USA vs SFLR

Comparison between Liberty All-Star Equity Fund (USA, ETF) and Innovator Equity Managed Floor ETF (SFLR, ETF).

USA vs SFLR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USA(ETF)	SFLR(ETF)
Net Assets	$2B	$2B
Expense Ratio	N/A	0.89%
Max Drawdown	82.89%	12.21%
Sharpe Ratio	-0.60	1.28
5Y Beta	0.79	0.58
P/E Ratio	N/A	29.15
Forward P/E	N/A	21.93
5Y Dividends CAGR	5.01%	N/A
5Y EPS CAGR	N/A	25.86%
Debt to Equity	N/A	-6.29%
P/S Ratio	N/A	3.91
P/B Ratio	N/A	5.75

Net Assets

USA

$2B

SFLR

$2B

Expense Ratio

USA

N/A

SFLR

0.89%

Max Drawdown

USA

82.89%

Winner

SFLR

12.21%

Sharpe Ratio

USA

-0.60

Winner

SFLR

1.28

5Y Beta

USA

0.79

Winner

SFLR

0.58

P/E Ratio

USA

N/A

SFLR

29.15

Forward P/E

USA

N/A

SFLR

21.93

5Y Dividends CAGR

USA

5.01%

SFLR

N/A

5Y EPS CAGR

USA

N/A

SFLR

25.86%

Debt to Equity

USA

N/A

SFLR

-6.29%

P/S Ratio

USA

N/A

SFLR

3.91

P/B Ratio

USA

N/A

SFLR

5.75

USA vs SFLR - Historical Returns

Returns include dividend reinvestment.

Period	USA	SFLR
1 month	+2.44%	+2.40%
3 months	+5.48%	+7.13%
6 months	-0.34%	+6.17%
1 year	-2.46%	+17.92%
5 years(CAGR)	+1.87%	N/A
10 years(CAGR)	+12.46%	N/A
Max(CAGR)	+6.68%	+17.01%

Winner

USA

+2.44%

SFLR

+2.40%

USA

+5.48%

Winner

SFLR

+7.13%

USA

-0.34%

Winner

SFLR

+6.17%

USA

-2.46%

Winner

SFLR

+17.92%

5Y(CAGR)

USA

+1.87%

SFLR

N/A

10Y(CAGR)

USA

+12.46%

SFLR

N/A

Max(CAGR)

USA

+6.68%

Winner

SFLR

+17.01%

USA vs SFLR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USA	SFLR
2026	-1.29%	+5.18%
2025	-0.65%	+13.57%
2024	+22.04%	+20.43%
2023	+21.13%	+21.57%
2022	-25.15%	+1.38%
2021	+37.60%	N/A
2020	+11.48%	N/A
2019	+39.77%	N/A
2018	-4.91%	N/A
2017	+32.32%	N/A
2016	+8.93%	N/A
2015	-2.04%	N/A
2014	+9.24%	N/A
2013	+28.69%	N/A
2012	+18.32%	N/A
2011	-8.62%	N/A
2010	+19.75%	N/A
2009	+30.27%	N/A
2008	-43.42%	N/A
2007	-5.19%	N/A
2006	+10.28%	N/A
2005	-5.71%	N/A
2004	+10.37%	N/A
2003	+50.09%	N/A
2002	-35.15%	N/A
2001	-2.94%	N/A
2000	+17.03%	N/A
1999	-7.83%	N/A

USA vs SFLR Drawdown Comparison

The maximum drawdown for USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1522 trading sessions.

The maximum drawdown for SFLR was -12.13%, occurring on Apr 8, 2025. Recovery took 96 trading sessions.

The current USA drawdown is -6.61%. The current SFLR drawdown is -0.79%.

Rank	USA	SFLR
#1	-69.18% Jul 13, 2007 - Jul 30, 2013	-12.13% Feb 19, 2025 - Jul 9, 2025
#2	-50.47% May 21, 2001 - Mar 5, 2004	-7.44% Jul 31, 2023 - Dec 13, 2023
#3	-47.07% Feb 12, 2020 - Nov 17, 2020	-6.79% Jan 12, 2026 - May 6, 2026
#4	-33.98% Oct 11, 2021 - Jul 12, 2024	-6.07% Jul 16, 2024 - Sep 30, 2024
#5	-25.78% Sep 27, 2018 - Jun 18, 2019	-5.40% Dec 2, 2022 - Jan 31, 2023
#6	-21.83% May 14, 2015 - Dec 7, 2016	-5.29% Feb 15, 2023 - Apr 11, 2023
#7	-20.11% Nov 5, 1999 - Jun 16, 2000	-4.60% Mar 28, 2024 - May 15, 2024
#8	-18.49% Apr 5, 2004 - Feb 14, 2005	-3.96% Nov 3, 2025 - Dec 10, 2025
#9	-17.97% Aug 2, 2005 - Dec 20, 2006	-3.86% Jun 4, 2026 - Jun 10, 2026
#10	-17.69% Jan 28, 2025 - Apr 7, 2025	-3.39% Dec 6, 2024 - Feb 13, 2025
#11	-10.82% Jan 31, 2001 - May 1, 2001	-2.29% Dec 11, 2025 - Dec 24, 2025
#12	-10.47% Aug 27, 2014 - Nov 18, 2014	-2.20% Oct 8, 2025 - Oct 21, 2025
#13	-10.41% Apr 21, 2021 - Jun 1, 2021	-2.07% Oct 18, 2024 - Nov 6, 2024
#14	-10.03% Jan 26, 2018 - Jun 6, 2018	-1.90% Dec 28, 2023 - Jan 11, 2024
#15	-9.02% Feb 16, 2005 - Jul 26, 2005	-1.85% Jul 28, 2025 - Aug 8, 2025

Correlation

Correlation between USA and SFLR is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2000 - 2026)

USA vs SFLR dividend yield comparison.

Year	USA	SFLR
2026	5.62%	0.08%
2025	10.67%	0.33%
2024	10.22%	0.42%
2023	9.56%	1.16%
2022	12.11%	0.06%
2021	9.67%	0.00%
2020	9.13%	0.00%
2019	9.75%	0.00%
2018	12.64%	0.00%
2017	8.89%	0.00%
2016	9.30%	0.00%
2015	9.53%	0.00%
2014	6.52%	0.00%
2013	5.86%	0.00%
2012	6.71%	0.00%
2011	8.06%	0.00%
2010	6.29%	0.00%
2009	7.16%	0.00%
2008	18.57%	0.00%
2007	12.77%	0.00%
2006	10.62%	0.00%
2005	9.54%	0.00%
2004	9.31%	0.00%
2003	8.25%	0.00%
2002	13.25%	0.00%
2001	10.82%	0.00%
2000	5.90%	0.00%