USEP vs SWP
Comparison between Innovator U.S. Equity Ultra Buffer ETF - September (USEP, ETF) and SWP GROWTH & INCOME ETF (SWP, ETF).
USEP vs SWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
USEP
$155M
SWP
$154M
Expense Ratio
Winner
USEP
0.79%
SWP
0.99%
Max Drawdown
Winner
USEP
13.37%
SWP
17.14%
Sharpe Ratio
Winner
USEP
1.66
SWP
1.32
5Y Beta
Winner
USEP
0.43
SWP
0.78
P/E Ratio
USEP
N/A
SWP
24.81
Forward P/E
USEP
N/A
SWP
20.19
PEG Ratio
USEP
N/A
SWP
0.76
5Y EPS CAGR
USEP
N/A
SWP
16.44%
P/S Ratio
USEP
N/A
SWP
2.54
P/B Ratio
USEP
N/A
SWP
4.97
USEP vs SWP - Historical Returns
Returns include dividend reinvestment.
1M
USEP
+0.64%
Winner
SWP
+0.93%
3M
USEP
+5.38%
Winner
SWP
+6.89%
6M
USEP
+5.00%
Winner
SWP
+5.87%
1Y
USEP
+13.59%
Winner
SWP
+20.40%
5Y(CAGR)
USEP
+7.94%
SWP
N/A
Max(CAGR)
USEP
+7.97%
Winner
SWP
+14.09%
USEP vs SWP - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | USEP | SWP |
|---|---|---|
| 2026 | +4.48% | +5.01% |
| 2025 | +11.84% | +16.94% |
| 2024 | +12.74% | +1.24% |
| 2023 | +19.03% | N/A |
| 2022 | -8.14% | N/A |
| 2021 | +6.46% | N/A |
| 2020 | +6.87% | N/A |
| 2019 | +3.60% | N/A |
USEP vs SWP Drawdown Comparison
The maximum drawdown for USEP was -13.37%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The maximum drawdown for SWP was -16.40%, occurring on Apr 8, 2025. Recovery took 96 trading sessions.
The current USEP drawdown is -0.33%. The current SWP drawdown is -1.76%.
| Rank | USEP | SWP |
|---|---|---|
| #1 | -13.37% Feb 12, 2020 - Jul 14, 2020 | -16.40% Feb 11, 2025 - Jul 1, 2025 |
| #2 | -11.84% Jan 4, 2022 - Jun 13, 2023 | -9.97% Feb 10, 2026 - Apr 17, 2026 |
| #3 | -9.72% Feb 19, 2025 - Jun 9, 2025 | -5.57% Nov 29, 2024 - Jan 23, 2025 |
| #4 | -4.64% Sep 1, 2023 - Nov 14, 2023 | -3.54% Nov 12, 2025 - Nov 26, 2025 |
| #5 | -4.03% Feb 25, 2026 - Apr 13, 2026 | -3.47% Sep 22, 2025 - Oct 24, 2025 |
| #6 | -3.12% Sep 2, 2020 - Nov 5, 2020 | -2.98% Oct 18, 2024 - Nov 6, 2024 |
| #7 | -2.43% Jul 31, 2023 - Aug 29, 2023 | -2.93% Dec 10, 2025 - Jan 5, 2026 |
| #8 | -2.21% Jul 31, 2024 - Aug 13, 2024 | -2.79% Jun 4, 2026 - Jun 10, 2026 |
| #9 | -2.17% Mar 28, 2024 - May 6, 2024 | -2.35% Jan 16, 2026 - Feb 6, 2026 |
| #10 | -2.05% Sep 2, 2021 - Oct 21, 2021 | -2.06% May 6, 2026 - May 22, 2026 |
| #11 | -2.02% Oct 27, 2025 - Dec 4, 2025 | -2.03% Jul 25, 2025 - Aug 13, 2025 |
| #12 | -1.85% Aug 28, 2024 - Sep 13, 2024 | -1.48% Apr 20, 2026 - May 6, 2026 |
| #13 | -1.54% Dec 11, 2024 - Jan 21, 2025 | -1.48% Nov 11, 2024 - Nov 21, 2024 |
| #14 | -1.39% Nov 8, 2021 - Dec 23, 2021 | -1.29% Aug 13, 2025 - Aug 22, 2025 |
| #15 | -1.34% Oct 8, 2025 - Oct 23, 2025 | -1.24% Sep 30, 2024 - Oct 9, 2024 |
Correlation
Correlation between USEP and SWP is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2019 - 2026)
USEP vs SWP dividend yield comparison.
| Year | USEP | SWP |
|---|---|---|
| 2026 | 0.00% | 2.21% |
| 2025 | 0.00% | 5.64% |
| 2024 | 0.00% | 0.44% |
| 2019 | 0.64% | 0.00% |
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