026	-1.67% May 1, 2023 - May 15, 2023
#13	-3.69% Apr 2, 2014 - Jun 9, 2014	-1.60% Jul 12, 2021 - Jul 23, 2021
#14	-3.44% Dec 31, 2013 - Feb 28, 2014	-1.48% May 19, 2025 - Jun 3, 2025
#15	-3.37% Mar 10, 2026 - Apr 8, 2026	-1.31% Dec 13, 2024 - Dec 24, 2024