XJR vs EJUL

Comparison between ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF (XJR, ETF) and Innovator Emerging Markets Power Buffer ETF July (EJUL, ETF).

5-Year PerformanceXJR has outperformed EJUL, delivering a return of +6.2% compared to +3.1%

XJR vs EJUL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XJR(ETF)	EJUL(ETF)
Net Assets	$140M	$140M
Expense Ratio	0.12%	0.89%
Max Drawdown	27.89%	21.61%
Sharpe Ratio	1.39	1.48
5Y Beta	1.02	0.37
P/E Ratio	36.70	N/A
Forward P/E	15.68	N/A
5Y Dividends CAGR	1.21%	N/A
5Y EPS CAGR	9.91%	N/A
Debt to Equity	71.50%	N/A
P/S Ratio	1.15	N/A
P/B Ratio	2.07	N/A

Net Assets

Winner

XJR

$140M

EJUL

$140M

Expense Ratio

Winner

XJR

0.12%

EJUL

0.89%

Max Drawdown

XJR

27.89%

Winner

EJUL

21.61%

Sharpe Ratio

XJR

1.39

Winner

EJUL

1.48

5Y Beta

XJR

1.02

Winner

EJUL

0.37

P/E Ratio

XJR

36.70

EJUL

N/A

Forward P/E

XJR

15.68

EJUL

N/A

5Y Dividends CAGR

XJR

1.21%

EJUL

N/A

5Y EPS CAGR

XJR

9.91%

EJUL

N/A

Debt to Equity

XJR

71.50%

EJUL

N/A

P/S Ratio

XJR

1.15

EJUL

N/A

P/B Ratio

XJR

2.07

EJUL

N/A

XJR vs EJUL - Historical Returns

Returns include dividend reinvestment.

Period	XJR	EJUL
1 month	+8.05%	+0.63%
3 months	+18.04%	+3.46%
6 months	+16.56%	+6.59%
1 year	+33.17%	+15.23%
5 years(CAGR)	+6.17%	+3.07%
Max(CAGR)	+15.13%	+3.08%

Winner

XJR

+8.05%

EJUL

+0.63%

Winner

XJR

+18.04%

EJUL

+3.46%

Winner

XJR

+16.56%

EJUL

+6.59%

Winner

XJR

+33.17%

EJUL

+15.23%

5Y(CAGR)

Winner

XJR

+6.17%

EJUL

+3.07%

Max(CAGR)

Winner

XJR

+15.13%

EJUL

+3.08%

XJR vs EJUL - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	XJR	EJUL
2026	+18.59%	+4.41%
2025	+5.10%	+20.56%
2024	+10.38%	+5.50%
2023	+16.42%	+3.23%
2022	-18.05%	-11.23%
2021	+26.45%	-2.72%
2020	+35.61%	+0.47%
2019	N/A	+3.10%

XJR vs EJUL Drawdown Comparison

The maximum drawdown for XJR was -27.12%, occurring on Apr 8, 2025. Recovery took 280 trading sessions.

The maximum drawdown for EJUL was -21.61%, occurring on Oct 24, 2022. Recovery took 995 trading sessions.

The current XJR drawdown is -0.06%.

Rank	XJR	EJUL
#1	-27.12% Nov 25, 2024 - Jan 9, 2026	-21.61% Jun 23, 2021 - Jun 10, 2025
#2	-26.88% Nov 5, 2021 - Jul 16, 2024	-20.36% Jan 17, 2020 - Dec 10, 2020
#3	-9.76% Jun 8, 2021 - Nov 3, 2021	-4.88% Jul 2, 2019 - Oct 28, 2019
#4	-9.43% Feb 10, 2026 - Apr 14, 2026	-3.81% Feb 25, 2026 - Apr 13, 2026
#5	-9.34% Mar 12, 2021 - Jun 8, 2021	-2.31% Oct 6, 2025 - Oct 20, 2025
#6	-9.04% Jul 31, 2024 - Sep 19, 2024	-2.15% Jun 12, 2025 - Jun 24, 2025
#7	-6.34% Oct 23, 2020 - Nov 5, 2020	-1.92% Oct 27, 2025 - Dec 11, 2025
#8	-4.41% Nov 11, 2024 - Nov 25, 2024	-1.63% Nov 7, 2019 - Dec 12, 2019
#9	-4.33% May 6, 2026 - May 26, 2026	-1.48% Jul 23, 2025 - Aug 12, 2025
#10	-4.23% Feb 24, 2021 - Mar 8, 2021	-1.05% Dec 11, 2025 - Dec 22, 2025
#11	-3.65% Oct 16, 2024 - Nov 6, 2024	-0.96% Jan 2, 2020 - Jan 13, 2020
#12	-3.40% Jan 26, 2021 - Feb 4, 2021	-0.81% Aug 22, 2025 - Sep 8, 2025
#13	-3.28% Nov 24, 2020 - Dec 4, 2020	-0.74% Aug 13, 2025 - Aug 22, 2025
#14	-3.23% Sep 19, 2024 - Oct 16, 2024	-0.74% Jan 28, 2026 - Feb 6, 2026
#15	-2.74% Jan 22, 2026 - Feb 6, 2026	-0.71% Oct 28, 2019 - Nov 1, 2019