UMAR vs AFIX
Comparison between Innovator U.S. Equity Ultra Buffer ETF - March (UMAR, ETF) and ALLSPRING BROAD MARKET CORE BOND ETF (AFIX, ETF).
UMAR vs AFIX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UMAR
$211M
Winner
AFIX
$211M
Expense Ratio
UMAR
0.79%
Winner
AFIX
0.20%
Max Drawdown
UMAR
11.08%
Winner
AFIX
4.17%
Sharpe Ratio
Winner
UMAR
1.85
AFIX
0.27
5Y Beta
UMAR
0.40
Winner
AFIX
0.04
UMAR vs AFIX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UMAR
+0.55%
AFIX
-0.25%
3M
Winner
UMAR
+3.32%
AFIX
-1.17%
6M
Winner
UMAR
+5.53%
AFIX
+0.29%
1Y
Winner
UMAR
+13.66%
AFIX
+4.96%
5Y(CAGR)
UMAR
+7.62%
AFIX
N/A
Max(CAGR)
Winner
UMAR
+7.65%
AFIX
+3.79%
UMAR vs AFIX - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | UMAR | AFIX |
|---|---|---|
| 2026 | +4.78% | +0.10% |
| 2025 | +11.95% | +7.52% |
| 2024 | +12.99% | -1.67% |
| 2023 | +12.52% | N/A |
| 2022 | -5.42% | N/A |
| 2021 | +7.50% | N/A |
| 2020 | +5.16% | N/A |
UMAR vs AFIX Drawdown Comparison
The maximum drawdown for UMAR was -11.08%, occurring on Mar 23, 2020. Recovery took 63 trading sessions.
The maximum drawdown for AFIX was -3.33%, occurring on Jan 13, 2025. Recovery took 52 trading sessions.
The current UMAR drawdown is -0.92%. The current AFIX drawdown is -2.16%.
| Rank | UMAR | AFIX |
|---|---|---|
| #1 | -11.08% Mar 4, 2020 - Jun 3, 2020 | -3.33% Dec 6, 2024 - Feb 25, 2025 |
| #2 | -8.72% Mar 29, 2022 - Jul 31, 2023 | -3.10% Feb 27, 2026 - May 19, 2026 |
| #3 | -7.41% Feb 28, 2025 - May 15, 2025 | -2.81% Apr 4, 2025 - Jun 26, 2025 |
| #4 | -4.29% Sep 14, 2023 - Nov 10, 2023 | -1.08% Oct 28, 2025 - Nov 26, 2025 |
| #5 | -4.27% Jul 16, 2024 - Aug 19, 2024 | -1.07% Mar 3, 2025 - Apr 1, 2025 |
| #6 | -3.61% Feb 27, 2026 - Apr 13, 2026 | -0.96% Jun 30, 2025 - Jul 29, 2025 |
| #7 | -2.97% Mar 28, 2024 - May 14, 2024 | -0.89% Nov 26, 2025 - Jan 14, 2026 |
| #8 | -2.44% Jun 5, 2020 - Jul 16, 2020 | -0.71% Jan 14, 2026 - Feb 5, 2026 |
| #9 | -2.20% Aug 30, 2024 - Sep 16, 2024 | -0.69% Sep 15, 2025 - Oct 10, 2025 |
| #10 | -2.07% Mar 2, 2022 - Mar 18, 2022 | -0.58% Aug 13, 2025 - Aug 26, 2025 |
| #11 | -1.88% Sep 2, 2020 - Oct 12, 2020 | -0.36% Aug 6, 2025 - Aug 13, 2025 |
| #12 | -1.86% Oct 12, 2020 - Nov 5, 2020 | -0.34% Aug 28, 2025 - Sep 3, 2025 |
| #13 | -1.58% Jul 31, 2023 - Aug 31, 2023 | -0.30% Jun 26, 2025 - Jun 30, 2025 |
| #14 | -1.51% Nov 11, 2025 - Nov 26, 2025 | -0.27% Jul 29, 2025 - Aug 1, 2025 |
| #15 | -1.31% Mar 1, 2021 - Mar 11, 2021 | -0.24% Oct 22, 2025 - Oct 28, 2025 |
Correlation
Correlation between UMAR and AFIX is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
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