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SMMV vs BJUL

Comparison between ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF (SMMV, ETF) and Innovator U.S. Equity Buffer ETF - July (BJUL, ETF).

5-Year PerformanceBJUL has outperformed SMMV, delivering a return of +11.4% compared to +5.0%

SMMV vs BJUL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SMMV
$284M
Winner
BJUL
$285M
Expense Ratio
Winner
SMMV
0.20%
BJUL
0.79%
Max Drawdown
SMMV
38.77%
Winner
BJUL
24.03%
Sharpe Ratio
SMMV
0.41
Winner
BJUL
1.78
5Y Beta
Winner
SMMV
0.53
BJUL
0.66
P/E Ratio
SMMV
23.20
BJUL
N/A
Forward P/E
SMMV
16.63
BJUL
N/A
5Y Dividends CAGR
SMMV
15.67%
BJUL
N/A
5Y EPS CAGR
SMMV
8.23%
BJUL
N/A
P/S Ratio
SMMV
1.40
BJUL
N/A
P/B Ratio
SMMV
2.33
BJUL
N/A

SMMV vs BJUL - Historical Returns

Returns include dividend reinvestment.

1M
SMMV
-1.27%
Winner
BJUL
+1.24%
3M
SMMV
-2.48%
Winner
BJUL
+5.28%
6M
SMMV
+3.64%
Winner
BJUL
+6.21%
1Y
SMMV
+7.56%
Winner
BJUL
+19.08%
5Y(CAGR)
SMMV
+5.00%
Winner
BJUL
+11.36%
10Y(CAGR)
SMMV
+8.18%
BJUL
N/A
Max(CAGR)
SMMV
+8.18%
Winner
BJUL
+9.99%

SMMV vs BJUL - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

YearSMMVBJUL
2026+2.87%+5.69%
2025+6.75%+14.00%
2024+18.20%+19.20%
2023+5.48%+22.22%
2022-10.13%-7.58%
2021+17.89%+11.66%
2020-2.49%+8.50%
2019+25.22%+17.26%
2018+1.20%-8.49%
2017+14.31%N/A
2016+7.50%N/A

SMMV vs BJUL Drawdown Comparison

The maximum drawdown for SMMV was -38.77%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.

The maximum drawdown for BJUL was -24.03%, occurring on Mar 23, 2020. Recovery took 125 trading sessions.

The current SMMV drawdown is -3.85%. The current BJUL drawdown is -0.56%.

RankSMMVBJUL
#1-38.77%
Feb 20, 2020 - Jan 25, 2021
-24.03%
Feb 13, 2020 - Aug 12, 2020
#2-17.99%
Nov 16, 2021 - May 16, 2024
-14.06%
Feb 19, 2025 - Jun 24, 2025
#3-15.19%
Sep 11, 2018 - Apr 24, 2019
-13.23%
Sep 21, 2018 - Apr 23, 2019
#4-13.67%
Nov 29, 2024 - Nov 28, 2025
-13.19%
Jan 4, 2022 - Jun 2, 2023
#5-7.54%
Jan 26, 2018 - May 9, 2018
-7.47%
Jul 31, 2023 - Nov 20, 2023
#6-7.02%
Mar 2, 2026 - Mar 20, 2026
-6.06%
Jul 16, 2024 - Aug 23, 2024
#7-5.54%
Feb 12, 2021 - Mar 11, 2021
-5.40%
Feb 25, 2026 - Apr 13, 2026
#8-5.32%
Sep 22, 2016 - Nov 15, 2016
-4.53%
Sep 2, 2020 - Oct 12, 2020
#9-4.85%
Jul 31, 2024 - Aug 23, 2024
-4.51%
Oct 12, 2020 - Nov 6, 2020
#10-4.74%
Sep 2, 2021 - Nov 3, 2021
-4.36%
Jul 26, 2019 - Oct 25, 2019
#11-4.57%
Mar 15, 2021 - Apr 15, 2021
-3.43%
Apr 1, 2024 - May 7, 2024
#12-4.28%
Jun 11, 2021 - Aug 30, 2021
-3.07%
Aug 30, 2021 - Oct 19, 2021
#13-4.22%
Apr 26, 2021 - Jun 8, 2021
-2.96%
Apr 29, 2019 - Jul 2, 2019
#14-3.82%
May 6, 2019 - Jun 19, 2019
-2.93%
Aug 30, 2024 - Sep 17, 2024
#15-3.43%
Nov 11, 2024 - Nov 25, 2024
-2.77%
Oct 27, 2025 - Nov 28, 2025

Correlation

Correlation between SMMV and BJUL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

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