XBJL vs BKF

Comparison between Innovator U.S. Equity Accelerated 9 Buffer ETF - July (XBJL, ETF) and ISHARES MSCI BIC ETF (BKF, ETF).

5-Year PerformanceXBJL has outperformed BKF, delivering a return of +9.2% compared to -3.1%

XBJL vs BKF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XBJL(ETF)	BKF(ETF)
Net Assets	$74M	$74M
Expense Ratio	0.79%	0.72%
Max Drawdown	11.78%	70.38%
Sharpe Ratio	1.22	-0.34
5Y Beta	0.54	0.61
5Y Dividends CAGR	N/A	5.99%

Net Assets

Winner

XBJL

$74M

BKF

$74M

Expense Ratio

XBJL

0.79%

Winner

BKF

0.72%

Max Drawdown

Winner

XBJL

11.78%

BKF

70.38%

Sharpe Ratio

Winner

XBJL

1.22

BKF

-0.34

5Y Beta

Winner

XBJL

0.54

BKF

0.61

5Y Dividends CAGR

XBJL

N/A

BKF

5.99%

XBJL vs BKF - Historical Returns

Returns include dividend reinvestment.

Period	XBJL	BKF
1 month	+0.37%	+0.36%
3 months	+2.20%	-6.21%
6 months	+4.44%	-9.56%
1 year	+10.22%	-3.43%
5 years(CAGR)	+9.21%	-3.09%
10 years(CAGR)	N/A	+4.30%
Max(CAGR)	+9.14%	+0.06%

Winner

XBJL

+0.37%

BKF

+0.36%

Winner

XBJL

+2.20%

BKF

-6.21%

Winner

XBJL

+4.44%

BKF

-9.56%

Winner

XBJL

+10.22%

BKF

-3.43%

5Y(CAGR)

Winner

XBJL

+9.21%

BKF

-3.09%

10Y(CAGR)

XBJL

N/A

BKF

+4.30%

Max(CAGR)

Winner

XBJL

+9.14%

BKF

+0.06%

XBJL vs BKF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	XBJL	BKF
2026	+4.80%	-10.47%
2025	+12.05%	+22.60%
2024	+11.93%	+10.72%
2023	+19.78%	-0.05%
2022	-5.18%	-22.07%
2021	+4.70%	-12.20%
2020	N/A	+13.55%
2019	N/A	+22.20%
2018	N/A	-16.34%
2017	N/A	+39.96%
2016	N/A	+14.49%
2015	N/A	-13.80%
2014	N/A	-1.59%
2013	N/A	-7.94%
2012	N/A	+11.08%
2011	N/A	-25.92%
2010	N/A	+5.60%
2009	N/A	+74.98%
2008	N/A	-56.80%
2007	N/A	+3.73%

XBJL vs BKF Drawdown Comparison

The maximum drawdown for XBJL was -11.78%, occurring on Jun 16, 2022. Recovery took 213 trading sessions.

The maximum drawdown for BKF was -70.29%, occurring on Nov 20, 2008. Recovery took 2552 trading sessions.

The current XBJL drawdown is -0.25%. The current BKF drawdown is -25.57%.

Rank	XBJL	BKF
#1	-11.78% Mar 29, 2022 - Feb 2, 2023	-70.29% Dec 6, 2007 - Jan 26, 2018
#2	-11.74% Feb 19, 2025 - May 12, 2025	-49.17% Feb 17, 2021 - Oct 24, 2022
#3	-5.35% Jan 3, 2022 - Mar 29, 2022	-33.31% Jan 26, 2018 - Oct 12, 2020
#4	-5.32% Jul 28, 2023 - Nov 14, 2023	-5.86% Nov 20, 2007 - Nov 28, 2007
#5	-5.00% Jul 16, 2024 - Aug 19, 2024	-5.08% Jan 25, 2021 - Feb 5, 2021
#6	-4.14% Feb 2, 2023 - Mar 31, 2023	-2.86% Dec 17, 2020 - Dec 30, 2020
#7	-3.30% Feb 25, 2026 - Apr 8, 2026	-2.85% Nov 27, 2020 - Dec 16, 2020
#8	-2.25% Nov 17, 2021 - Dec 23, 2021	-2.66% Oct 23, 2020 - Nov 4, 2020
#9	-2.21% Sep 2, 2021 - Oct 18, 2021	-2.54% Nov 9, 2020 - Nov 24, 2020
#10	-2.20% Aug 30, 2024 - Sep 16, 2024	-1.89% Jan 8, 2021 - Jan 14, 2021
#11	-1.84% Oct 28, 2025 - Nov 26, 2025	-1.68% Oct 12, 2020 - Oct 21, 2020
#12	-1.67% May 1, 2023 - May 15, 2023	-1.30% Jan 5, 2021 - Jan 8, 2021
#13	-1.60% Jul 12, 2021 - Jul 23, 2021	-1.21% Jan 14, 2021 - Jan 19, 2021
#14	-1.48% May 19, 2025 - Jun 3, 2025	-1.04% Jan 20, 2021 - Jan 25, 2021
#15	-1.31% Dec 13, 2024 - Dec 24, 2024	-0.68% Nov 24, 2020 - Nov 27, 2020