XBAP vs UDIV

Comparison between Innovator U.S. Equity Accelerated 9 Buffer ETF - April (XBAP, ETF) and FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF (UDIV, ETF).

5-Year PerformanceUDIV has outperformed XBAP, delivering a return of +13.7% compared to +9.6%

XBAP vs UDIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XBAP(ETF)	UDIV(ETF)
Net Assets	$134M	$134M
Expense Ratio	0.79%	0.06%
Max Drawdown	14.57%	35.46%
Sharpe Ratio	2.79	1.88
5Y Beta	0.45	0.97
P/E Ratio	N/A	27.66
Forward P/E	N/A	20.59
PEG Ratio	N/A	0.24
5Y Dividends CAGR	N/A	2.35%
5Y EPS CAGR	N/A	27.06%
Debt to Equity	N/A	18.33%
P/S Ratio	N/A	3.70
P/B Ratio	N/A	5.10

Net Assets

XBAP

$134M

UDIV

$134M

Expense Ratio

XBAP

0.79%

Winner

UDIV

0.06%

Max Drawdown

Winner

XBAP

14.57%

UDIV

35.46%

Sharpe Ratio

Winner

XBAP

2.79

UDIV

1.88

5Y Beta

Winner

XBAP

0.45

UDIV

0.97

P/E Ratio

XBAP

N/A

UDIV

27.66

Forward P/E

XBAP

N/A

UDIV

20.59

PEG Ratio

XBAP

N/A

UDIV

0.24

5Y Dividends CAGR

XBAP

N/A

UDIV

2.35%

5Y EPS CAGR

XBAP

N/A

UDIV

27.06%

Debt to Equity

XBAP

N/A

UDIV

18.33%

P/S Ratio

XBAP

N/A

UDIV

3.70

P/B Ratio

XBAP

N/A

UDIV

5.10

XBAP vs UDIV - Historical Returns

Returns include dividend reinvestment.

Period	XBAP	UDIV
1 month	+0.65%	+1.58%
3 months	+6.83%	+14.15%
6 months	+8.46%	+13.54%
1 year	+14.46%	+29.45%
5 years(CAGR)	+9.63%	+13.71%
10 years(CAGR)	N/A	+12.05%
Max(CAGR)	+9.87%	+11.83%

XBAP

+0.65%

Winner

UDIV

+1.58%

XBAP

+6.83%

Winner

UDIV

+14.15%

XBAP

+8.46%

Winner

UDIV

+13.54%

XBAP

+14.46%

Winner

UDIV

+29.45%

5Y(CAGR)

XBAP

+9.63%

Winner

UDIV

+13.71%

10Y(CAGR)

XBAP

N/A

UDIV

+12.05%

Max(CAGR)

XBAP

+9.87%

Winner

UDIV

+11.83%

XBAP vs UDIV - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	XBAP	UDIV
2026	+7.73%	+13.10%
2025	+13.40%	+19.12%
2024	+11.71%	+26.15%
2023	+20.79%	+25.55%
2022	-7.76%	-15.10%
2021	+7.48%	+20.42%
2020	N/A	+4.76%
2019	N/A	+24.49%
2018	N/A	-8.74%
2017	N/A	+16.84%
2016	N/A	+0.96%

XBAP vs UDIV Drawdown Comparison

The maximum drawdown for XBAP was -14.57%, occurring on Oct 12, 2022. Recovery took 268 trading sessions.

The maximum drawdown for UDIV was -35.20%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.

The current XBAP drawdown is -0.56%. The current UDIV drawdown is -2.20%.

Rank	XBAP	UDIV
#1	-14.57% Apr 4, 2022 - Apr 28, 2023	-35.20% Jan 17, 2020 - Nov 16, 2020
#2	-8.25% Apr 2, 2025 - May 12, 2025	-23.18% Jan 12, 2022 - Dec 8, 2023
#3	-4.59% Jul 16, 2024 - Aug 19, 2024	-19.19% Feb 19, 2025 - Jun 24, 2025
#4	-4.22% Sep 14, 2023 - Nov 8, 2023	-16.10% Jan 26, 2018 - Jun 20, 2019
#5	-3.22% Feb 19, 2025 - Mar 24, 2025	-8.44% Feb 9, 2026 - Apr 14, 2026
#6	-3.20% Apr 1, 2024 - May 9, 2024	-8.16% Jul 16, 2024 - Aug 30, 2024
#7	-2.54% Jan 11, 2022 - Mar 18, 2022	-6.47% Jul 24, 2019 - Oct 15, 2019
#8	-2.34% May 7, 2021 - May 28, 2021	-6.26% Aug 11, 2016 - Feb 3, 2017
#9	-2.14% Aug 30, 2024 - Sep 19, 2024	-5.53% Mar 28, 2024 - May 14, 2024
#10	-1.76% Jul 28, 2023 - Aug 30, 2023	-5.52% Jun 23, 2016 - Jul 15, 2016
#11	-1.54% Nov 16, 2021 - Dec 8, 2021	-5.33% Oct 28, 2025 - Dec 10, 2025
#12	-1.47% Apr 28, 2023 - May 17, 2023	-5.29% Nov 16, 2021 - Dec 23, 2021
#13	-1.45% Sep 3, 2021 - Oct 15, 2021	-4.71% Sep 3, 2021 - Nov 3, 2021
#14	-1.45% Jul 2, 2021 - Jul 23, 2021	-4.48% Jun 2, 2026 - Jun 10, 2026
#15	-1.42% May 19, 2025 - Jun 2, 2025	-4.43% Jun 8, 2016 - Jun 23, 2016