SHOC vs UMAR

Comparison between STRIVE U.S. SEMICONDUCTOR ETF (SHOC, ETF) and Innovator U.S. Equity Ultra Buffer ETF - March (UMAR, ETF).

SHOC vs UMAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHOC(ETF)	UMAR(ETF)
Net Assets	$211M	$211M
Expense Ratio	0.40%	0.79%
Max Drawdown	37.69%	11.08%
Sharpe Ratio	2.46	1.85
5Y Beta	1.92	0.40
P/E Ratio	61.87	N/A
Forward P/E	33.37	N/A
PEG Ratio	0.14	N/A
5Y EPS CAGR	40.60%	N/A
Debt to Equity	32.00%	N/A
P/S Ratio	15.40	N/A
P/B Ratio	12.63	N/A

Net Assets

Winner

SHOC

$211M

UMAR

$211M

Expense Ratio

Winner

SHOC

0.40%

UMAR

0.79%

Max Drawdown

SHOC

37.69%

Winner

UMAR

11.08%

Sharpe Ratio

Winner

SHOC

2.46

UMAR

1.85

5Y Beta

SHOC

1.92

Winner

UMAR

0.40

P/E Ratio

SHOC

61.87

UMAR

N/A

Forward P/E

SHOC

33.37

UMAR

N/A

PEG Ratio

SHOC

0.14

UMAR

N/A

5Y EPS CAGR

SHOC

40.60%

UMAR

N/A

Debt to Equity

SHOC

32.00%

UMAR

N/A

P/S Ratio

SHOC

15.40

UMAR

N/A

P/B Ratio

SHOC

12.63

UMAR

N/A

SHOC vs UMAR - Historical Returns

Returns include dividend reinvestment.

Period	SHOC	UMAR
1 month	+7.64%	+0.55%
3 months	+41.92%	+3.32%
6 months	+50.82%	+5.53%
1 year	+120.57%	+13.66%
5 years(CAGR)	N/A	+7.62%
Max(CAGR)	+49.11%	+7.65%

Winner

SHOC

+7.64%

UMAR

+0.55%

Winner

SHOC

+41.92%

UMAR

+3.32%

Winner

SHOC

+50.82%

UMAR

+5.53%

Winner

SHOC

+120.57%

UMAR

+13.66%

5Y(CAGR)

SHOC

N/A

UMAR

+7.62%

Max(CAGR)

Winner

SHOC

+49.11%

UMAR

+7.65%

SHOC vs UMAR - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	SHOC	UMAR
2026	+49.43%	+4.78%
2025	+48.59%	+11.95%
2024	+20.73%	+12.99%
2023	+63.87%	+12.52%
2022	-1.17%	-5.42%
2021	N/A	+7.50%
2020	N/A	+5.16%

SHOC vs UMAR Drawdown Comparison

The maximum drawdown for SHOC was -37.54%, occurring on Apr 4, 2025. Recovery took 250 trading sessions.

The maximum drawdown for UMAR was -11.08%, occurring on Mar 23, 2020. Recovery took 63 trading sessions.

The current SHOC drawdown is -11.03%. The current UMAR drawdown is -0.92%.

Rank	SHOC	UMAR
#1	-37.54% Jul 10, 2024 - Jul 10, 2025	-11.08% Mar 4, 2020 - Jun 3, 2020
#2	-18.39% Aug 1, 2023 - Dec 12, 2023	-8.72% Mar 29, 2022 - Jul 31, 2023
#3	-17.56% Mar 7, 2024 - May 24, 2024	-7.41% Feb 28, 2025 - May 15, 2025
#4	-14.59% Feb 25, 2026 - Apr 8, 2026	-4.29% Sep 14, 2023 - Nov 10, 2023
#5	-13.51% Oct 6, 2022 - Nov 10, 2022	-4.27% Jul 16, 2024 - Aug 19, 2024
#6	-13.21% Nov 30, 2022 - Jan 23, 2023	-3.61% Feb 27, 2026 - Apr 13, 2026
#7	-12.39% Oct 29, 2025 - Dec 8, 2025	-2.97% Mar 28, 2024 - May 14, 2024
#8	-11.03% Jun 3, 2026 - Jun 5, 2026	-2.44% Jun 5, 2020 - Jul 16, 2020
#9	-10.57% Dec 10, 2025 - Jan 6, 2026	-2.20% Aug 30, 2024 - Sep 16, 2024
#10	-9.22% Mar 31, 2023 - May 25, 2023	-2.07% Mar 2, 2022 - Mar 18, 2022
#11	-8.79% Jan 29, 2026 - Feb 25, 2026	-1.88% Sep 2, 2020 - Oct 12, 2020
#12	-7.89% Feb 2, 2023 - Mar 23, 2023	-1.86% Oct 12, 2020 - Nov 5, 2020
#13	-7.13% Dec 27, 2023 - Jan 19, 2024	-1.58% Jul 31, 2023 - Aug 31, 2023
#14	-7.02% Jun 18, 2024 - Jul 10, 2024	-1.51% Nov 11, 2025 - Nov 26, 2025
#15	-6.42% May 14, 2026 - May 26, 2026	-1.31% Mar 1, 2021 - Mar 11, 2021