XBJA vs SWZ
Comparison between Innovator U.S. Equity Accelerated 9 Buffer ETF - January (XBJA, ETF) and Swiss Helvetia Fund Inc (SWZ, ETF).
XBJA vs SWZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XBJA
$95M
Winner
SWZ
$95M
Expense Ratio
XBJA
0.79%
SWZ
N/A
Max Drawdown
Winner
XBJA
17.42%
SWZ
72.14%
Sharpe Ratio
Winner
XBJA
1.56
SWZ
-1.06
5Y Beta
XBJA
0.54
Winner
SWZ
0.28
5Y Dividends CAGR
XBJA
N/A
SWZ
66.09%
XBJA vs SWZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XBJA
+1.02%
SWZ
-3.30%
3M
Winner
XBJA
+4.55%
SWZ
-2.01%
6M
Winner
XBJA
+5.08%
SWZ
-3.93%
1Y
Winner
XBJA
+13.90%
SWZ
-7.13%
5Y(CAGR)
Winner
XBJA
+7.02%
SWZ
+3.57%
10Y(CAGR)
XBJA
N/A
SWZ
+7.23%
Max(CAGR)
Winner
XBJA
+7.02%
SWZ
+6.12%
XBJA vs SWZ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XBJA | SWZ |
|---|---|---|
| 2026 | +4.68% | -5.94% |
| 2025 | +11.20% | +22.64% |
| 2024 | +12.10% | -2.49% |
| 2023 | +17.41% | +15.03% |
| 2022 | -11.69% | -18.76% |
| 2021 | N/A | +15.92% |
| 2020 | N/A | +13.78% |
| 2019 | N/A | +24.36% |
| 2018 | N/A | -13.32% |
| 2017 | N/A | +26.16% |
| 2016 | N/A | +2.44% |
| 2015 | N/A | +0.94% |
| 2014 | N/A | -1.60% |
| 2013 | N/A | +33.00% |
| 2012 | N/A | +10.99% |
| 2011 | N/A | -17.58% |
| 2010 | N/A | +16.44% |
| 2009 | N/A | -0.48% |
| 2008 | N/A | -22.89% |
| 2007 | N/A | -4.95% |
| 2006 | N/A | +35.76% |
| 2005 | N/A | +15.17% |
| 2004 | N/A | +22.11% |
| 2003 | N/A | +40.59% |
| 2002 | N/A | -7.16% |
| 2001 | N/A | -22.10% |
| 2000 | N/A | +16.52% |
| 1999 | N/A | -3.09% |
XBJA vs SWZ Drawdown Comparison
The maximum drawdown for XBJA was -17.42%, occurring on Oct 12, 2022. Recovery took 388 trading sessions.
The maximum drawdown for SWZ was -57.73%, occurring on Mar 5, 2009. Recovery took 1677 trading sessions.
The current XBJA drawdown is -0.81%. The current SWZ drawdown is -8.72%.
| Rank | XBJA | SWZ |
|---|---|---|
| #1 | -17.42% Jan 3, 2022 - Jul 21, 2023 | -57.73% May 2, 2007 - Dec 27, 2013 |
| #2 | -12.57% Feb 20, 2025 - Jun 3, 2025 | -39.89% Jan 3, 2001 - Jan 8, 2004 |
| #3 | -5.33% Feb 25, 2026 - Apr 13, 2026 | -31.20% Feb 12, 2020 - Sep 15, 2020 |
| #4 | -3.40% Jul 16, 2024 - Aug 15, 2024 | -30.32% Jan 3, 2022 - Jul 22, 2024 |
| #5 | -3.21% Sep 14, 2023 - Nov 2, 2023 | -21.76% Sep 20, 2018 - Jan 8, 2020 |
| #6 | -2.11% Mar 28, 2024 - May 6, 2024 | -19.73% May 15, 2015 - Mar 15, 2017 |
| #7 | -1.49% Jan 27, 2026 - Feb 25, 2026 | -17.82% May 11, 2006 - Sep 5, 2006 |
| #8 | -1.38% Jan 6, 2025 - Jan 15, 2025 | -16.19% Jul 1, 2014 - May 8, 2015 |
| #9 | -1.29% Jan 12, 2026 - Jan 27, 2026 | -15.48% Sep 27, 2024 - Feb 13, 2025 |
| #10 | -1.20% Jul 31, 2023 - Aug 29, 2023 | -13.68% Dec 9, 1999 - Jun 21, 2000 |
| #11 | -1.13% Dec 29, 2023 - Jan 9, 2024 | -11.47% Feb 11, 2004 - Nov 4, 2004 |
| #12 | -1.11% Jul 29, 2025 - Aug 8, 2025 | -11.41% Jan 26, 2018 - Sep 17, 2018 |
| #13 | -1.01% Aug 30, 2024 - Sep 13, 2024 | -9.84% Jul 6, 2000 - Dec 27, 2000 |
| #14 | -0.92% Nov 11, 2025 - Nov 24, 2025 | -9.71% Feb 22, 2007 - Apr 16, 2007 |
| #15 | -0.82% Jan 23, 2025 - Feb 13, 2025 | -9.54% Sep 16, 2020 - Nov 19, 2020 |
Correlation
Correlation between XBJA and SWZ is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
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