UDIV vs XBAP

Comparison between FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF (UDIV, ETF) and Innovator U.S. Equity Accelerated 9 Buffer ETF - April (XBAP, ETF).

5-Year PerformanceUDIV has outperformed XBAP, delivering a return of +13.7% compared to +9.6%

UDIV vs XBAP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UDIV(ETF)	XBAP(ETF)
Net Assets	$134M	$134M
Expense Ratio	0.06%	0.79%
Max Drawdown	35.46%	14.57%
Sharpe Ratio	1.88	2.79
5Y Beta	0.97	0.45
P/E Ratio	27.66	N/A
Forward P/E	20.59	N/A
PEG Ratio	0.24	N/A
5Y Dividends CAGR	2.35%	N/A
5Y EPS CAGR	27.06%	N/A
Debt to Equity	18.33%	N/A
P/S Ratio	3.70	N/A
P/B Ratio	5.10	N/A

Net Assets

UDIV

$134M

XBAP

$134M

Expense Ratio

Winner

UDIV

0.06%

XBAP

0.79%

Max Drawdown

UDIV

35.46%

Winner

XBAP

14.57%

Sharpe Ratio

UDIV

1.88

Winner

XBAP

2.79

5Y Beta

UDIV

0.97

Winner

XBAP

0.45

P/E Ratio

UDIV

27.66

XBAP

N/A

Forward P/E

UDIV

20.59

XBAP

N/A

PEG Ratio

UDIV

0.24

XBAP

N/A

5Y Dividends CAGR

UDIV

2.35%

XBAP

N/A

5Y EPS CAGR

UDIV

27.06%

XBAP

N/A

Debt to Equity

UDIV

18.33%

XBAP

N/A

P/S Ratio

UDIV

3.70

XBAP

N/A

P/B Ratio

UDIV

5.10

XBAP

N/A

UDIV vs XBAP - Historical Returns

Returns include dividend reinvestment.

Period	UDIV	XBAP
1 month	+1.58%	+0.65%
3 months	+14.15%	+6.83%
6 months	+13.54%	+8.46%
1 year	+29.45%	+14.46%
5 years(CAGR)	+13.71%	+9.63%
10 years(CAGR)	+12.05%	N/A
Max(CAGR)	+11.83%	+9.87%

Winner

UDIV

+1.58%

XBAP

+0.65%

Winner

UDIV

+14.15%

XBAP

+6.83%

Winner

UDIV

+13.54%

XBAP

+8.46%

Winner

UDIV

+29.45%

XBAP

+14.46%

5Y(CAGR)

Winner

UDIV

+13.71%

XBAP

+9.63%

10Y(CAGR)

UDIV

+12.05%

XBAP

N/A

Max(CAGR)

Winner

UDIV

+11.83%

XBAP

+9.87%

UDIV vs XBAP - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	UDIV	XBAP
2026	+13.10%	+7.73%
2025	+19.12%	+13.40%
2024	+26.15%	+11.71%
2023	+25.55%	+20.79%
2022	-15.10%	-7.76%
2021	+20.42%	+7.48%
2020	+4.76%	N/A
2019	+24.49%	N/A
2018	-8.74%	N/A
2017	+16.84%	N/A
2016	+0.96%	N/A

UDIV vs XBAP Drawdown Comparison

The maximum drawdown for UDIV was -35.20%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.

The maximum drawdown for XBAP was -14.57%, occurring on Oct 12, 2022. Recovery took 268 trading sessions.

The current UDIV drawdown is -2.20%. The current XBAP drawdown is -0.56%.

Rank	UDIV	XBAP
#1	-35.20% Jan 17, 2020 - Nov 16, 2020	-14.57% Apr 4, 2022 - Apr 28, 2023
#2	-23.18% Jan 12, 2022 - Dec 8, 2023	-8.25% Apr 2, 2025 - May 12, 2025
#3	-19.19% Feb 19, 2025 - Jun 24, 2025	-4.59% Jul 16, 2024 - Aug 19, 2024
#4	-16.10% Jan 26, 2018 - Jun 20, 2019	-4.22% Sep 14, 2023 - Nov 8, 2023
#5	-8.44% Feb 9, 2026 - Apr 14, 2026	-3.22% Feb 19, 2025 - Mar 24, 2025
#6	-8.16% Jul 16, 2024 - Aug 30, 2024	-3.20% Apr 1, 2024 - May 9, 2024
#7	-6.47% Jul 24, 2019 - Oct 15, 2019	-2.54% Jan 11, 2022 - Mar 18, 2022
#8	-6.26% Aug 11, 2016 - Feb 3, 2017	-2.34% May 7, 2021 - May 28, 2021
#9	-5.53% Mar 28, 2024 - May 14, 2024	-2.14% Aug 30, 2024 - Sep 19, 2024
#10	-5.52% Jun 23, 2016 - Jul 15, 2016	-1.76% Jul 28, 2023 - Aug 30, 2023
#11	-5.33% Oct 28, 2025 - Dec 10, 2025	-1.54% Nov 16, 2021 - Dec 8, 2021
#12	-5.29% Nov 16, 2021 - Dec 23, 2021	-1.47% Apr 28, 2023 - May 17, 2023
#13	-4.71% Sep 3, 2021 - Nov 3, 2021	-1.45% Sep 3, 2021 - Oct 15, 2021
#14	-4.48% Jun 2, 2026 - Jun 10, 2026	-1.45% Jul 2, 2021 - Jul 23, 2021
#15	-4.43% Jun 8, 2016 - Jun 23, 2016	-1.42% May 19, 2025 - Jun 2, 2025