XBJL vs PGZ

Comparison between Innovator U.S. Equity Accelerated 9 Buffer ETF - July (XBJL, ETF) and Principal Real Estate Income Fund (PGZ, ETF).

5-Year PerformanceXBJL has outperformed PGZ, delivering a return of +9.2% compared to +2.2%

XBJL vs PGZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XBJL(ETF)	PGZ(ETF)
Net Assets	$75M	$75M
Expense Ratio	0.79%	N/A
Max Drawdown	11.78%	61.11%
Sharpe Ratio	1.44	0.51
5Y Beta	0.55	0.31
5Y Dividends CAGR	N/A	2.23%

Net Assets

Winner

XBJL

$75M

PGZ

$75M

Expense Ratio

XBJL

0.79%

PGZ

N/A

Max Drawdown

Winner

XBJL

11.78%

PGZ

61.11%

Sharpe Ratio

Winner

XBJL

1.44

PGZ

0.51

5Y Beta

XBJL

0.55

Winner

PGZ

0.31

5Y Dividends CAGR

XBJL

N/A

PGZ

2.23%

XBJL vs PGZ - Historical Returns

Returns include dividend reinvestment.

Period	XBJL	PGZ
1 month	+0.60%	+2.04%
3 months	+4.70%	+4.99%
6 months	+5.02%	+7.52%
1 year	+11.56%	+8.38%
5 years(CAGR)	+9.24%	+2.15%
10 years(CAGR)	N/A	+4.07%
Max(CAGR)	+9.24%	+4.51%

XBJL

+0.60%

Winner

PGZ

+2.04%

XBJL

+4.70%

Winner

PGZ

+4.99%

XBJL

+5.02%

Winner

PGZ

+7.52%

Winner

XBJL

+11.56%

PGZ

+8.38%

5Y(CAGR)

Winner

XBJL

+9.24%

PGZ

+2.15%

10Y(CAGR)

XBJL

N/A

PGZ

+4.07%

Max(CAGR)

Winner

XBJL

+9.24%

PGZ

+4.51%

XBJL vs PGZ - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	XBJL	PGZ
2026	+4.27%	+6.81%
2025	+12.05%	+14.11%
2024	+11.93%	+17.42%
2023	+19.78%	+2.50%
2022	-5.18%	-28.14%
2021	+4.70%	+39.70%
2020	N/A	-36.20%
2019	N/A	+40.88%
2018	N/A	+3.84%
2017	N/A	+17.19%
2016	N/A	+6.97%
2015	N/A	-2.54%
2014	N/A	+18.84%
2013	N/A	-11.41%

XBJL vs PGZ Drawdown Comparison

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

The maximum drawdown for PGZ was -53.48%, occurring on Oct 30, 2020. This drawdown has not yet recovered.

The current PGZ drawdown is -8.97%.

Rank	XBJL	PGZ
#1	-11.78% Mar 29, 2022 - Feb 2, 2023	-53.48% Feb 18, 2020 - Oct 30, 2020
#2	-11.74% Feb 19, 2025 - May 12, 2025	-22.12% Jun 12, 2015 - Jun 10, 2016
#3	-5.35% Jan 3, 2022 - Mar 29, 2022	-15.75% Aug 24, 2018 - Mar 14, 2019
#4	-5.32% Jul 28, 2023 - Nov 14, 2023	-15.70% Jul 24, 2013 - Apr 28, 2014
#5	-5.00% Jul 16, 2024 - Aug 19, 2024	-12.40% Sep 7, 2016 - Mar 31, 2017
#6	-4.14% Feb 2, 2023 - Mar 31, 2023	-11.76% Sep 12, 2017 - Jul 3, 2018
#7	-3.30% Feb 25, 2026 - Apr 8, 2026	-5.22% Sep 8, 2014 - Nov 3, 2014
#8	-2.25% Nov 17, 2021 - Dec 23, 2021	-4.50% Jun 14, 2017 - Jul 17, 2017
#9	-2.21% Sep 2, 2021 - Oct 18, 2021	-4.46% Aug 7, 2019 - Aug 20, 2019
#10	-2.20% Aug 30, 2024 - Sep 16, 2024	-4.22% Jul 17, 2017 - Sep 6, 2017
#11	-1.84% Oct 28, 2025 - Nov 26, 2025	-4.20% Aug 23, 2019 - Sep 25, 2019
#12	-1.67% May 1, 2023 - May 15, 2023	-3.74% Oct 31, 2019 - Nov 29, 2019
#13	-1.60% Jul 12, 2021 - Jul 23, 2021	-3.66% Dec 17, 2019 - Jan 15, 2020
#14	-1.48% May 19, 2025 - Jun 3, 2025	-3.66% Jun 12, 2014 - Jul 14, 2014
#15	-1.31% Dec 13, 2024 - Dec 24, 2024	-3.61% Jun 17, 2016 - Sep 6, 2016