UJAN vs BWZ

Comparison between Innovator U.S. Equity Ultra Buffer ETF - January (UJAN, ETF) and SPDR(R) BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF (BWZ, ETF).

5-Year PerformanceUJAN has outperformed BWZ, delivering a return of +7.8% compared to -2.1%

UJAN vs BWZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UJAN(ETF)	BWZ(ETF)
Net Assets	$324M	$324M
Expense Ratio	0.79%	0.35%
Max Drawdown	13.69%	38.33%
Sharpe Ratio	1.79	-0.61
5Y Beta	0.39	-0.00
5Y Dividends CAGR	N/A	110.68%

Net Assets

Winner

UJAN

$324M

BWZ

$324M

Expense Ratio

UJAN

0.79%

Winner

BWZ

0.35%

Max Drawdown

Winner

UJAN

13.69%

BWZ

38.33%

Sharpe Ratio

Winner

UJAN

1.79

BWZ

-0.61

5Y Beta

UJAN

0.39

Winner

BWZ

-0.00

5Y Dividends CAGR

UJAN

N/A

BWZ

110.68%

UJAN vs BWZ - Historical Returns

Returns include dividend reinvestment.

Period	UJAN	BWZ
1 month	+0.85%	-1.29%
3 months	+3.76%	-1.09%
6 months	+4.77%	-0.33%
1 year	+13.90%	-0.94%
5 years(CAGR)	+7.83%	-2.12%
10 years(CAGR)	N/A	-0.54%
Max(CAGR)	+8.11%	-0.23%

Winner

UJAN

+0.85%

BWZ

-1.29%

Winner

UJAN

+3.76%

BWZ

-1.09%

Winner

UJAN

+4.77%

BWZ

-0.33%

Winner

UJAN

+13.90%

BWZ

-0.94%

5Y(CAGR)

Winner

UJAN

+7.83%

BWZ

-2.12%

10Y(CAGR)

UJAN

N/A

BWZ

-0.54%

Max(CAGR)

Winner

UJAN

+8.11%

BWZ

-0.23%

UJAN vs BWZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	UJAN	BWZ
2026	+3.88%	-0.73%
2025	+11.15%	+10.88%
2024	+13.57%	-4.53%
2023	+16.04%	+3.85%
2022	-6.13%	-10.17%
2021	+6.36%	-6.90%
2020	+6.72%	+6.74%
2019	+10.23%	+1.29%
2018	N/A	-3.82%
2017	N/A	+10.82%
2016	N/A	-1.22%
2015	N/A	-6.54%
2014	N/A	-9.36%
2013	N/A	-2.29%
2012	N/A	+2.23%
2011	N/A	-0.77%
2010	N/A	+0.98%
2009	N/A	+12.97%

UJAN vs BWZ Drawdown Comparison

The maximum drawdown for UJAN was -13.69%, occurring on Mar 20, 2020. Recovery took 117 trading sessions.

The maximum drawdown for BWZ was -34.22%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current UJAN drawdown is -0.79%. The current BWZ drawdown is -22.82%.

Rank	UJAN	BWZ
#1	-13.69% Feb 19, 2020 - Aug 5, 2020	-34.22% Aug 29, 2011 - Sep 27, 2022
#2	-9.03% Feb 19, 2025 - Jun 24, 2025	-13.70% Dec 1, 2009 - Nov 4, 2010
#3	-8.85% Jan 3, 2022 - May 18, 2023	-6.59% Nov 4, 2010 - Jan 26, 2011
#4	-4.84% Sep 14, 2023 - Nov 8, 2023	-5.56% Feb 9, 2009 - Mar 18, 2009
#5	-3.98% Feb 2, 2026 - Apr 14, 2026	-5.06% Jan 26, 2011 - Apr 26, 2011
#6	-3.25% Jul 16, 2024 - Aug 16, 2024	-3.58% May 2, 2011 - Jul 29, 2011
#7	-2.94% Oct 12, 2020 - Nov 6, 2020	-3.43% Jun 2, 2009 - Jul 20, 2009
#8	-2.51% Sep 2, 2020 - Oct 9, 2020	-2.51% Mar 19, 2009 - May 4, 2009
#9	-2.50% Mar 28, 2024 - May 9, 2024	-2.22% Oct 14, 2009 - Nov 11, 2009
#10	-2.01% Apr 30, 2019 - Jun 17, 2019	-2.20% Jul 29, 2011 - Aug 29, 2011
#11	-1.82% Jul 26, 2019 - Sep 11, 2019	-2.14% Sep 18, 2009 - Oct 14, 2009
#12	-1.43% Aug 30, 2024 - Sep 16, 2024	-1.88% Aug 4, 2009 - Aug 25, 2009
#13	-1.38% Jul 31, 2023 - Aug 30, 2023	-1.52% Feb 3, 2009 - Feb 9, 2009
#14	-1.34% Nov 11, 2025 - Nov 25, 2025	-1.10% May 22, 2009 - Jun 1, 2009
#15	-1.27% Jan 6, 2025 - Jan 17, 2025	-1.05% Nov 11, 2009 - Nov 25, 2009