PSEP vs EOI

Comparison between Innovator U.S. Equity Power Buffer ETF - September (PSEP, ETF) and Eaton Vance Enhanced Equity Income Fund (EOI, ETF).

5-Year PerformanceEOI has outperformed PSEP, delivering a return of +9.8% compared to +9.2%

PSEP vs EOI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSEP(ETF)	EOI(ETF)
Net Assets	$857M	$861M
Expense Ratio	0.79%	N/A
Max Drawdown	17.90%	61.69%
Sharpe Ratio	1.71	0.12
5Y Beta	0.46	0.86
5Y Dividends CAGR	N/A	10.05%

Net Assets

PSEP

$857M

Winner

EOI

$861M

Expense Ratio

PSEP

0.79%

EOI

N/A

Max Drawdown

Winner

PSEP

17.90%

EOI

61.69%

Sharpe Ratio

Winner

PSEP

1.71

EOI

0.12

5Y Beta

Winner

PSEP

0.46

EOI

0.86

5Y Dividends CAGR

PSEP

N/A

EOI

10.05%

PSEP vs EOI - Historical Returns

Returns include dividend reinvestment.

Period	PSEP	EOI
1 month	+0.84%	-1.44%
3 months	+4.01%	-1.20%
6 months	+4.83%	+3.02%
1 year	+14.52%	+5.42%
5 years(CAGR)	+9.24%	+9.76%
10 years(CAGR)	N/A	+12.27%
Max(CAGR)	+9.57%	+8.70%

Winner

PSEP

+0.84%

EOI

-1.44%

Winner

PSEP

+4.01%

EOI

-1.20%

Winner

PSEP

+4.83%

EOI

+3.02%

Winner

PSEP

+14.52%

EOI

+5.42%

5Y(CAGR)

PSEP

+9.24%

Winner

EOI

+9.76%

10Y(CAGR)

PSEP

N/A

EOI

+12.27%

Max(CAGR)

Winner

PSEP

+9.57%

EOI

+8.70%

PSEP vs EOI - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	PSEP	EOI
2026	+4.32%	-1.81%
2025	+11.98%	+7.28%
2024	+12.80%	+36.30%
2023	+19.21%	+19.94%
2022	-4.00%	-19.61%
2021	+9.71%	+35.97%
2020	+8.14%	+9.30%
2019	+4.62%	+31.48%
2018	N/A	-6.60%
2017	N/A	+26.22%
2016	N/A	+3.02%
2015	N/A	+5.52%
2014	N/A	+15.58%
2013	N/A	+30.03%
2012	N/A	+14.03%
2011	N/A	-11.60%
2010	N/A	-3.69%
2009	N/A	+30.19%
2008	N/A	-26.45%
2007	N/A	-3.69%
2006	N/A	+19.41%
2005	N/A	-0.80%
2004	N/A	+0.78%

PSEP vs EOI Drawdown Comparison

The maximum drawdown for PSEP was -17.90%, occurring on Mar 23, 2020. Recovery took 101 trading sessions.

The maximum drawdown for EOI was -53.72%, occurring on Mar 9, 2009. Recovery took 1428 trading sessions.

The current PSEP drawdown is -0.62%. The current EOI drawdown is -4.58%.

Rank	PSEP	EOI
#1	-17.90% Feb 19, 2020 - Jul 14, 2020	-53.72% Jul 3, 2007 - Mar 6, 2013
#2	-9.92% Feb 19, 2025 - Jun 6, 2025	-39.98% Feb 19, 2020 - Aug 17, 2020
#3	-9.80% Jan 4, 2022 - Jan 31, 2023	-27.99% Sep 20, 2018 - Sep 5, 2019
#4	-5.45% Jul 31, 2023 - Nov 17, 2023	-26.79% Dec 31, 2021 - Jan 26, 2024
#5	-4.63% Sep 2, 2020 - Nov 5, 2020	-23.18% Dec 4, 2024 - Jul 3, 2025
#6	-4.41% Feb 2, 2023 - Apr 13, 2023	-15.91% Dec 29, 2015 - May 31, 2016
#7	-4.08% Feb 25, 2026 - Apr 13, 2026	-13.33% Apr 24, 2015 - Dec 21, 2015
#8	-2.45% Sep 3, 2021 - Oct 20, 2021	-12.53% Jan 30, 2026 - Mar 27, 2026
#9	-2.28% Jul 31, 2024 - Aug 13, 2024	-12.06% Sep 18, 2014 - Nov 20, 2014
#10	-2.13% Aug 30, 2024 - Sep 16, 2024	-11.58% Aug 18, 2005 - Jul 20, 2006
#11	-2.12% Oct 27, 2025 - Nov 28, 2025	-11.19% Aug 26, 2020 - Nov 17, 2020
#12	-2.12% Nov 16, 2021 - Dec 23, 2021	-11.15% Jul 19, 2016 - Feb 3, 2017
#13	-2.03% Mar 28, 2024 - May 6, 2024	-11.03% Jul 11, 2024 - Sep 19, 2024
#14	-1.81% Jan 21, 2021 - Feb 8, 2021	-9.38% Jan 16, 2018 - Apr 18, 2018
#15	-1.78% May 1, 2023 - May 18, 2023	-8.69% Sep 12, 2025 - Jan 13, 2026