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UDEC vs FUMB

Comparison between Innovator U.S. Equity Ultra Buffer ETF - December (UDEC, ETF) and FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF (FUMB, ETF).

5-Year PerformanceUDEC has outperformed FUMB, delivering a return of +7.5% compared to +2.1%

UDEC vs FUMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
UDEC
$247M
FUMB
$247M
Expense Ratio
UDEC
0.79%
Winner
FUMB
0.29%
Max Drawdown
UDEC
13.37%
Winner
FUMB
2.68%
Sharpe Ratio
Winner
UDEC
1.39
FUMB
-1.63
5Y Beta
UDEC
0.42
Winner
FUMB
-0.00
5Y Dividends CAGR
UDEC
N/A
FUMB
36.84%

UDEC vs FUMB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UDEC
+2.03%
FUMB
+0.19%
3M
Winner
UDEC
+2.43%
FUMB
+0.72%
6M
Winner
UDEC
+6.40%
FUMB
+1.05%
1Y
Winner
UDEC
+13.72%
FUMB
+2.48%
5Y(CAGR)
Winner
UDEC
+7.48%
FUMB
+2.08%
Max(CAGR)
Winner
UDEC
+7.37%
FUMB
+1.80%

UDEC vs FUMB - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearUDECFUMB
2026+7.16%+1.59%
2025+13.00%+2.89%
2024+9.89%+3.00%
2023+17.36%+2.97%
2022-9.56%+0.17%
2021+7.04%+0.33%
2020+6.31%+1.30%
2019+1.16%+2.01%
2018N/A+0.30%

UDEC vs FUMB Drawdown Comparison

The maximum drawdown for UDEC was -13.37%, occurring on Mar 20, 2020. Recovery took 116 trading sessions.

The maximum drawdown for FUMB was -2.68%, occurring on Mar 20, 2020. Recovery took 13 trading sessions.

The current UDEC drawdown is -0.19%. The current FUMB drawdown is -0.05%.

RankUDECFUMB
#1-13.37%
Feb 19, 2020 - Aug 4, 2020
-2.68%
Mar 9, 2020 - Mar 26, 2020
#2-10.26%
Jan 4, 2022 - Jul 13, 2023
-1.25%
Aug 5, 2021 - Jan 10, 2023
#3-8.94%
Feb 19, 2025 - Jun 24, 2025
-1.14%
Mar 26, 2020 - Jul 30, 2020
#4-8.15%
Jul 28, 2023 - Nov 15, 2023
-0.60%
Apr 3, 2025 - May 15, 2025
#5-4.44%
Jan 28, 2026 - Apr 14, 2026
-0.50%
Dec 27, 2023 - Jan 30, 2024
#6-2.81%
Jul 16, 2024 - Aug 15, 2024
-0.48%
Aug 19, 2020 - Dec 3, 2020
#7-2.70%
Oct 12, 2020 - Nov 5, 2020
-0.45%
Dec 31, 2018 - Feb 25, 2019
#8-2.46%
Nov 12, 2025 - Nov 25, 2025
-0.38%
Jan 26, 2023 - Mar 10, 2023
#9-2.31%
Sep 2, 2020 - Oct 9, 2020
-0.35%
Nov 5, 2018 - Dec 3, 2018
#10-2.16%
Dec 6, 2024 - Jan 21, 2025
-0.35%
Dec 30, 2019 - Feb 3, 2020
#11-1.96%
Mar 28, 2024 - May 6, 2024
-0.35%
Feb 8, 2021 - Jun 14, 2021
#12-1.79%
Oct 8, 2025 - Oct 21, 2025
-0.30%
Aug 14, 2023 - Aug 22, 2023
#13-1.56%
Jun 4, 2026 - Jul 6, 2026
-0.30%
Feb 1, 2024 - Feb 22, 2024
#14-1.45%
Jul 25, 2025 - Aug 8, 2025
-0.30%
Dec 6, 2018 - Dec 21, 2018
#15-1.26%
Jul 15, 2026 - Jul 31, 2026
-0.30%
Jul 30, 2020 - Aug 7, 2020

Correlation

Correlation between UDEC and FUMB is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

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