PJUL vs KXI

Comparison between Innovator U.S. Equity Power Buffer ETF - July (PJUL, ETF) and ISHARES GLOBAL CONSUMER STAPLES ETF (KXI, ETF).

5-Year PerformancePJUL has outperformed KXI, delivering a return of +10.5% compared to +4.5%

PJUL vs KXI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PJUL(ETF)	KXI(ETF)
Net Assets	$1B	$1B
Expense Ratio	0.79%	0.39%
Max Drawdown	18.17%	43.89%
Sharpe Ratio	1.83	0.31
5Y Beta	0.50	0.21
P/E Ratio	N/A	28.93
Forward P/E	N/A	20.98
PEG Ratio	N/A	1.19
5Y Dividends CAGR	N/A	2.33%
5Y EPS CAGR	N/A	8.49%
Debt to Equity	N/A	141.77%
P/S Ratio	N/A	1.51
P/B Ratio	N/A	5.88

Net Assets

PJUL

$1B

KXI

$1B

Expense Ratio

PJUL

0.79%

Winner

KXI

0.39%

Max Drawdown

Winner

PJUL

18.17%

KXI

43.89%

Sharpe Ratio

Winner

PJUL

1.83

KXI

0.31

5Y Beta

PJUL

0.50

Winner

KXI

0.21

P/E Ratio

PJUL

N/A

KXI

28.93

Forward P/E

PJUL

N/A

KXI

20.98

PEG Ratio

PJUL

N/A

KXI

1.19

5Y Dividends CAGR

PJUL

N/A

KXI

2.33%

5Y EPS CAGR

PJUL

N/A

KXI

8.49%

Debt to Equity

PJUL

N/A

KXI

141.77%

P/S Ratio

PJUL

N/A

KXI

1.51

P/B Ratio

PJUL

N/A

KXI

5.88

PJUL vs KXI - Historical Returns

Returns include dividend reinvestment.

Period	PJUL	KXI
1 month	+0.87%	+0.65%
3 months	+5.07%	-0.15%
6 months	+5.52%	+5.70%
1 year	+14.39%	+7.03%
5 years(CAGR)	+10.47%	+4.47%
10 years(CAGR)	N/A	+6.11%
Max(CAGR)	+8.93%	+7.59%

Winner

PJUL

+0.87%

KXI

+0.65%

Winner

PJUL

+5.07%

KXI

-0.15%

PJUL

+5.52%

Winner

KXI

+5.70%

Winner

PJUL

+14.39%

KXI

+7.03%

5Y(CAGR)

Winner

PJUL

+10.47%

KXI

+4.47%

10Y(CAGR)

PJUL

N/A

KXI

+6.11%

Max(CAGR)

Winner

PJUL

+8.93%

KXI

+7.59%

PJUL vs KXI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PJUL	KXI
2026	+4.84%	+6.98%
2025	+13.13%	+10.14%
2024	+14.30%	+3.87%
2023	+20.19%	+2.61%
2022	-2.14%	-6.21%
2021	+7.76%	+14.10%
2020	+7.15%	+8.00%
2019	+11.97%	+23.80%
2018	-4.45%	-10.33%
2017	N/A	+17.61%
2016	N/A	+2.76%
2015	N/A	+6.71%
2014	N/A	+8.17%
2013	N/A	+17.21%
2012	N/A	+12.58%
2011	N/A	+8.92%
2010	N/A	+11.43%
2009	N/A	+20.22%
2008	N/A	-21.43%
2007	N/A	+18.69%
2006	N/A	+5.39%

PJUL vs KXI Drawdown Comparison

The maximum drawdown for PJUL was -18.17%, occurring on Mar 23, 2020. Recovery took 75 trading sessions.

The maximum drawdown for KXI was -42.27%, occurring on Mar 9, 2009. Recovery took 728 trading sessions.

The current KXI drawdown is -6.02%.

Rank	PJUL	KXI
#1	-18.17% Feb 19, 2020 - Jun 5, 2020	-42.27% Dec 12, 2007 - Nov 4, 2010
#2	-10.69% Feb 19, 2025 - Jun 6, 2025	-24.59% Jan 22, 2020 - Aug 18, 2020
#3	-9.29% Oct 1, 2018 - Apr 8, 2019	-17.44% Jan 4, 2022 - Apr 24, 2023
#4	-8.27% Aug 16, 2022 - Jan 26, 2023	-16.31% May 31, 2011 - Feb 9, 2012
#5	-6.92% Mar 29, 2022 - Aug 11, 2022	-15.98% Jan 26, 2018 - Jun 7, 2019
#6	-5.51% Jul 28, 2023 - Nov 17, 2023	-13.71% May 1, 2023 - May 16, 2024
#7	-4.61% Feb 2, 2023 - Apr 13, 2023	-11.38% Sep 6, 2016 - Apr 11, 2017
#8	-4.46% Jun 8, 2020 - Jul 20, 2020	-10.27% Sep 16, 2024 - Apr 17, 2025
#9	-4.41% Jul 16, 2024 - Aug 19, 2024	-10.24% Feb 27, 2026 - Mar 20, 2026
#10	-4.25% Jan 3, 2022 - Mar 29, 2022	-10.03% Aug 5, 2015 - Mar 4, 2016
#11	-3.64% Feb 25, 2026 - Apr 9, 2026	-8.16% May 15, 2013 - Oct 22, 2013
#12	-3.31% May 3, 2019 - Jul 1, 2019	-7.83% Oct 29, 2013 - Apr 8, 2014
#13	-3.17% Jul 26, 2019 - Oct 17, 2019	-6.92% Oct 12, 2020 - Nov 10, 2020
#14	-3.02% Oct 13, 2020 - Nov 5, 2020	-6.92% Jul 3, 2014 - Nov 11, 2014
#15	-2.82% Aug 28, 2020 - Oct 12, 2020	-6.85% Apr 26, 2012 - Jul 2, 2012

Correlation

Correlation between PJUL and KXI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2006 - 2026)

PJUL vs KXI dividend yield comparison.

Year	PJUL	KXI
2026	0.00%	1.20%
2025	0.00%	2.29%
2024	0.00%	2.51%
2023	0.00%	2.99%
2022	0.00%	1.98%
2021	0.00%	2.26%
2020	0.00%	2.34%
2019	0.82%	2.17%
2018	0.00%	2.97%
2017	0.00%	2.17%
2016	0.00%	2.34%
2015	0.00%	2.20%
2014	0.00%	2.35%
2013	0.00%	2.03%
2012	0.00%	2.73%
2011	0.00%	2.34%
2010	0.00%	2.32%
2009	0.00%	2.20%
2008	0.00%	2.47%
2007	0.00%	0.58%
2006	0.00%	0.52%