XBJL vs SASS

Comparison between Innovator U.S. Equity Accelerated 9 Buffer ETF - July (XBJL, ETF) and M.D. SASS CONCENTRATED EQUITIES ETF (SASS, ETF).

XBJL vs SASS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XBJL(ETF)	SASS(ETF)
Net Assets	$74M	$74M
Expense Ratio	0.79%	0.75%
Max Drawdown	11.78%	9.61%
Sharpe Ratio	1.55	-1.15
5Y Beta	0.55	0.92
P/E Ratio	N/A	34.85
Forward P/E	N/A	21.26
PEG Ratio	N/A	0.44
5Y EPS CAGR	N/A	12.52%
Debt to Equity	N/A	49.63%
P/S Ratio	N/A	2.21
P/B Ratio	N/A	3.56

Net Assets

Winner

XBJL

$74M

SASS

$74M

Expense Ratio

XBJL

0.79%

Winner

SASS

0.75%

Max Drawdown

XBJL

11.78%

Winner

SASS

9.61%

Sharpe Ratio

Winner

XBJL

1.55

SASS

-1.15

5Y Beta

Winner

XBJL

0.55

SASS

0.92

P/E Ratio

XBJL

N/A

SASS

34.85

Forward P/E

XBJL

N/A

SASS

21.26

PEG Ratio

XBJL

N/A

SASS

0.44

5Y EPS CAGR

XBJL

N/A

SASS

12.52%

Debt to Equity

XBJL

N/A

SASS

49.63%

P/S Ratio

XBJL

N/A

SASS

2.21

P/B Ratio

XBJL

N/A

SASS

3.56

XBJL vs SASS - Historical Returns

Returns include dividend reinvestment.

Period	XBJL	SASS
1 month	+0.68%	-1.64%
3 months	+3.54%	-2.73%
6 months	+4.77%	N/A
1 year	+12.24%	N/A
5 years(CAGR)	+9.23%	N/A
Max(CAGR)	+9.23%	-16.04%

Winner

XBJL

+0.68%

SASS

-1.64%

Winner

XBJL

+3.54%

SASS

-2.73%

XBJL

+4.77%

SASS

N/A

XBJL

+12.24%

SASS

N/A

5Y(CAGR)

XBJL

+9.23%

SASS

N/A

Max(CAGR)

Winner

XBJL

+9.23%

SASS

-16.04%

XBJL vs SASS - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	XBJL	SASS
2026	+4.08%	-4.35%
2025	+12.05%	N/A
2024	+11.93%	N/A
2023	+19.78%	N/A
2022	-5.18%	N/A
2021	+4.70%	N/A

XBJL vs SASS Drawdown Comparison

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

The maximum drawdown for SASS was -9.61%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current XBJL drawdown is -0.13%. The current SASS drawdown is -4.35%.

Rank	XBJL	SASS
#1	-11.78% Mar 29, 2022 - Feb 2, 2023	-9.61% Mar 4, 2026 - Mar 27, 2026
#2	-11.74% Feb 19, 2025 - May 12, 2025	N/A
#3	-5.35% Jan 3, 2022 - Mar 29, 2022	N/A
#4	-5.32% Jul 28, 2023 - Nov 14, 2023	N/A
#5	-5.00% Jul 16, 2024 - Aug 19, 2024	N/A
#6	-4.14% Feb 2, 2023 - Mar 31, 2023	N/A
#7	-3.30% Feb 25, 2026 - Apr 8, 2026	N/A
#8	-2.25% Nov 17, 2021 - Dec 23, 2021	N/A
#9	-2.21% Sep 2, 2021 - Oct 18, 2021	N/A
#10	-2.20% Aug 30, 2024 - Sep 16, 2024	N/A
#11	-1.84% Oct 28, 2025 - Nov 26, 2025	N/A
#12	-1.67% May 1, 2023 - May 15, 2023	N/A
#13	-1.60% Jul 12, 2021 - Jul 23, 2021	N/A
#14	-1.48% May 19, 2025 - Jun 3, 2025	N/A
#15	-1.31% Dec 13, 2024 - Dec 24, 2024	N/A