TBJL vs MEXX

Comparison between Innovator 20+ Year Treasury Bond 9 Buffer ETF - July (TBJL, ETF) and DIREXION DAILY MSCI MEXICO BULL 3X SHARES (MEXX, ETF).

5-Year PerformanceMEXX has outperformed TBJL, delivering a return of +13.6% compared to -3.5%

TBJL vs MEXX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TBJL(ETF)	MEXX(ETF)
Net Assets	$23M	$23M
Expense Ratio	0.79%	N/A
Max Drawdown	29.36%	95.79%
Sharpe Ratio	-0.70	1.18
5Y Beta	0.01	2.10
5Y Dividends CAGR	N/A	87.00%

Net Assets

TBJL

$23M

MEXX

$23M

Expense Ratio

TBJL

0.79%

MEXX

N/A

Max Drawdown

Winner

TBJL

29.36%

MEXX

95.79%

Sharpe Ratio

TBJL

-0.70

Winner

MEXX

1.18

5Y Beta

Winner

TBJL

0.01

MEXX

2.10

5Y Dividends CAGR

TBJL

N/A

MEXX

87.00%

TBJL vs MEXX - Historical Returns

Returns include dividend reinvestment.

Period	TBJL	MEXX
1 month	+0.18%	-8.18%
3 months	-0.58%	+18.79%
6 months	-0.50%	+24.28%
1 year	-0.60%	+80.25%
5 years(CAGR)	-3.53%	+13.57%
10 years(CAGR)	N/A	-4.89%
Max(CAGR)	-3.97%	-4.89%

Winner

TBJL

+0.18%

MEXX

-8.18%

TBJL

-0.58%

Winner

MEXX

+18.79%

TBJL

-0.50%

Winner

MEXX

+24.28%

TBJL

-0.60%

Winner

MEXX

+80.25%

5Y(CAGR)

TBJL

-3.53%

Winner

MEXX

+13.57%

10Y(CAGR)

TBJL

N/A

MEXX

-4.89%

Max(CAGR)

Winner

TBJL

-3.97%

MEXX

-4.89%

TBJL vs MEXX - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	TBJL	MEXX
2026	-0.56%	+23.56%
2025	+1.39%	+166.19%
2024	-2.69%	-72.25%
2023	+2.73%	+104.98%
2022	-19.88%	-12.32%
2021	-0.52%	+49.97%
2020	-1.92%	-57.17%
2019	N/A	+13.02%
2018	N/A	-52.91%
2017	N/A	-13.80%

TBJL vs MEXX Drawdown Comparison

The maximum drawdown for TBJL was -29.36%, occurring on Oct 20, 2023. This drawdown has not yet recovered.

The maximum drawdown for MEXX was -95.58%, occurring on Apr 3, 2020. This drawdown has not yet recovered.

The current TBJL drawdown is -21.00%. The current MEXX drawdown is -54.45%.

Rank	TBJL	MEXX
#1	-29.36% Aug 18, 2020 - Oct 20, 2023	-95.58% Jul 26, 2017 - Apr 3, 2020
#2	N/A	-11.79% May 16, 2017 - Jun 5, 2017
#3	N/A	-6.14% Jun 26, 2017 - Jul 10, 2017
#4	N/A	-2.56% Jul 18, 2017 - Jul 26, 2017
#5	N/A	-1.68% Jun 13, 2017 - Jun 23, 2017
#6	N/A	-1.67% May 3, 2017 - May 12, 2017
#7	N/A	-1.38% Jun 5, 2017 - Jun 13, 2017
#8	N/A	-0.62% Jul 14, 2017 - Jul 18, 2017

Correlation

Correlation between TBJL and MEXX is -0.49 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.49

-101