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PSEP vs IUS

Comparison between Innovator U.S. Equity Power Buffer ETF - September (PSEP, ETF) and INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF).

5-Year PerformanceIUS has outperformed PSEP, delivering a return of +13.6% compared to +9.3%

PSEP vs IUS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PSEP
$861M
IUS
$857M
Expense Ratio
PSEP
0.79%
Winner
IUS
0.19%
Max Drawdown
Winner
PSEP
17.90%
IUS
35.17%
Sharpe Ratio
PSEP
1.67
Winner
IUS
2.30
5Y Beta
Winner
PSEP
0.46
IUS
0.78
P/E Ratio
PSEP
N/A
IUS
25.34
Forward P/E
PSEP
N/A
IUS
16.44
5Y Dividends CAGR
PSEP
N/A
IUS
8.99%
5Y EPS CAGR
PSEP
N/A
IUS
16.93%
Debt to Equity
PSEP
N/A
IUS
24.04%
P/S Ratio
PSEP
N/A
IUS
1.36
P/B Ratio
PSEP
N/A
IUS
3.60

PSEP vs IUS - Historical Returns

Returns include dividend reinvestment.

1M
PSEP
+0.62%
Winner
IUS
+2.34%
3M
PSEP
+5.49%
Winner
IUS
+12.66%
6M
PSEP
+5.19%
Winner
IUS
+15.10%
1Y
PSEP
+13.66%
Winner
IUS
+31.24%
5Y(CAGR)
PSEP
+9.25%
Winner
IUS
+13.56%
Max(CAGR)
PSEP
+9.60%
Winner
IUS
+15.22%

PSEP vs IUS - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearPSEPIUS
2026+4.66%+14.78%
2025+11.98%+17.23%
2024+12.80%+16.56%
2023+19.21%+21.21%
2022-4.00%-8.85%
2021+9.71%+33.59%
2020+8.14%+14.43%
2019+4.62%+29.34%
2018N/A-12.48%

PSEP vs IUS Drawdown Comparison

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

The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.

The current PSEP drawdown is -0.29%. The current IUS drawdown is -0.73%.

RankPSEPIUS
#1-17.90%
Feb 19, 2020 - Jul 14, 2020
-34.66%
Feb 12, 2020 - Sep 2, 2020
#2-9.92%
Feb 19, 2025 - Jun 6, 2025
-18.73%
Mar 29, 2022 - Jun 30, 2023
#3-9.80%
Jan 4, 2022 - Jan 31, 2023
-15.62%
Nov 29, 2024 - Jul 1, 2025
#4-5.45%
Jul 31, 2023 - Nov 17, 2023
-14.49%
Oct 2, 2018 - May 1, 2019
#5-4.63%
Sep 2, 2020 - Nov 5, 2020
-9.03%
Jul 31, 2023 - Dec 11, 2023
#6-4.41%
Feb 2, 2023 - Apr 13, 2023
-8.08%
Sep 2, 2020 - Nov 9, 2020
#7-4.08%
Feb 25, 2026 - Apr 13, 2026
-7.80%
Jan 4, 2022 - Mar 28, 2022
#8-2.45%
Sep 3, 2021 - Oct 20, 2021
-7.05%
Jul 24, 2019 - Sep 11, 2019
#9-2.28%
Jul 31, 2024 - Aug 13, 2024
-6.91%
May 1, 2019 - Jun 21, 2019
#10-2.13%
Aug 30, 2024 - Sep 16, 2024
-6.23%
Jul 16, 2024 - Aug 23, 2024
#11-2.12%
Oct 27, 2025 - Nov 28, 2025
-6.15%
Feb 11, 2026 - Apr 14, 2026
#12-2.12%
Nov 16, 2021 - Dec 23, 2021
-4.97%
Mar 28, 2024 - Jun 17, 2024
#13-2.03%
Mar 28, 2024 - May 6, 2024
-4.60%
Sep 12, 2019 - Oct 25, 2019
#14-1.81%
Jan 21, 2021 - Feb 8, 2021
-4.52%
Nov 16, 2021 - Dec 10, 2021
#15-1.78%
May 1, 2023 - May 18, 2023
-4.52%
Sep 2, 2021 - Oct 20, 2021

Correlation

Correlation between PSEP and IUS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

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