UMAR vs ELFY

Comparison between Innovator U.S. Equity Ultra Buffer ETF - March (UMAR, ETF) and ALPS Electrification Infrastructure ETF (ELFY, ETF).

UMAR vs ELFY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UMAR(ETF)	ELFY(ETF)
Net Assets	$203M	$204M
Expense Ratio	0.79%	0.50%
Max Drawdown	11.08%	9.52%
Sharpe Ratio	1.51	1.14
5Y Beta	0.39	1.08
P/E Ratio	N/A	58.39
Forward P/E	N/A	21.06
5Y EPS CAGR	N/A	14.08%
Debt to Equity	N/A	89.29%
P/S Ratio	N/A	2.73
P/B Ratio	N/A	3.29

Net Assets

UMAR

$203M

Winner

ELFY

$204M

Expense Ratio

UMAR

0.79%

Winner

ELFY

0.50%

Max Drawdown

UMAR

11.08%

Winner

ELFY

9.52%

Sharpe Ratio

Winner

UMAR

1.51

ELFY

1.14

5Y Beta

Winner

UMAR

0.39

ELFY

1.08

P/E Ratio

UMAR

N/A

ELFY

58.39

Forward P/E

UMAR

N/A

ELFY

21.06

5Y EPS CAGR

UMAR

N/A

ELFY

14.08%

Debt to Equity

UMAR

N/A

ELFY

89.29%

P/S Ratio

UMAR

N/A

ELFY

2.73

P/B Ratio

UMAR

N/A

ELFY

3.29

UMAR vs ELFY - Historical Returns

Returns include dividend reinvestment.

Period	UMAR	ELFY
1 month	+0.55%	-8.16%
3 months	+3.24%	-0.35%
6 months	+5.65%	+10.57%
1 year	+11.80%	+28.90%
5 years(CAGR)	+7.79%	N/A
Max(CAGR)	+7.70%	+45.88%

Winner

UMAR

+0.55%

ELFY

-8.16%

Winner

UMAR

+3.24%

ELFY

-0.35%

UMAR

+5.65%

Winner

ELFY

+10.57%

UMAR

+11.80%

Winner

ELFY

+28.90%

5Y(CAGR)

UMAR

+7.79%

ELFY

N/A

Max(CAGR)

UMAR

+7.70%

Winner

ELFY

+45.88%

UMAR vs ELFY - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	UMAR	ELFY
2026	+6.11%	+16.32%
2025	+11.95%	+35.81%
2024	+12.99%	N/A
2023	+12.52%	N/A
2022	-5.42%	N/A
2021	+7.50%	N/A
2020	+5.16%	N/A

UMAR vs ELFY Drawdown Comparison

The maximum drawdown for UMAR was -11.08%, occurring on Mar 23, 2020. Recovery took 63 trading sessions.

The maximum drawdown for ELFY was -9.30%, occurring on Jul 20, 2026. This drawdown has not yet recovered.

The current UMAR drawdown is -0.20%. The current ELFY drawdown is -8.17%.

Rank	UMAR	ELFY
#1	-11.08% Mar 4, 2020 - Jun 3, 2020	-9.30% Jun 2, 2026 - Jul 20, 2026
#2	-8.72% Mar 29, 2022 - Jul 31, 2023	-8.37% Feb 25, 2026 - Apr 13, 2026
#3	-7.41% Feb 28, 2025 - May 15, 2025	-7.41% Oct 15, 2025 - Jan 15, 2026
#4	-4.29% Sep 14, 2023 - Nov 10, 2023	-5.46% May 6, 2026 - May 26, 2026
#5	-4.27% Jul 16, 2024 - Aug 19, 2024	-2.85% Apr 14, 2025 - Apr 22, 2025
#6	-3.61% Feb 27, 2026 - Apr 13, 2026	-2.84% Oct 8, 2025 - Oct 14, 2025
#7	-2.97% Mar 28, 2024 - May 14, 2024	-2.76% Aug 13, 2025 - Sep 11, 2025
#8	-2.44% Jun 5, 2020 - Jul 16, 2020	-2.59% Feb 3, 2026 - Feb 6, 2026
#9	-2.20% Aug 30, 2024 - Sep 16, 2024	-2.56% May 16, 2025 - May 27, 2025
#10	-2.07% Mar 2, 2022 - Mar 18, 2022	-2.37% Jun 18, 2025 - Jun 26, 2025
#11	-1.88% Sep 2, 2020 - Oct 12, 2020	-2.26% May 26, 2026 - Jun 2, 2026
#12	-1.86% Oct 12, 2020 - Nov 5, 2020	-2.20% Apr 27, 2026 - Apr 30, 2026
#13	-1.58% Jul 31, 2023 - Aug 31, 2023	-2.11% Jan 28, 2026 - Feb 3, 2026
#14	-1.51% Nov 11, 2025 - Nov 26, 2025	-1.89% Jul 14, 2025 - Jul 18, 2025
#15	-1.44% Jun 3, 2026 - Jul 6, 2026	-1.64% Sep 22, 2025 - Sep 30, 2025