XBOC vs SYZ

Comparison between Innovator U.S. Equity Accelerated 9 Buffer ETF - October (XBOC, ETF) and LAZARD US SYSTEMATIC SMALL CAP EQUITY ETF (SYZ, ETF).

XBOC vs SYZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XBOC(ETF)	SYZ(ETF)
Net Assets	$65M	$65M
Expense Ratio	0.79%	0.61%
Max Drawdown	13.35%	8.00%
Sharpe Ratio	1.32	1.37
5Y Beta	0.55	1.05
P/E Ratio	N/A	43.85
Forward P/E	N/A	14.55
5Y EPS CAGR	N/A	16.14%
P/S Ratio	N/A	1.35
P/B Ratio	N/A	2.43

Net Assets

Winner

XBOC

$65M

SYZ

$65M

Expense Ratio

XBOC

0.79%

Winner

SYZ

0.61%

Max Drawdown

XBOC

13.35%

Winner

SYZ

8.00%

Sharpe Ratio

XBOC

1.32

Winner

SYZ

1.37

5Y Beta

Winner

XBOC

0.55

SYZ

1.05

P/E Ratio

XBOC

N/A

SYZ

43.85

Forward P/E

XBOC

N/A

SYZ

14.55

5Y EPS CAGR

XBOC

N/A

SYZ

16.14%

P/S Ratio

XBOC

N/A

SYZ

1.35

P/B Ratio

XBOC

N/A

SYZ

2.43

XBOC vs SYZ - Historical Returns

Returns include dividend reinvestment.

Period	XBOC	SYZ
1 month	+1.23%	+6.16%
3 months	+6.48%	+16.84%
6 months	+6.46%	+19.49%
1 year	+13.25%	N/A
5 years(CAGR)	+8.48%	N/A
Max(CAGR)	+8.48%	+29.59%

XBOC

+1.23%

Winner

SYZ

+6.16%

XBOC

+6.48%

Winner

SYZ

+16.84%

XBOC

+6.46%

Winner

SYZ

+19.49%

XBOC

+13.25%

SYZ

N/A

5Y(CAGR)

XBOC

+8.48%

SYZ

N/A

Max(CAGR)

XBOC

+8.48%

Winner

SYZ

+29.59%

XBOC vs SYZ - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	XBOC	SYZ
2026	+5.75%	+19.56%
2025	+11.22%	+0.89%
2024	+8.73%	N/A
2023	+20.05%	N/A
2022	-8.00%	N/A
2021	+3.76%	N/A

XBOC vs SYZ Drawdown Comparison

The maximum drawdown for XBOC was -13.35%, occurring on Oct 12, 2022. Recovery took 353 trading sessions.

The maximum drawdown for SYZ was -8.00%, occurring on Nov 20, 2025. Recovery took 58 trading sessions.

Rank	XBOC	SYZ
#1	-13.35% Jan 4, 2022 - Jun 1, 2023	-8.00% Sep 18, 2025 - Dec 10, 2025
#2	-12.53% Feb 19, 2025 - May 19, 2025	-7.57% Mar 2, 2026 - Apr 13, 2026
#3	-4.99% Feb 25, 2026 - Apr 13, 2026	-3.90% May 8, 2026 - May 26, 2026
#4	-3.16% Oct 16, 2023 - Nov 3, 2023	-2.84% Dec 11, 2025 - Jan 6, 2026
#5	-2.62% Oct 27, 2025 - Dec 2, 2025	-2.73% Jun 2, 2026 - Jun 11, 2026
#6	-2.16% Nov 8, 2021 - Dec 23, 2021	-2.59% Jan 22, 2026 - Feb 6, 2026
#7	-1.68% May 19, 2025 - Jun 3, 2025	-2.13% Feb 9, 2026 - Feb 26, 2026
#8	-1.62% Dec 6, 2024 - Jan 17, 2025	-1.52% Jan 15, 2026 - Jan 21, 2026
#9	-1.47% Jul 31, 2024 - Aug 13, 2024	-1.39% Apr 24, 2026 - Apr 30, 2026
#10	-1.45% Oct 6, 2025 - Oct 21, 2025	-0.84% May 6, 2026 - May 8, 2026
#11	-1.43% Oct 18, 2024 - Nov 6, 2024	-0.79% Feb 26, 2026 - Mar 2, 2026
#12	-1.35% Jan 27, 2026 - Feb 9, 2026	-0.73% Jan 6, 2026 - Jan 8, 2026
#13	-1.28% Sep 29, 2023 - Oct 6, 2023	-0.70% May 26, 2026 - Jun 2, 2026
#14	-1.25% Jan 12, 2026 - Jan 27, 2026	-0.66% Apr 20, 2026 - Apr 22, 2026
#15	-1.13% Jun 4, 2026 - Jun 15, 2026	-0.55% May 1, 2026 - May 5, 2026