UMAR vs SHOC

Comparison between Innovator U.S. Equity Ultra Buffer ETF - March (UMAR, ETF) and STRIVE U.S. SEMICONDUCTOR ETF (SHOC, ETF).

UMAR vs SHOC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UMAR(ETF)	SHOC(ETF)
Net Assets	$211M	$211M
Expense Ratio	0.79%	0.40%
Max Drawdown	11.08%	37.69%
Sharpe Ratio	1.85	2.46
5Y Beta	0.40	1.92
P/E Ratio	N/A	61.87
Forward P/E	N/A	33.37
PEG Ratio	N/A	0.14
5Y EPS CAGR	N/A	40.60%
Debt to Equity	N/A	32.00%
P/S Ratio	N/A	15.40
P/B Ratio	N/A	12.63

Net Assets

UMAR

$211M

Winner

SHOC

$211M

Expense Ratio

UMAR

0.79%

Winner

SHOC

0.40%

Max Drawdown

Winner

UMAR

11.08%

SHOC

37.69%

Sharpe Ratio

UMAR

1.85

Winner

SHOC

2.46

5Y Beta

Winner

UMAR

0.40

SHOC

1.92

P/E Ratio

UMAR

N/A

SHOC

61.87

Forward P/E

UMAR

N/A

SHOC

33.37

PEG Ratio

UMAR

N/A

SHOC

0.14

5Y EPS CAGR

UMAR

N/A

SHOC

40.60%

Debt to Equity

UMAR

N/A

SHOC

32.00%

P/S Ratio

UMAR

N/A

SHOC

15.40

P/B Ratio

UMAR

N/A

SHOC

12.63

UMAR vs SHOC - Historical Returns

Returns include dividend reinvestment.

Period	UMAR	SHOC
1 month	+0.55%	+7.64%
3 months	+3.32%	+41.92%
6 months	+5.53%	+50.82%
1 year	+13.66%	+120.57%
5 years(CAGR)	+7.62%	N/A
Max(CAGR)	+7.65%	+49.11%

UMAR

+0.55%

Winner

SHOC

+7.64%

UMAR

+3.32%

Winner

SHOC

+41.92%

UMAR

+5.53%

Winner

SHOC

+50.82%

UMAR

+13.66%

Winner

SHOC

+120.57%

5Y(CAGR)

UMAR

+7.62%

SHOC

N/A

Max(CAGR)

UMAR

+7.65%

Winner

SHOC

+49.11%

UMAR vs SHOC - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	UMAR	SHOC
2026	+4.78%	+49.43%
2025	+11.95%	+48.59%
2024	+12.99%	+20.73%
2023	+12.52%	+63.87%
2022	-5.42%	-1.17%
2021	+7.50%	N/A
2020	+5.16%	N/A

UMAR vs SHOC Drawdown Comparison

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

The maximum drawdown for SHOC was -37.54%, occurring on Apr 4, 2025. Recovery took 250 trading sessions.

The current UMAR drawdown is -0.92%. The current SHOC drawdown is -11.03%.

Rank	UMAR	SHOC
#1	-11.08% Mar 4, 2020 - Jun 3, 2020	-37.54% Jul 10, 2024 - Jul 10, 2025
#2	-8.72% Mar 29, 2022 - Jul 31, 2023	-18.39% Aug 1, 2023 - Dec 12, 2023
#3	-7.41% Feb 28, 2025 - May 15, 2025	-17.56% Mar 7, 2024 - May 24, 2024
#4	-4.29% Sep 14, 2023 - Nov 10, 2023	-14.59% Feb 25, 2026 - Apr 8, 2026
#5	-4.27% Jul 16, 2024 - Aug 19, 2024	-13.51% Oct 6, 2022 - Nov 10, 2022
#6	-3.61% Feb 27, 2026 - Apr 13, 2026	-13.21% Nov 30, 2022 - Jan 23, 2023
#7	-2.97% Mar 28, 2024 - May 14, 2024	-12.39% Oct 29, 2025 - Dec 8, 2025
#8	-2.44% Jun 5, 2020 - Jul 16, 2020	-11.03% Jun 3, 2026 - Jun 5, 2026
#9	-2.20% Aug 30, 2024 - Sep 16, 2024	-10.57% Dec 10, 2025 - Jan 6, 2026
#10	-2.07% Mar 2, 2022 - Mar 18, 2022	-9.22% Mar 31, 2023 - May 25, 2023
#11	-1.88% Sep 2, 2020 - Oct 12, 2020	-8.79% Jan 29, 2026 - Feb 25, 2026
#12	-1.86% Oct 12, 2020 - Nov 5, 2020	-7.89% Feb 2, 2023 - Mar 23, 2023
#13	-1.58% Jul 31, 2023 - Aug 31, 2023	-7.13% Dec 27, 2023 - Jan 19, 2024
#14	-1.51% Nov 11, 2025 - Nov 26, 2025	-7.02% Jun 18, 2024 - Jul 10, 2024
#15	-1.31% Mar 1, 2021 - Mar 11, 2021	-6.42% May 14, 2026 - May 26, 2026