PMAY vs JVAL

Comparison between Innovator U.S. Equity Power Buffer ETF - May (PMAY, ETF) and JPMORGAN U.S. VALUE FACTOR ETF (JVAL, ETF).

5-Year PerformanceJVAL has outperformed PMAY, delivering a return of +12.5% compared to +7.1%

PMAY vs JVAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PMAY(ETF)	JVAL(ETF)
Net Assets	$822M	$821M
Expense Ratio	0.79%	0.12%
Max Drawdown	13.05%	40.42%
Sharpe Ratio	1.21	1.67
5Y Beta	0.46	0.96
P/E Ratio	N/A	20.73
Forward P/E	N/A	14.31
PEG Ratio	N/A	0.12
5Y Dividends CAGR	N/A	12.19%
5Y EPS CAGR	N/A	15.91%
Debt to Equity	N/A	25.30%
P/S Ratio	N/A	1.54
P/B Ratio	N/A	2.76

Net Assets

Winner

PMAY

$822M

JVAL

$821M

Expense Ratio

PMAY

0.79%

Winner

JVAL

0.12%

Max Drawdown

Winner

PMAY

13.05%

JVAL

40.42%

Sharpe Ratio

PMAY

1.21

Winner

JVAL

1.67

5Y Beta

Winner

PMAY

0.46

JVAL

0.96

P/E Ratio

PMAY

N/A

JVAL

20.73

Forward P/E

PMAY

N/A

JVAL

14.31

PEG Ratio

PMAY

N/A

JVAL

0.12

5Y Dividends CAGR

PMAY

N/A

JVAL

12.19%

5Y EPS CAGR

PMAY

N/A

JVAL

15.91%

Debt to Equity

PMAY

N/A

JVAL

25.30%

P/S Ratio

PMAY

N/A

JVAL

1.54

P/B Ratio

PMAY

N/A

JVAL

2.76

PMAY vs JVAL - Historical Returns

Returns include dividend reinvestment.

Period	PMAY	JVAL
1 month	+0.58%	-0.92%
3 months	+2.55%	+9.20%
6 months	+4.38%	+14.33%
1 year	+9.19%	+30.95%
5 years(CAGR)	+7.05%	+12.49%
10 years(CAGR)	N/A	+12.87%
Max(CAGR)	+8.25%	+12.87%

Winner

PMAY

+0.58%

JVAL

-0.92%

PMAY

+2.55%

Winner

JVAL

+9.20%

PMAY

+4.38%

Winner

JVAL

+14.33%

PMAY

+9.19%

Winner

JVAL

+30.95%

5Y(CAGR)

PMAY

+7.05%

Winner

JVAL

+12.49%

10Y(CAGR)

PMAY

N/A

JVAL

+12.87%

Max(CAGR)

PMAY

+8.25%

Winner

JVAL

+12.87%

PMAY vs JVAL - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	PMAY	JVAL
2026	+4.66%	+17.69%
2025	+10.30%	+16.48%
2024	+14.39%	+14.59%
2023	+12.37%	+19.59%
2022	-8.38%	-12.14%
2021	+7.91%	+33.17%
2020	+11.97%	+5.81%
2019	N/A	+27.98%
2018	N/A	-8.93%
2017	N/A	+5.24%

PMAY vs JVAL Drawdown Comparison

The maximum drawdown for PMAY was -13.05%, occurring on Sep 30, 2022. Recovery took 421 trading sessions.

The maximum drawdown for JVAL was -40.42%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.

The current PMAY drawdown is -0.38%. The current JVAL drawdown is -1.40%.

Rank	PMAY	JVAL
#1	-13.05% Mar 29, 2022 - Dec 1, 2023	-40.42% Jan 17, 2020 - Nov 24, 2020
#2	-9.43% Feb 19, 2025 - May 12, 2025	-22.40% Jan 4, 2022 - Dec 13, 2023
#3	-4.40% Jan 12, 2022 - Mar 28, 2022	-20.07% Nov 25, 2024 - Jul 2, 2025
#4	-3.80% Jul 16, 2024 - Aug 16, 2024	-18.99% Sep 21, 2018 - Apr 30, 2019
#5	-3.70% Jun 8, 2020 - Jul 17, 2020	-8.53% Jul 26, 2019 - Oct 25, 2019
#6	-2.68% Oct 13, 2020 - Nov 6, 2020	-8.48% Feb 11, 2026 - Apr 16, 2026
#7	-2.20% May 7, 2021 - May 27, 2021	-8.23% May 3, 2019 - Jul 3, 2019
#8	-2.18% Aug 28, 2020 - Oct 9, 2020	-7.88% Jan 24, 2018 - Aug 28, 2018
#9	-2.03% May 11, 2020 - May 18, 2020	-7.68% Jul 16, 2024 - Aug 30, 2024
#10	-1.86% Sep 3, 2021 - Oct 19, 2021	-6.11% Oct 27, 2025 - Dec 3, 2025
#11	-1.85% Jun 2, 2026 - Jul 6, 2026	-5.86% Mar 28, 2024 - Jul 11, 2024
#12	-1.78% Aug 30, 2024 - Sep 13, 2024	-5.74% Nov 16, 2021 - Dec 27, 2021
#13	-1.65% Jul 9, 2021 - Aug 3, 2021	-4.70% Jun 8, 2021 - Aug 3, 2021
#14	-1.60% Nov 5, 2021 - Dec 23, 2021	-4.41% Sep 2, 2021 - Oct 20, 2021
#15	-1.58% Feb 25, 2026 - Apr 6, 2026	-4.38% May 7, 2021 - Jun 4, 2021