SCDV vs ZSEP

Comparison between BAHL & GAYNOR SMALL CAP DIVIDEND ETF (SCDV, ETF) and Innovator Equity Defined Protection ETF - 1 Yr September (ZSEP, ETF).

SCDV vs ZSEP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCDV(ETF)	ZSEP(ETF)
Net Assets	$144M	$145M
Expense Ratio	0.70%	0.79%
Max Drawdown	23.00%	3.97%
Sharpe Ratio	0.69	1.43
5Y Beta	0.84	0.17
P/E Ratio	30.00	N/A
Forward P/E	22.53	N/A
PEG Ratio	0.73	N/A
5Y EPS CAGR	14.32%	N/A
Debt to Equity	29.53%	N/A
P/S Ratio	2.88	N/A
P/B Ratio	4.09	N/A

Net Assets

SCDV

$144M

Winner

ZSEP

$145M

Expense Ratio

Winner

SCDV

0.70%

ZSEP

0.79%

Max Drawdown

SCDV

23.00%

Winner

ZSEP

3.97%

Sharpe Ratio

SCDV

0.69

Winner

ZSEP

1.43

5Y Beta

SCDV

0.84

Winner

ZSEP

0.17

P/E Ratio

SCDV

30.00

ZSEP

N/A

Forward P/E

SCDV

22.53

ZSEP

N/A

PEG Ratio

SCDV

0.73

ZSEP

N/A

5Y EPS CAGR

SCDV

14.32%

ZSEP

N/A

Debt to Equity

SCDV

29.53%

ZSEP

N/A

P/S Ratio

SCDV

2.88

ZSEP

N/A

P/B Ratio

SCDV

4.09

ZSEP

N/A

SCDV vs ZSEP - Historical Returns

Returns include dividend reinvestment.

Period	SCDV	ZSEP
1 month	-0.82%	+0.46%
3 months	+0.10%	+2.06%
6 months	+10.05%	+2.75%
1 year	+13.86%	+7.57%
Max(CAGR)	+4.19%	+6.52%

SCDV

-0.82%

Winner

ZSEP

+0.46%

SCDV

+0.10%

Winner

ZSEP

+2.06%

Winner

SCDV

+10.05%

ZSEP

+2.75%

Winner

SCDV

+13.86%

ZSEP

+7.57%

Max(CAGR)

SCDV

+4.19%

Winner

ZSEP

+6.52%

SCDV vs ZSEP - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	SCDV	ZSEP
2026	+8.74%	+2.31%
2025	+3.93%	+6.82%
2024	-6.38%	+2.12%

SCDV vs ZSEP Drawdown Comparison

The maximum drawdown for SCDV was -22.84%, occurring on Apr 8, 2025. Recovery took 165 trading sessions.

The maximum drawdown for ZSEP was -3.97%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.

The current SCDV drawdown is -4.23%. The current ZSEP drawdown is -0.22%.

Rank	SCDV	ZSEP
#1	-22.84% Dec 12, 2024 - Aug 13, 2025	-3.97% Feb 19, 2025 - May 15, 2025
#2	-11.38% Feb 20, 2026 - Mar 30, 2026	-1.45% Feb 26, 2026 - Apr 9, 2026
#3	-7.68% Oct 27, 2025 - Jan 12, 2026	-0.81% Nov 12, 2025 - Nov 26, 2025
#4	-3.17% Aug 22, 2025 - Oct 20, 2025	-0.71% May 19, 2025 - Jun 2, 2025
#5	-2.36% Aug 13, 2025 - Aug 22, 2025	-0.64% Oct 8, 2025 - Oct 22, 2025
#6	-1.86% Jan 15, 2026 - Feb 4, 2026	-0.62% Oct 18, 2024 - Nov 6, 2024
#7	-1.21% Oct 20, 2025 - Oct 24, 2025	-0.56% Dec 16, 2024 - Jan 15, 2025
#8	-0.55% Feb 11, 2026 - Feb 13, 2026	-0.52% Feb 2, 2026 - Feb 26, 2026
#9	-0.19% Feb 13, 2026 - Feb 20, 2026	-0.45% Jan 12, 2026 - Jan 26, 2026
#10	N/A	-0.42% Nov 7, 2024 - Nov 26, 2024
#11	N/A	-0.38% Sep 19, 2025 - Oct 1, 2025
#12	N/A	-0.38% Jul 28, 2025 - Aug 6, 2025
#13	N/A	-0.36% Sep 27, 2024 - Oct 11, 2024
#14	N/A	-0.35% Jan 24, 2025 - Feb 6, 2025
#15	N/A	-0.34% Oct 27, 2025 - Nov 12, 2025