UMAY vs EFFI
Comparison between Innovator U.S. Equity Ultra Buffer ETF - May (UMAY, ETF) and HARBOR OSMOSIS INTERNATIONAL RESOURCE EFFICIENT ETF (EFFI, ETF).
UMAY vs EFFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UMAY
$144M
EFFI
$143M
Expense Ratio
UMAY
0.79%
Winner
EFFI
0.55%
Max Drawdown
Winner
UMAY
12.12%
EFFI
13.64%
Sharpe Ratio
Winner
UMAY
1.14
EFFI
0.97
5Y Beta
Winner
UMAY
0.49
EFFI
0.72
UMAY vs EFFI - Historical Returns
Returns include dividend reinvestment.
1M
UMAY
+0.54%
Winner
EFFI
+1.46%
3M
UMAY
+2.16%
Winner
EFFI
+4.61%
6M
UMAY
+3.89%
Winner
EFFI
+4.76%
1Y
UMAY
+8.32%
Winner
EFFI
+17.69%
5Y(CAGR)
UMAY
+6.31%
EFFI
N/A
Max(CAGR)
UMAY
+6.69%
Winner
EFFI
+22.04%
UMAY vs EFFI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | UMAY | EFFI |
|---|---|---|
| 2026 | +4.17% | +6.07% |
| 2025 | +8.79% | +33.64% |
| 2024 | +14.49% | -3.24% |
| 2023 | +12.76% | N/A |
| 2022 | -9.27% | N/A |
| 2021 | +5.51% | N/A |
| 2020 | +7.38% | N/A |
UMAY vs EFFI Drawdown Comparison
The maximum drawdown for UMAY was -12.12%, occurring on Oct 11, 2022. Recovery took 424 trading sessions.
The maximum drawdown for EFFI was -13.64%, occurring on Apr 8, 2025. Recovery took 36 trading sessions.
The current UMAY drawdown is -0.29%. The current EFFI drawdown is -0.68%.
| Rank | UMAY | EFFI |
|---|---|---|
| #1 | -12.12% Apr 4, 2022 - Dec 11, 2023 | -13.64% Mar 5, 2025 - Apr 25, 2025 |
| #2 | -10.49% Feb 19, 2025 - May 16, 2025 | -10.55% Feb 25, 2026 - May 27, 2026 |
| #3 | -4.02% Jan 4, 2022 - Mar 28, 2022 | -5.66% Nov 12, 2025 - Dec 11, 2025 |
| #4 | -3.54% Jul 16, 2024 - Aug 19, 2024 | -4.40% Jul 23, 2025 - Aug 13, 2025 |
| #5 | -2.47% Jun 8, 2020 - Jul 20, 2020 | -3.96% Dec 12, 2024 - Jan 21, 2025 |
| #6 | -1.93% Aug 30, 2024 - Sep 16, 2024 | -3.91% Oct 6, 2025 - Oct 28, 2025 |
| #7 | -1.72% Oct 12, 2020 - Nov 5, 2020 | -3.84% Jan 27, 2026 - Feb 25, 2026 |
| #8 | -1.69% Jun 2, 2026 - Jul 10, 2026 | -3.25% May 29, 2026 - Jul 2, 2026 |
| #9 | -1.49% Aug 27, 2021 - Oct 19, 2021 | -2.66% Sep 8, 2025 - Oct 3, 2025 |
| #10 | -1.48% May 11, 2020 - May 18, 2020 | -2.66% Jan 30, 2025 - Feb 11, 2025 |
| #11 | -1.48% Aug 26, 2020 - Oct 9, 2020 | -2.32% Jun 12, 2025 - Jun 26, 2025 |
| #12 | -1.42% Nov 18, 2021 - Dec 23, 2021 | -2.18% Jul 10, 2025 - Jul 23, 2025 |
| #13 | -1.39% May 7, 2021 - May 27, 2021 | -2.08% Jul 6, 2026 - Jul 8, 2026 |
| #14 | -1.36% Feb 25, 2026 - Apr 2, 2026 | -1.78% Aug 22, 2025 - Sep 8, 2025 |
| #15 | -1.20% Dec 16, 2024 - Dec 24, 2024 | -1.72% Jan 15, 2026 - Jan 22, 2026 |
Correlation
Correlation between UMAY and EFFI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
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