PSEP vs FDD

Comparison between Innovator U.S. Equity Power Buffer ETF - September (PSEP, ETF) and FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND (FDD, ETF).

5-Year PerformanceFDD has outperformed PSEP, delivering a return of +10.7% compared to +9.2%

PSEP vs FDD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSEP(ETF)	FDD(ETF)
Net Assets	$857M	$860M
Expense Ratio	0.79%	0.56%
Max Drawdown	17.90%	76.57%
Sharpe Ratio	1.71	1.58
5Y Beta	0.46	0.64
5Y Dividends CAGR	N/A	7.48%

Net Assets

PSEP

$857M

Winner

FDD

$860M

Expense Ratio

PSEP

0.79%

Winner

FDD

0.56%

Max Drawdown

Winner

PSEP

17.90%

FDD

76.57%

Sharpe Ratio

Winner

PSEP

1.71

FDD

1.58

5Y Beta

Winner

PSEP

0.46

FDD

0.64

5Y Dividends CAGR

PSEP

N/A

FDD

7.48%

PSEP vs FDD - Historical Returns

Returns include dividend reinvestment.

Period	PSEP	FDD
1 month	+0.84%	+0.52%
3 months	+4.01%	+8.37%
6 months	+4.83%	+15.84%
1 year	+14.52%	+30.65%
5 years(CAGR)	+9.24%	+10.72%
10 years(CAGR)	N/A	+9.78%
Max(CAGR)	+9.57%	+2.43%

Winner

PSEP

+0.84%

FDD

+0.52%

PSEP

+4.01%

Winner

FDD

+8.37%

PSEP

+4.83%

Winner

FDD

+15.84%

PSEP

+14.52%

Winner

FDD

+30.65%

5Y(CAGR)

PSEP

+9.24%

Winner

FDD

+10.72%

10Y(CAGR)

PSEP

N/A

FDD

+9.78%

Max(CAGR)

Winner

PSEP

+9.57%

FDD

+2.43%

PSEP vs FDD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	PSEP	FDD
2026	+4.32%	+8.19%
2025	+11.98%	+63.19%
2024	+12.80%	+0.98%
2023	+19.21%	+11.77%
2022	-4.00%	-16.60%
2021	+9.71%	+14.76%
2020	+8.14%	-4.96%
2019	+4.62%	+24.34%
2018	N/A	-9.47%
2017	N/A	+18.18%
2016	N/A	+3.66%
2015	N/A	-2.13%
2014	N/A	-0.26%
2013	N/A	+17.15%
2012	N/A	+9.83%
2011	N/A	-9.86%
2010	N/A	-1.26%
2009	N/A	+31.14%
2008	N/A	-60.17%
2007	N/A	+1.65%

PSEP vs FDD Drawdown Comparison

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

The maximum drawdown for FDD was -74.73%, occurring on Mar 9, 2009. Recovery took 4371 trading sessions.

The current PSEP drawdown is -0.62%. The current FDD drawdown is -3.57%.

Rank	PSEP	FDD
#1	-17.90% Feb 19, 2020 - Jul 14, 2020	-74.73% Oct 31, 2007 - Mar 18, 2025
#2	-9.92% Feb 19, 2025 - Jun 6, 2025	-12.90% Mar 18, 2025 - Apr 22, 2025
#3	-9.80% Jan 4, 2022 - Jan 31, 2023	-9.39% Feb 26, 2026 - Apr 13, 2026
#4	-5.45% Jul 31, 2023 - Nov 17, 2023	-5.39% Jul 23, 2025 - Aug 12, 2025
#5	-4.63% Sep 2, 2020 - Nov 5, 2020	-5.18% Sep 4, 2007 - Sep 27, 2007
#6	-4.41% Feb 2, 2023 - Apr 13, 2023	-5.10% Aug 22, 2025 - Nov 11, 2025
#7	-4.08% Feb 25, 2026 - Apr 13, 2026	-4.87% Nov 13, 2025 - Dec 2, 2025
#8	-2.45% Sep 3, 2021 - Oct 20, 2021	-4.69% Oct 9, 2007 - Oct 29, 2007
#9	-2.28% Jul 31, 2024 - Aug 13, 2024	-3.62% Apr 17, 2026 - May 6, 2026
#10	-2.13% Aug 30, 2024 - Sep 16, 2024	-3.57% May 26, 2026 - Jun 5, 2026
#11	-2.12% Oct 27, 2025 - Nov 28, 2025	-2.47% Jul 9, 2025 - Jul 22, 2025
#12	-2.12% Nov 16, 2021 - Dec 23, 2021	-2.43% Jan 29, 2026 - Feb 9, 2026
#13	-2.03% Mar 28, 2024 - May 6, 2024	-1.88% Oct 5, 2007 - Oct 9, 2007
#14	-1.81% Jan 21, 2021 - Feb 8, 2021	-1.70% Feb 9, 2026 - Feb 20, 2026
#15	-1.78% May 1, 2023 - May 18, 2023	-1.57% Oct 1, 2007 - Oct 5, 2007