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PJUL vs TYG

Comparison between Innovator U.S. Equity Power Buffer ETF - July (PJUL, ETF) and Tortoise Energy Infrastructure Corp (TYG, ETF).

5-Year PerformanceTYG has outperformed PJUL, delivering a return of +22.1% compared to +10.5%

PJUL vs TYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PJUL
$998M
TYG
$988M
Expense Ratio
PJUL
0.79%
TYG
N/A
Max Drawdown
Winner
PJUL
18.17%
TYG
97.33%
Sharpe Ratio
Winner
PJUL
1.33
TYG
0.65
5Y Beta
Winner
PJUL
0.49
TYG
0.59
5Y Dividends CAGR
PJUL
N/A
TYG
34.99%

PJUL vs TYG - Historical Returns

Returns include dividend reinvestment.

1M
PJUL
+0.58%
Winner
TYG
+2.89%
3M
Winner
PJUL
+2.82%
TYG
-6.62%
6M
Winner
PJUL
+5.00%
TYG
+3.13%
1Y
PJUL
+10.80%
Winner
TYG
+15.91%
5Y(CAGR)
PJUL
+10.46%
Winner
TYG
+22.11%
10Y(CAGR)
PJUL
N/A
TYG
-1.67%
Max(CAGR)
Winner
PJUL
+8.87%
TYG
+4.26%

PJUL vs TYG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearPJULTYG
2026+5.29%+13.21%
2025+13.13%+8.38%
2024+14.30%+58.74%
2023+20.19%+1.65%
2022-2.14%+19.50%
2021+7.76%+45.17%
2020+7.15%-70.89%
2019+11.97%-1.81%
2018-4.45%-26.72%
2017N/A+0.67%
2016N/A+19.78%
2015N/A-30.70%
2014N/A-2.18%
2013N/A+26.84%
2012N/A-0.99%
2011N/A+8.51%
2010N/A+29.88%
2009N/A+94.53%
2008N/A-45.23%
2007N/A+2.46%
2006N/A+34.43%
2005N/A+5.74%
2004N/A+13.96%

PJUL vs TYG Drawdown Comparison

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

The maximum drawdown for TYG was -95.33%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current PJUL drawdown is -0.36%. The current TYG drawdown is -34.47%.

RankPJULTYG
#1-18.17%
Feb 19, 2020 - Jun 5, 2020
-95.33%
Jun 26, 2014 - Mar 18, 2020
#2-10.69%
Feb 19, 2025 - Jun 6, 2025
-75.57%
Jul 12, 2007 - Aug 5, 2010
#3-9.29%
Oct 1, 2018 - Apr 8, 2019
-21.58%
Mar 21, 2011 - Dec 1, 2011
#4-8.27%
Aug 16, 2022 - Jan 26, 2023
-17.61%
Jul 29, 2005 - Aug 25, 2006
#5-6.92%
Mar 29, 2022 - Aug 11, 2022
-16.59%
Dec 2, 2013 - May 16, 2014
#6-5.51%
Jul 28, 2023 - Nov 17, 2023
-15.42%
Mar 1, 2004 - Sep 15, 2004
#7-4.61%
Feb 2, 2023 - Apr 13, 2023
-15.05%
Mar 27, 2013 - Nov 21, 2013
#8-4.46%
Jun 8, 2020 - Jul 20, 2020
-11.59%
Apr 25, 2012 - Oct 26, 2012
#9-4.41%
Jul 16, 2024 - Aug 19, 2024
-11.57%
Jan 5, 2012 - Apr 24, 2012
#10-4.25%
Jan 3, 2022 - Mar 29, 2022
-9.90%
Nov 5, 2012 - Jan 17, 2013
#11-3.64%
Feb 25, 2026 - Apr 9, 2026
-8.53%
Feb 16, 2005 - Jun 15, 2005
#12-3.31%
May 3, 2019 - Jul 1, 2019
-7.79%
Dec 1, 2006 - Feb 12, 2007
#13-3.17%
Jul 26, 2019 - Oct 17, 2019
-7.33%
Sep 24, 2004 - Nov 11, 2004
#14-3.02%
Oct 13, 2020 - Nov 5, 2020
-6.84%
Aug 6, 2010 - Sep 13, 2010
#15-2.82%
Aug 28, 2020 - Oct 12, 2020
-5.81%
Nov 11, 2010 - Dec 13, 2010

Correlation

Correlation between PJUL and TYG is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

0.28
-101

Dividend Comparison (2004 - 2026)

PJUL vs TYG dividend yield comparison.

YearPJULTYG
20260.00%6.46%
20250.00%11.25%
20240.00%7.96%
20230.00%9.87%
20220.00%8.94%
20210.00%5.27%
20200.00%10.85%
20190.82%14.61%
20180.00%13.17%
20170.00%9.01%
20160.00%8.54%
20150.00%13.95%
20140.00%5.44%
20130.00%4.79%
20120.00%5.92%
20110.00%5.50%
20100.00%5.65%
20090.00%6.96%
20080.00%13.16%
20070.00%7.26%
20060.00%6.64%
20050.00%6.62%
20040.00%3.53%

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