SMLV vs BFEB

Comparison between STATE STREET(R) SPDR(R) US SMALL CAP LOW VOLATILITY INDEX ETF (SMLV, ETF) and Innovator U.S. Equity Buffer ETF - February (BFEB, ETF).

5-Year PerformanceBFEB has outperformed SMLV, delivering a return of +11.4% compared to +8.1%

SMLV vs BFEB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMLV(ETF)	BFEB(ETF)
Net Assets	$237M	$236M
Expense Ratio	0.12%	0.79%
Max Drawdown	42.87%	26.37%
Sharpe Ratio	1.24	1.79
5Y Beta	0.75	0.62
P/E Ratio	25.55	N/A
Forward P/E	13.85	N/A
5Y Dividends CAGR	12.83%	N/A
5Y EPS CAGR	6.97%	N/A
Debt to Equity	61.67%	N/A
P/S Ratio	1.47	N/A
P/B Ratio	1.63	N/A

Net Assets

Winner

SMLV

$237M

BFEB

$236M

Expense Ratio

Winner

SMLV

0.12%

BFEB

0.79%

Max Drawdown

SMLV

42.87%

Winner

BFEB

26.37%

Sharpe Ratio

SMLV

1.24

Winner

BFEB

1.79

5Y Beta

SMLV

0.75

Winner

BFEB

0.62

P/E Ratio

SMLV

25.55

BFEB

N/A

Forward P/E

SMLV

13.85

BFEB

N/A

5Y Dividends CAGR

SMLV

12.83%

BFEB

N/A

5Y EPS CAGR

SMLV

6.97%

BFEB

N/A

Debt to Equity

SMLV

61.67%

BFEB

N/A

P/S Ratio

SMLV

1.47

BFEB

N/A

P/B Ratio

SMLV

1.63

BFEB

N/A

SMLV vs BFEB - Historical Returns

Returns include dividend reinvestment.

Period	SMLV	BFEB
1 month	+1.85%	+1.22%
3 months	+7.14%	+5.58%
6 months	+15.01%	+7.59%
1 year	+24.52%	+20.15%
5 years(CAGR)	+8.07%	+11.41%
10 years(CAGR)	+10.15%	N/A
Max(CAGR)	+10.67%	+12.48%

Winner

SMLV

+1.85%

BFEB

+1.22%

Winner

SMLV

+7.14%

BFEB

+5.58%

Winner

SMLV

+15.01%

BFEB

+7.59%

Winner

SMLV

+24.52%

BFEB

+20.15%

5Y(CAGR)

SMLV

+8.07%

Winner

BFEB

+11.41%

10Y(CAGR)

SMLV

+10.15%

BFEB

N/A

Max(CAGR)

SMLV

+10.67%

Winner

BFEB

+12.48%

SMLV vs BFEB - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SMLV	BFEB
2026	+14.52%	+6.82%
2025	+6.66%	+12.96%
2024	+17.20%	+17.98%
2023	+7.45%	+22.75%
2022	-8.11%	-6.80%
2021	+29.84%	+18.62%
2020	-1.27%	+10.17%
2019	+23.87%	N/A
2018	-6.82%	N/A
2017	+4.97%	N/A
2016	+33.71%	N/A
2015	-0.90%	N/A
2014	+15.16%	N/A
2013	+23.62%	N/A

SMLV vs BFEB Drawdown Comparison

The maximum drawdown for SMLV was -42.43%, occurring on Mar 23, 2020. Recovery took 245 trading sessions.

The maximum drawdown for BFEB was -26.37%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The current BFEB drawdown is -1.53%.

Rank	SMLV	BFEB
#1	-42.43% Jan 16, 2020 - Jan 6, 2021	-26.37% Feb 19, 2020 - Aug 12, 2020
#2	-20.42% Nov 25, 2024 - Jan 12, 2026	-14.84% Mar 29, 2022 - Jun 1, 2023
#3	-18.95% Jan 4, 2022 - Jul 11, 2024	-13.82% Feb 19, 2025 - Jun 24, 2025
#4	-18.82% Aug 31, 2018 - Sep 13, 2019	-7.47% Jul 28, 2023 - Nov 20, 2023
#5	-14.30% Dec 1, 2015 - Apr 27, 2016	-6.54% Feb 9, 2022 - Mar 29, 2022
#6	-9.84% Apr 2, 2015 - Nov 27, 2015	-6.41% Feb 2, 2026 - Apr 14, 2026
#7	-8.94% Jul 26, 2024 - Sep 19, 2024	-4.74% Oct 12, 2020 - Nov 6, 2020
#8	-8.39% Nov 29, 2017 - May 25, 2018	-4.70% Jul 16, 2024 - Aug 19, 2024
#9	-7.34% Feb 6, 2026 - Apr 9, 2026	-4.44% Sep 2, 2020 - Oct 12, 2020
#10	-7.13% Sep 3, 2014 - Oct 29, 2014	-3.28% Feb 12, 2021 - Mar 11, 2021
#11	-7.06% Nov 5, 2021 - Jan 4, 2022	-2.93% Mar 28, 2024 - May 9, 2024
#12	-6.76% Mar 12, 2021 - Jun 8, 2021	-2.59% Nov 12, 2025 - Nov 26, 2025
#13	-6.75% Jun 8, 2021 - Oct 20, 2021	-2.43% May 7, 2021 - May 28, 2021
#14	-6.43% Jun 8, 2016 - Jul 11, 2016	-2.11% Aug 30, 2024 - Sep 16, 2024
#15	-6.29% Jan 4, 2017 - Apr 26, 2017	-1.76% Sep 1, 2021 - Oct 14, 2021