XDSQ vs PCM

Comparison between Innovator U.S. Equity Accelerated ETF - Quarterly (XDSQ, ETF) and PCM Fund Inc (PCM, ETF).

5-Year PerformanceXDSQ has outperformed PCM, delivering a return of +9.7% compared to -3.7%

XDSQ vs PCM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XDSQ(ETF)	PCM(ETF)
Net Assets	$71M	$71M
Expense Ratio	0.79%	N/A
Max Drawdown	26.06%	73.17%
Sharpe Ratio	1.10	-0.09
5Y Beta	0.89	0.14
5Y Dividends CAGR	N/A	-1.05%

Net Assets

XDSQ

$71M

Winner

PCM

$71M

Expense Ratio

XDSQ

0.79%

PCM

N/A

Max Drawdown

Winner

XDSQ

26.06%

PCM

73.17%

Sharpe Ratio

Winner

XDSQ

1.10

PCM

-0.09

5Y Beta

XDSQ

0.89

Winner

PCM

0.14

5Y Dividends CAGR

XDSQ

N/A

PCM

-1.05%

XDSQ vs PCM - Historical Returns

Returns include dividend reinvestment.

Period	XDSQ	PCM
1 month	+1.05%	-3.35%
3 months	+1.73%	-3.62%
6 months	+3.33%	-2.96%
1 year	+16.01%	+1.73%
5 years(CAGR)	+9.74%	-3.75%
10 years(CAGR)	N/A	+5.21%
Max(CAGR)	+10.34%	+7.15%

Winner

XDSQ

+1.05%

PCM

-3.35%

Winner

XDSQ

+1.73%

PCM

-3.62%

Winner

XDSQ

+3.33%

PCM

-2.96%

Winner

XDSQ

+16.01%

PCM

+1.73%

5Y(CAGR)

Winner

XDSQ

+9.74%

PCM

-3.75%

10Y(CAGR)

XDSQ

N/A

PCM

+5.21%

Max(CAGR)

Winner

XDSQ

+10.34%

PCM

+7.15%

XDSQ vs PCM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XDSQ	PCM
2026	+2.42%	-2.86%
2025	+14.28%	-10.89%
2024	+24.06%	+10.50%
2023	+23.35%	+6.61%
2022	-17.12%	-19.89%
2021	+12.75%	+7.51%
2020	N/A	+3.70%
2019	N/A	+21.45%
2018	N/A	-5.50%
2017	N/A	+26.73%
2016	N/A	+25.57%
2015	N/A	-5.76%
2014	N/A	+0.98%
2013	N/A	+5.42%
2012	N/A	+22.62%
2011	N/A	+11.74%
2010	N/A	+51.88%
2009	N/A	+45.17%
2008	N/A	-32.91%
2007	N/A	-22.78%
2006	N/A	+11.03%
2005	N/A	+15.55%
2004	N/A	-0.64%
2003	N/A	+9.91%
2002	N/A	+11.96%
2001	N/A	+23.65%
2000	N/A	+9.82%
1999	N/A	-4.00%

XDSQ vs PCM Drawdown Comparison

The maximum drawdown for XDSQ was -26.06%, occurring on Oct 12, 2022. Recovery took 383 trading sessions.

The maximum drawdown for PCM was -64.85%, occurring on Mar 9, 2009. Recovery took 803 trading sessions.

The current XDSQ drawdown is -0.30%. The current PCM drawdown is -21.80%.

Rank	XDSQ	PCM
#1	-26.06% Jan 4, 2022 - Jul 17, 2023	-64.85% Feb 5, 2007 - Apr 14, 2010
#2	-19.15% Feb 19, 2025 - Jul 23, 2025	-47.67% Feb 21, 2020 - Jan 12, 2021
#3	-9.87% Sep 1, 2023 - Dec 8, 2023	-29.61% Aug 8, 2023 - Oct 27, 2023
#4	-9.60% Feb 25, 2026 - May 22, 2026	-28.19% Aug 12, 2021 - Aug 7, 2023
#5	-7.56% Jul 16, 2024 - Aug 19, 2024	-18.35% Apr 1, 2004 - Nov 3, 2004
#6	-5.43% Mar 28, 2024 - May 10, 2024	-17.91% Jul 1, 2014 - Jul 18, 2016
#7	-5.16% Sep 27, 2021 - Nov 3, 2021	-16.04% May 10, 2013 - Jun 10, 2014
#8	-4.31% Oct 27, 2025 - Nov 26, 2025	-14.96% Sep 16, 2002 - Jan 3, 2003
#9	-3.94% Aug 30, 2024 - Sep 13, 2024	-14.39% Aug 16, 2018 - Feb 28, 2019
#10	-3.90% Jul 31, 2023 - Sep 1, 2023	-13.54% Jul 5, 2011 - Nov 11, 2011
#11	-2.86% May 7, 2021 - May 24, 2021	-12.72% Nov 10, 2017 - May 2, 2018
#12	-2.62% Dec 26, 2024 - Jan 17, 2025	-9.36% Nov 9, 2010 - Nov 26, 2010
#13	-2.61% Oct 8, 2025 - Oct 21, 2025	-9.28% Jun 13, 2003 - Dec 3, 2003
#14	-2.61% Dec 11, 2025 - Dec 22, 2025	-8.92% Nov 12, 1999 - Jul 13, 2000
#15	-2.58% Jul 12, 2021 - Jul 23, 2021	-8.86% Oct 5, 2012 - Jan 3, 2013

Correlation

Correlation between XDSQ and PCM is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.33

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