UMAR vs PSDM
Comparison between Innovator U.S. Equity Ultra Buffer ETF - March (UMAR, ETF) and PGIM SHORT DURATION MULTI-SECTOR BOND ETF (PSDM, ETF).
UMAR vs PSDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UMAR
$203M
Winner
PSDM
$204M
Expense Ratio
UMAR
0.79%
Winner
PSDM
0.40%
Max Drawdown
UMAR
11.08%
Winner
PSDM
1.97%
Sharpe Ratio
Winner
UMAR
1.51
PSDM
0.27
5Y Beta
UMAR
0.39
Winner
PSDM
0.01
UMAR vs PSDM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UMAR
+0.55%
PSDM
+0.25%
3M
Winner
UMAR
+3.24%
PSDM
+0.26%
6M
Winner
UMAR
+5.65%
PSDM
+1.28%
1Y
Winner
UMAR
+11.80%
PSDM
+4.24%
5Y(CAGR)
UMAR
+7.79%
PSDM
N/A
Max(CAGR)
Winner
UMAR
+7.70%
PSDM
+5.71%
UMAR vs PSDM - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | UMAR | PSDM |
|---|---|---|
| 2026 | +6.11% | +1.42% |
| 2025 | +11.95% | +6.19% |
| 2024 | +12.99% | +5.66% |
| 2023 | +12.52% | +3.95% |
| 2022 | -5.42% | N/A |
| 2021 | +7.50% | N/A |
| 2020 | +5.16% | N/A |
UMAR vs PSDM Drawdown Comparison
The maximum drawdown for UMAR was -11.08%, occurring on Mar 23, 2020. Recovery took 63 trading sessions.
The maximum drawdown for PSDM was -1.19%, occurring on Mar 20, 2026. Recovery took 28 trading sessions.
The current UMAR drawdown is -0.20%. The current PSDM drawdown is -0.24%.
| Rank | UMAR | PSDM |
|---|---|---|
| #1 | -11.08% Mar 4, 2020 - Jun 3, 2020 | -1.19% Feb 27, 2026 - Apr 9, 2026 |
| #2 | -8.72% Mar 29, 2022 - Jul 31, 2023 | -1.18% Apr 3, 2025 - Apr 30, 2025 |
| #3 | -7.41% Feb 28, 2025 - May 15, 2025 | -0.84% Sep 27, 2024 - Dec 4, 2024 |
| #4 | -4.29% Sep 14, 2023 - Nov 10, 2023 | -0.69% Feb 1, 2024 - Mar 7, 2024 |
| #5 | -4.27% Jul 16, 2024 - Aug 19, 2024 | -0.68% Mar 27, 2024 - May 3, 2024 |
| #6 | -3.61% Feb 27, 2026 - Apr 13, 2026 | -0.58% May 8, 2026 - May 28, 2026 |
| #7 | -2.97% Mar 28, 2024 - May 14, 2024 | -0.50% Sep 1, 2023 - Nov 1, 2023 |
| #8 | -2.44% Jun 5, 2020 - Jul 16, 2020 | -0.44% Aug 2, 2024 - Aug 19, 2024 |
| #9 | -2.20% Aug 30, 2024 - Sep 16, 2024 | -0.41% Dec 6, 2024 - Jan 15, 2025 |
| #10 | -2.07% Mar 2, 2022 - Mar 18, 2022 | -0.37% Apr 30, 2025 - May 19, 2025 |
| #11 | -1.88% Sep 2, 2020 - Oct 12, 2020 | -0.37% Mar 4, 2025 - Mar 28, 2025 |
| #12 | -1.86% Oct 12, 2020 - Nov 5, 2020 | -0.37% Sep 16, 2025 - Oct 14, 2025 |
| #13 | -1.58% Jul 31, 2023 - Aug 31, 2023 | -0.35% Dec 27, 2023 - Jan 11, 2024 |
| #14 | -1.51% Nov 11, 2025 - Nov 26, 2025 | -0.35% Jun 1, 2026 - Jun 15, 2026 |
| #15 | -1.44% Jun 3, 2026 - Jul 6, 2026 | -0.34% Apr 20, 2026 - May 8, 2026 |
Correlation
Correlation between UMAR and PSDM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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