UMAR vs SPWO
Comparison between Innovator U.S. Equity Ultra Buffer ETF - March (UMAR, ETF) and SP FUNDS S&P WORLD (EX-US) ETF (SPWO, ETF).
UMAR vs SPWO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UMAR
$203M
SPWO
$201M
Expense Ratio
UMAR
0.79%
Winner
SPWO
0.55%
Max Drawdown
Winner
UMAR
11.08%
SPWO
18.57%
Sharpe Ratio
Winner
UMAR
1.38
SPWO
1.16
5Y Beta
Winner
UMAR
0.39
SPWO
0.94
UMAR vs SPWO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UMAR
+0.53%
SPWO
-3.46%
3M
UMAR
+2.41%
Winner
SPWO
+5.05%
6M
UMAR
+4.97%
Winner
SPWO
+10.10%
1Y
UMAR
+10.88%
Winner
SPWO
+29.44%
5Y(CAGR)
UMAR
+7.63%
SPWO
N/A
Max(CAGR)
UMAR
+7.62%
Winner
SPWO
+22.36%
UMAR vs SPWO - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | UMAR | SPWO |
|---|---|---|
| 2026 | +5.61% | +15.96% |
| 2025 | +11.95% | +26.79% |
| 2024 | +12.99% | +10.96% |
| 2023 | +12.52% | +2.96% |
| 2022 | -5.42% | N/A |
| 2021 | +7.50% | N/A |
| 2020 | +5.16% | N/A |
UMAR vs SPWO Drawdown Comparison
The maximum drawdown for UMAR was -11.08%, occurring on Mar 23, 2020. Recovery took 63 trading sessions.
The maximum drawdown for SPWO was -18.02%, occurring on Apr 8, 2025. Recovery took 164 trading sessions.
The current UMAR drawdown is -0.67%. The current SPWO drawdown is -8.03%.
| Rank | UMAR | SPWO |
|---|---|---|
| #1 | -11.08% Mar 4, 2020 - Jun 3, 2020 | -18.02% Oct 7, 2024 - Jun 4, 2025 |
| #2 | -8.72% Mar 29, 2022 - Jul 31, 2023 | -13.75% Feb 25, 2026 - Apr 24, 2026 |
| #3 | -7.41% Feb 28, 2025 - May 15, 2025 | -9.89% Jul 12, 2024 - Sep 24, 2024 |
| #4 | -4.29% Sep 14, 2023 - Nov 10, 2023 | -9.48% Jun 22, 2026 - Jul 20, 2026 |
| #5 | -4.27% Jul 16, 2024 - Aug 19, 2024 | -7.16% Jun 2, 2026 - Jun 18, 2026 |
| #6 | -3.61% Feb 27, 2026 - Apr 13, 2026 | -6.75% Oct 6, 2025 - Jan 2, 2026 |
| #7 | -2.97% Mar 28, 2024 - May 14, 2024 | -6.32% Mar 7, 2024 - May 7, 2024 |
| #8 | -2.44% Jun 5, 2020 - Jul 16, 2020 | -4.78% Jul 23, 2025 - Sep 8, 2025 |
| #9 | -2.20% Aug 30, 2024 - Sep 16, 2024 | -4.24% May 11, 2026 - May 26, 2026 |
| #10 | -2.07% Mar 2, 2022 - Mar 18, 2022 | -4.00% Dec 29, 2023 - Feb 8, 2024 |
| #11 | -1.88% Sep 2, 2020 - Oct 12, 2020 | -3.83% Jun 12, 2025 - Jun 27, 2025 |
| #12 | -1.86% Oct 12, 2020 - Nov 5, 2020 | -3.39% Jan 27, 2026 - Feb 9, 2026 |
| #13 | -1.58% Jul 31, 2023 - Aug 31, 2023 | -3.17% May 22, 2024 - Jul 5, 2024 |
| #14 | -1.51% Nov 11, 2025 - Nov 26, 2025 | -2.23% Feb 9, 2024 - Feb 15, 2024 |
| #15 | -1.44% Jun 3, 2026 - Jul 6, 2026 | -2.09% Jan 15, 2026 - Jan 22, 2026 |
Correlation
Correlation between UMAR and SPWO is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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