UJUL vs USMF
Comparison between Innovator U.S. Equity Ultra Buffer ETF - July (UJUL, ETF) and WISDOMTREE U.S. MULTIFACTOR FUND (USMF, ETF).
5-Year PerformanceUJUL has outperformed USMF, delivering a return of +8.7% compared to +7.1%
UJUL vs USMF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UJUL vs USMF - Historical Returns
Returns include dividend reinvestment.
UJUL vs USMF - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | UJUL | USMF |
|---|---|---|
| 2026 | +6.98% | +5.11% |
| 2025 | +12.44% | +4.59% |
| 2024 | +14.26% | +19.52% |
| 2023 | +17.81% | +13.88% |
| 2022 | -6.96% | -8.76% |
| 2021 | +5.37% | +22.46% |
| 2020 | +4.67% | +11.53% |
| 2019 | +12.99% | +24.74% |
| 2018 | -5.62% | -4.54% |
| 2017 | N/A | +11.27% |
UJUL vs USMF Drawdown Comparison
The maximum drawdown for UJUL was -14.11%, occurring on Mar 20, 2020. Recovery took 76 trading sessions.
The maximum drawdown for USMF was -36.24%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The current UJUL drawdown is -0.20%. The current USMF drawdown is -2.04%.
| Rank | UJUL | USMF |
|---|---|---|
| #1 | -14.11% Feb 19, 2020 - Jun 8, 2020 | -36.24% Feb 19, 2020 - Sep 2, 2020 |
| #2 | -11.38% Feb 19, 2025 - Jun 6, 2025 | -19.07% Sep 14, 2018 - Jul 3, 2019 |
| #3 | -10.73% Mar 29, 2022 - May 18, 2023 | -18.11% Jan 4, 2022 - Dec 4, 2023 |
| #4 | -7.86% Aug 27, 2018 - Apr 23, 2019 | -15.39% Nov 26, 2024 - Sep 11, 2025 |
| #5 | -5.81% Apr 29, 2019 - Jun 20, 2019 | -8.63% Jan 29, 2018 - Jun 8, 2018 |
| #6 | -5.64% Jul 31, 2023 - Nov 20, 2023 | -7.91% Sep 2, 2020 - Oct 13, 2020 |
| #7 | -4.09% Jul 16, 2024 - Aug 21, 2024 | -6.90% Oct 13, 2020 - Nov 16, 2020 |
| #8 | -4.00% Jun 8, 2020 - Jul 17, 2020 | -6.46% Sep 29, 2025 - May 8, 2026 |
| #9 | -3.98% Feb 25, 2026 - Apr 9, 2026 | -5.94% Nov 12, 2021 - Dec 27, 2021 |
| #10 | -3.85% Jan 4, 2022 - Mar 29, 2022 | -5.63% Mar 28, 2024 - Jul 16, 2024 |
| #11 | -2.71% Jul 29, 2019 - Oct 21, 2019 | -5.51% Jul 31, 2024 - Aug 16, 2024 |
| #12 | -2.14% Aug 30, 2024 - Sep 16, 2024 | -5.18% Jul 12, 2019 - Oct 28, 2019 |
| #13 | -1.88% Mar 28, 2024 - May 3, 2024 | -4.99% Feb 12, 2021 - Mar 11, 2021 |
| #14 | -1.88% Oct 12, 2020 - Nov 6, 2020 | -4.66% Sep 2, 2021 - Oct 22, 2021 |
| #15 | -1.83% Dec 11, 2024 - Jan 21, 2025 | -4.08% Jun 11, 2021 - Jul 29, 2021 |
Correlation
Correlation between UJUL and USMF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2017 - 2026)
UJUL vs USMF dividend yield comparison.
| Year | UJUL | USMF |
|---|---|---|
| 2026 | 0.00% | 0.67% |
| 2025 | 0.00% | 1.37% |
| 2024 | 0.00% | 1.22% |
| 2023 | 0.00% | 1.33% |
| 2022 | 0.00% | 1.74% |
| 2021 | 0.00% | 1.42% |
| 2020 | 0.00% | 1.34% |
| 2019 | 6.43% | 1.38% |
| 2018 | 0.00% | 1.45% |
| 2017 | 0.00% | 0.67% |
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