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SPDV vs XBJA

Comparison between AAM S&P 500 HIGH DIVIDEND VALUE ETF (SPDV, ETF) and Innovator U.S. Equity Accelerated 9 Buffer ETF - January (XBJA, ETF).

5-Year PerformanceSPDV has outperformed XBJA, delivering a return of +10.3% compared to +7.2%

SPDV vs XBJA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPDV
$95M
Winner
XBJA
$96M
Expense Ratio
Winner
SPDV
0.29%
XBJA
0.79%
Max Drawdown
SPDV
45.44%
Winner
XBJA
17.42%
Sharpe Ratio
Winner
SPDV
1.59
XBJA
1.26
5Y Beta
SPDV
0.66
Winner
XBJA
0.53
P/E Ratio
SPDV
23.75
XBJA
N/A
Forward P/E
SPDV
12.15
XBJA
N/A
PEG Ratio
SPDV
0.38
XBJA
N/A
5Y Dividends CAGR
SPDV
4.59%
XBJA
N/A
5Y EPS CAGR
SPDV
0.86%
XBJA
N/A
Debt to Equity
SPDV
-81.45%
XBJA
N/A
P/S Ratio
SPDV
1.20
XBJA
N/A
P/B Ratio
SPDV
1.98
XBJA
N/A

SPDV vs XBJA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPDV
+3.87%
XBJA
+0.74%
3M
Winner
SPDV
+7.48%
XBJA
+3.74%
6M
Winner
SPDV
+11.56%
XBJA
+5.84%
1Y
Winner
SPDV
+25.25%
XBJA
+11.61%
5Y(CAGR)
Winner
SPDV
+10.26%
XBJA
+7.16%
10Y(CAGR)
SPDV
+9.45%
XBJA
N/A
Max(CAGR)
Winner
SPDV
+9.45%
XBJA
+7.16%

SPDV vs XBJA - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearSPDVXBJA
2026+16.22%+6.21%
2025+10.63%+11.20%
2024+12.97%+12.10%
2023+5.19%+17.41%
2022-3.20%-11.69%
2021+31.52%N/A
2020-5.75%N/A
2019+20.27%N/A
2018-7.08%N/A
2017+3.65%N/A

SPDV vs XBJA Drawdown Comparison

The maximum drawdown for SPDV was -43.82%, occurring on Mar 23, 2020. Recovery took 266 trading sessions.

The maximum drawdown for XBJA was -17.42%, occurring on Oct 12, 2022. Recovery took 388 trading sessions.

The current XBJA drawdown is -0.10%.

RankSPDVXBJA
#1-43.82%
Jan 17, 2020 - Feb 8, 2021
-17.42%
Jan 3, 2022 - Jul 21, 2023
#2-21.32%
Apr 20, 2022 - Mar 11, 2024
-12.57%
Feb 20, 2025 - Jun 3, 2025
#3-18.62%
Nov 29, 2024 - Aug 22, 2025
-5.33%
Feb 25, 2026 - Apr 13, 2026
#4-18.50%
Sep 21, 2018 - Oct 29, 2019
-3.40%
Jul 16, 2024 - Aug 15, 2024
#5-9.85%
Jan 26, 2018 - Aug 17, 2018
-3.21%
Sep 14, 2023 - Nov 2, 2023
#6-9.60%
Jun 8, 2021 - Jan 4, 2022
-2.11%
Mar 28, 2024 - May 6, 2024
#7-6.37%
Mar 28, 2024 - Jul 16, 2024
-1.49%
Jan 27, 2026 - Feb 25, 2026
#8-5.99%
Jul 30, 2024 - Aug 23, 2024
-1.42%
Jun 4, 2026 - Jun 15, 2026
#9-5.80%
Feb 11, 2026 - May 22, 2026
-1.38%
Jan 6, 2025 - Jan 15, 2025
#10-5.24%
Oct 3, 2025 - Dec 10, 2025
-1.29%
Jan 12, 2026 - Jan 27, 2026
#11-5.14%
Jan 14, 2022 - Mar 29, 2022
-1.20%
Jul 31, 2023 - Aug 29, 2023
#12-4.90%
Mar 15, 2021 - Apr 21, 2021
-1.13%
Dec 29, 2023 - Jan 9, 2024
#13-3.56%
May 10, 2021 - May 17, 2021
-1.11%
Jul 29, 2025 - Aug 8, 2025
#14-3.45%
Oct 16, 2024 - Nov 7, 2024
-1.01%
Aug 30, 2024 - Sep 13, 2024
#15-3.42%
Aug 30, 2024 - Sep 19, 2024
-0.96%
Jun 15, 2026 - Jun 30, 2026

Correlation

Correlation between SPDV and XBJA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

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