SMHB vs XTJA
Comparison between UBS AG London Branch (SMHB, ETF) and Innovator U.S. Equity Accelerated Plus ETF - January (XTJA, ETF).
SMHB vs XTJA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMHB
$20M
Winner
XTJA
$20M
Expense Ratio
SMHB
N/A
XTJA
0.79%
Max Drawdown
SMHB
92.37%
Winner
XTJA
26.17%
Sharpe Ratio
SMHB
0.21
Winner
XTJA
1.50
5Y Beta
SMHB
1.49
Winner
XTJA
0.76
5Y Dividends CAGR
SMHB
-4.70%
XTJA
N/A
SMHB vs XTJA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMHB
+3.15%
XTJA
+0.83%
3M
Winner
SMHB
+11.74%
XTJA
+8.73%
6M
SMHB
+4.62%
Winner
XTJA
+7.02%
1Y
SMHB
+7.30%
Winner
XTJA
+17.19%
5Y(CAGR)
SMHB
-6.85%
Winner
XTJA
+7.11%
Max(CAGR)
SMHB
-6.24%
Winner
XTJA
+7.11%
SMHB vs XTJA - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | SMHB | XTJA |
|---|---|---|
| 2026 | +8.11% | +6.62% |
| 2025 | -8.10% | +14.20% |
| 2024 | -16.10% | +15.46% |
| 2023 | +32.71% | +22.51% |
| 2022 | -37.87% | -20.72% |
| 2021 | +71.88% | N/A |
| 2020 | -41.27% | N/A |
| 2019 | +8.23% | N/A |
| 2018 | -24.78% | N/A |
SMHB vs XTJA Drawdown Comparison
The maximum drawdown for SMHB was -90.28%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The maximum drawdown for XTJA was -26.17%, occurring on Oct 12, 2022. Recovery took 523 trading sessions.
The current SMHB drawdown is -38.60%. The current XTJA drawdown is -0.79%.
| Rank | SMHB | XTJA |
|---|---|---|
| #1 | -90.28% Nov 14, 2018 - Mar 18, 2020 | -26.17% Jan 3, 2022 - Feb 2, 2024 |
| #2 | N/A | -17.94% Feb 19, 2025 - Jun 10, 2025 |
| #3 | N/A | -7.62% Jan 28, 2026 - Apr 13, 2026 |
| #4 | N/A | -4.34% Jul 16, 2024 - Aug 15, 2024 |
| #5 | N/A | -2.85% Mar 28, 2024 - May 6, 2024 |
| #6 | N/A | -1.98% Jun 2, 2026 - Jun 10, 2026 |
| #7 | N/A | -1.85% Jan 12, 2026 - Jan 27, 2026 |
| #8 | N/A | -1.82% Jan 6, 2025 - Jan 17, 2025 |
| #9 | N/A | -1.48% Nov 12, 2025 - Nov 25, 2025 |
| #10 | N/A | -1.45% Aug 30, 2024 - Sep 13, 2024 |
| #11 | N/A | -1.33% Oct 9, 2025 - Oct 20, 2025 |
| #12 | N/A | -1.28% Jul 25, 2025 - Aug 8, 2025 |
| #13 | N/A | -1.01% Jan 24, 2025 - Feb 6, 2025 |
| #14 | N/A | -1.01% Jun 12, 2025 - Jun 23, 2025 |
| #15 | N/A | -0.98% Feb 9, 2024 - Feb 15, 2024 |
Correlation
Correlation between SMHB and XTJA is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.01
-101
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