TJUL vs NBSM

Comparison between Innovator Equity Defined Protection ETF - 2 Yr to July 2025 (TJUL, ETF) and NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF).

TJUL vs NBSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TJUL(ETF)	NBSM(ETF)
Net Assets	$115M	$115M
Expense Ratio	0.79%	0.65%
Max Drawdown	4.61%	25.33%
Sharpe Ratio	0.49	0.57
5Y Beta	0.22	0.86
P/E Ratio	N/A	22.32
Forward P/E	N/A	18.20
PEG Ratio	N/A	0.20
5Y EPS CAGR	N/A	11.39%
Debt to Equity	N/A	62.41%
P/S Ratio	N/A	2.47
P/B Ratio	N/A	2.85

Net Assets

TJUL

$115M

NBSM

$115M

Expense Ratio

TJUL

0.79%

Winner

NBSM

0.65%

Max Drawdown

Winner

TJUL

4.61%

NBSM

25.33%

Sharpe Ratio

TJUL

0.49

Winner

NBSM

0.57

5Y Beta

Winner

TJUL

0.22

NBSM

0.86

P/E Ratio

TJUL

N/A

NBSM

22.32

Forward P/E

TJUL

N/A

NBSM

18.20

PEG Ratio

TJUL

N/A

NBSM

0.20

5Y EPS CAGR

TJUL

N/A

NBSM

11.39%

Debt to Equity

TJUL

N/A

NBSM

62.41%

P/S Ratio

TJUL

N/A

NBSM

2.47

P/B Ratio

TJUL

N/A

NBSM

2.85

TJUL vs NBSM - Historical Returns

Returns include dividend reinvestment.

Period	TJUL	NBSM
1 month	+0.92%	+4.28%
3 months	+1.26%	+8.53%
6 months	+2.64%	+8.41%
1 year	+5.11%	+12.44%
Max(CAGR)	+6.79%	+6.10%

TJUL

+0.92%

Winner

NBSM

+4.28%

TJUL

+1.26%

Winner

NBSM

+8.53%

TJUL

+2.64%

Winner

NBSM

+8.41%

TJUL

+5.11%

Winner

NBSM

+12.44%

Max(CAGR)

Winner

TJUL

+6.79%

NBSM

+6.10%

TJUL vs NBSM - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	TJUL	NBSM
2026	+3.08%	+15.32%
2025	+6.55%	+0.40%
2024	+8.35%	-0.39%
2023	+3.05%	N/A

TJUL vs NBSM Drawdown Comparison

The maximum drawdown for TJUL was -4.61%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.

The maximum drawdown for NBSM was -25.16%, occurring on Apr 8, 2025. Recovery took 394 trading sessions.

The current TJUL drawdown is -0.02%. The current NBSM drawdown is -0.83%.

Rank	TJUL	NBSM
#1	-4.61% Feb 19, 2025 - May 8, 2025	-25.16% Nov 25, 2024 - Jun 25, 2026
#2	-3.09% Jul 20, 2023 - Nov 15, 2023	-7.23% Jul 16, 2024 - Oct 11, 2024
#3	-2.08% Jan 27, 2026 - Apr 13, 2026	-6.88% Mar 28, 2024 - May 7, 2024
#4	-1.59% Jul 16, 2024 - Aug 13, 2024	-6.12% May 15, 2024 - Jul 16, 2024
#5	-1.28% Mar 28, 2024 - May 9, 2024	-4.11% Oct 14, 2024 - Nov 6, 2024
#6	-1.09% Oct 27, 2025 - Dec 10, 2025	-3.68% Nov 11, 2024 - Nov 22, 2024
#7	-0.84% Aug 30, 2024 - Sep 12, 2024	-2.86% Jun 30, 2026 - Aug 3, 2026
#8	-0.71% Jan 9, 2026 - Jan 27, 2026	-1.33% Aug 4, 2026 - Aug 13, 2026
#9	-0.70% Dec 27, 2023 - Jan 12, 2024	-0.93% Aug 14, 2026 - Aug 18, 2026
#10	-0.64% Sep 25, 2024 - Oct 14, 2024	-0.82% Mar 21, 2024 - Mar 27, 2024
#11	-0.63% Dec 1, 2023 - Dec 12, 2023	-0.74% Jun 26, 2026 - Jun 30, 2026
#12	-0.54% Oct 29, 2024 - Nov 6, 2024	-0.45% May 7, 2024 - May 9, 2024
#13	-0.52% Mar 12, 2024 - Mar 20, 2024	-0.44% May 10, 2024 - May 14, 2024
#14	-0.52% Jan 29, 2024 - Feb 2, 2024	N/A
#15	-0.51% May 28, 2026 - Jul 1, 2026	N/A