PRFD vs NJUL
Comparison between PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE EXCHANGE-TRADED FUND (PRFD, ETF) and Innovator Growth-100 Power Buffer ETF - July (NJUL, ETF).
PRFD vs NJUL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PRFD
$212M
Winner
NJUL
$213M
Expense Ratio
Winner
PRFD
0.73%
NJUL
0.79%
Max Drawdown
Winner
PRFD
14.13%
NJUL
14.37%
Sharpe Ratio
PRFD
1.13
Winner
NJUL
1.73
5Y Beta
Winner
PRFD
0.07
NJUL
0.63
PRFD vs NJUL - Historical Returns
Returns include dividend reinvestment.
1M
PRFD
+0.27%
Winner
NJUL
+0.85%
3M
PRFD
+0.19%
Winner
NJUL
+5.36%
6M
PRFD
+1.73%
Winner
NJUL
+5.85%
1Y
PRFD
+7.32%
Winner
NJUL
+18.98%
5Y(CAGR)
PRFD
N/A
NJUL
+10.79%
Max(CAGR)
PRFD
+6.32%
Winner
NJUL
+11.07%
PRFD vs NJUL - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | PRFD | NJUL |
|---|---|---|
| 2026 | +1.16% | +5.89% |
| 2025 | +8.41% | +15.80% |
| 2024 | +10.35% | +14.94% |
| 2023 | +1.83% | +30.07% |
| 2022 | N/A | -11.93% |
| 2021 | N/A | +8.48% |
| 2020 | N/A | +8.28% |
PRFD vs NJUL Drawdown Comparison
The maximum drawdown for PRFD was -11.93%, occurring on Mar 20, 2023. Recovery took 245 trading sessions.
The maximum drawdown for NJUL was -14.37%, occurring on Oct 14, 2022. Recovery took 330 trading sessions.
The current PRFD drawdown is -0.69%. The current NJUL drawdown is -0.32%.
| Rank | PRFD | NJUL |
|---|---|---|
| #1 | -11.93% Feb 2, 2023 - Jan 25, 2024 | -14.37% Jan 3, 2022 - Apr 27, 2023 |
| #2 | -3.55% Mar 3, 2025 - Jun 4, 2025 | -13.58% Feb 19, 2025 - Jun 3, 2025 |
| #3 | -3.28% Feb 24, 2026 - Mar 27, 2026 | -6.67% Jul 10, 2024 - Sep 26, 2024 |
| #4 | -2.49% Dec 9, 2024 - Feb 14, 2025 | -5.17% Jul 18, 2023 - Nov 10, 2023 |
| #5 | -2.16% Mar 28, 2024 - May 9, 2024 | -4.93% Jan 28, 2026 - Apr 9, 2026 |
| #6 | -1.48% Sep 27, 2024 - Dec 4, 2024 | -3.52% Sep 2, 2020 - Oct 12, 2020 |
| #7 | -1.09% Feb 1, 2024 - Feb 23, 2024 | -2.89% Oct 13, 2020 - Nov 4, 2020 |
| #8 | -1.02% Oct 27, 2025 - Dec 24, 2025 | -2.84% Apr 11, 2024 - May 6, 2024 |
| #9 | -0.71% May 20, 2024 - Jun 3, 2024 | -2.79% Oct 28, 2025 - Dec 2, 2025 |
| #10 | -0.67% Aug 1, 2024 - Aug 13, 2024 | -2.75% Aug 30, 2021 - Oct 21, 2021 |
| #11 | -0.66% Jan 16, 2026 - Jan 23, 2026 | -2.40% Nov 19, 2021 - Dec 27, 2021 |
| #12 | -0.58% Jun 6, 2024 - Jun 12, 2024 | -2.38% Dec 16, 2024 - Jan 22, 2025 |
| #13 | -0.50% Jul 10, 2025 - Jul 28, 2025 | -2.25% Jul 20, 2020 - Aug 3, 2020 |
| #14 | -0.49% Sep 23, 2025 - Oct 15, 2025 | -1.74% Oct 29, 2024 - Nov 6, 2024 |
| #15 | -0.34% Jul 17, 2024 - Jul 31, 2024 | -1.65% Jan 23, 2025 - Feb 12, 2025 |
Correlation
Correlation between PRFD and NJUL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
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