UMAY vs ERTH

Comparison between Innovator U.S. Equity Ultra Buffer ETF - May (UMAY, ETF) and INVESCO MSCI SUSTAINABLE FUTURE ETF (ERTH, ETF).

5-Year PerformanceUMAY has outperformed ERTH, delivering a return of +6.3% compared to -4.9%

UMAY vs ERTH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UMAY(ETF)	ERTH(ETF)
Net Assets	$152M	$152M
Expense Ratio	0.79%	0.66%
Max Drawdown	12.12%	64.45%
Sharpe Ratio	1.39	0.63
5Y Beta	0.49	0.87
5Y Dividends CAGR	N/A	23.87%

Net Assets

Winner

UMAY

$152M

ERTH

$152M

Expense Ratio

UMAY

0.79%

Winner

ERTH

0.66%

Max Drawdown

Winner

UMAY

12.12%

ERTH

64.45%

Sharpe Ratio

Winner

UMAY

1.39

ERTH

0.63

5Y Beta

Winner

UMAY

0.49

ERTH

0.87

5Y Dividends CAGR

UMAY

N/A

ERTH

23.87%

UMAY vs ERTH - Historical Returns

Returns include dividend reinvestment.

Period	UMAY	ERTH
1 month	+0.24%	-2.59%
3 months	+2.85%	+3.80%
6 months	+3.88%	+4.47%
1 year	+9.23%	+14.71%
5 years(CAGR)	+6.29%	-4.94%
10 years(CAGR)	N/A	+7.39%
Max(CAGR)	+6.65%	+5.01%

Winner

UMAY

+0.24%

ERTH

-2.59%

UMAY

+2.85%

Winner

ERTH

+3.80%

UMAY

+3.88%

Winner

ERTH

+4.47%

UMAY

+9.23%

Winner

ERTH

+14.71%

5Y(CAGR)

Winner

UMAY

+6.29%

ERTH

-4.94%

10Y(CAGR)

UMAY

N/A

ERTH

+7.39%

Max(CAGR)

Winner

UMAY

+6.65%

ERTH

+5.01%

UMAY vs ERTH - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	UMAY	ERTH
2026	+3.25%	+2.12%
2025	+8.79%	+17.91%
2024	+14.49%	-11.64%
2023	+12.76%	+0.74%
2022	-9.27%	-28.33%
2021	+5.51%	+2.37%
2020	+7.38%	+50.30%
2019	N/A	+36.44%
2018	N/A	-13.57%
2017	N/A	+29.61%
2016	N/A	+14.40%
2015	N/A	+2.69%
2014	N/A	-7.08%
2013	N/A	+35.26%
2012	N/A	+6.01%
2011	N/A	-18.81%
2010	N/A	+5.64%
2009	N/A	+30.84%
2008	N/A	-48.52%
2007	N/A	+43.32%
2006	N/A	+1.70%

UMAY vs ERTH Drawdown Comparison

The maximum drawdown for UMAY was -12.12%, occurring on Oct 11, 2022. Recovery took 424 trading sessions.

The maximum drawdown for ERTH was -64.45%, occurring on Nov 20, 2008. Recovery took 2306 trading sessions.

The current UMAY drawdown is -0.92%. The current ERTH drawdown is -30.15%.

Rank	UMAY	ERTH
#1	-12.12% Apr 4, 2022 - Dec 11, 2023	-64.45% Dec 26, 2007 - Feb 23, 2017
#2	-10.49% Feb 19, 2025 - May 16, 2025	-51.73% Nov 1, 2021 - Apr 8, 2025
#3	-4.02% Jan 4, 2022 - Mar 28, 2022	-36.65% Feb 20, 2020 - Jul 17, 2020
#4	-3.54% Jul 16, 2024 - Aug 19, 2024	-21.96% Jan 26, 2018 - Apr 18, 2019
#5	-2.47% Jun 8, 2020 - Jul 20, 2020	-16.53% Jan 7, 2021 - Oct 28, 2021
#6	-1.93% Aug 30, 2024 - Sep 16, 2024	-12.19% Jul 13, 2007 - Oct 1, 2007
#7	-1.72% Oct 12, 2020 - Nov 5, 2020	-10.41% Feb 26, 2007 - Apr 24, 2007
#8	-1.69% Jun 2, 2026 - Jun 10, 2026	-10.08% Jul 1, 2019 - Oct 28, 2019
#9	-1.49% Aug 27, 2021 - Oct 19, 2021	-8.40% Nov 8, 2007 - Dec 6, 2007
#10	-1.48% May 11, 2020 - May 18, 2020	-8.19% Sep 2, 2020 - Oct 5, 2020
#11	-1.48% Aug 26, 2020 - Oct 9, 2020	-8.11% Oct 16, 2020 - Nov 6, 2020
#12	-1.42% Nov 18, 2021 - Dec 23, 2021	-7.37% May 3, 2019 - Jun 27, 2019
#13	-1.39% May 7, 2021 - May 27, 2021	-6.38% Dec 6, 2006 - Feb 6, 2007
#14	-1.36% Feb 25, 2026 - Apr 2, 2026	-6.19% Dec 10, 2007 - Dec 24, 2007
#15	-1.20% Dec 16, 2024 - Dec 24, 2024	-4.92% Oct 31, 2017 - Jan 3, 2018

Correlation

Correlation between UMAY and ERTH is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

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