XTJA vs SMHB

Comparison between Innovator U.S. Equity Accelerated Plus ETF - January (XTJA, ETF) and UBS AG London Branch (SMHB, ETF).

5-Year PerformanceXTJA has outperformed SMHB, delivering a return of +7.6% compared to -18.9%

XTJA vs SMHB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XTJA(ETF)	SMHB(ETF)
Net Assets	$21M	$21M
Expense Ratio	0.79%	N/A
Max Drawdown	26.17%	92.37%
Sharpe Ratio	1.29	-0.09
5Y Beta	0.77	1.45

Net Assets

XTJA

$21M

SMHB

$21M

Expense Ratio

XTJA

0.79%

SMHB

N/A

Max Drawdown

Winner

XTJA

26.17%

SMHB

92.37%

Sharpe Ratio

Winner

XTJA

1.29

SMHB

-0.09

5Y Beta

Winner

XTJA

0.77

SMHB

1.45

XTJA vs SMHB - Historical Returns

Returns include dividend reinvestment.

Period	XTJA	SMHB
1 month	+2.37%	+2.40%
3 months	+3.29%	+9.49%
6 months	+10.04%	+7.83%
1 year	+15.01%	-9.34%
5 years(CAGR)	+7.65%	-18.94%
Max(CAGR)	+7.65%	-20.26%

XTJA

+2.37%

Winner

SMHB

+2.40%

XTJA

+3.29%

Winner

SMHB

+9.49%

Winner

XTJA

+10.04%

SMHB

+7.83%

Winner

XTJA

+15.01%

SMHB

-9.34%

5Y(CAGR)

Winner

XTJA

+7.65%

SMHB

-18.94%

Max(CAGR)

Winner

XTJA

+7.65%

SMHB

-20.26%

XTJA vs SMHB - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	XTJA	SMHB
2026	+10.72%	+6.32%
2025	+14.20%	-24.71%
2024	+15.46%	-30.27%
2023	+22.51%	+10.28%
2022	-20.72%	-47.80%
2021	N/A	+51.51%
2020	N/A	-51.72%
2019	N/A	-10.10%
2018	N/A	-25.34%

XTJA vs SMHB Drawdown Comparison

The maximum drawdown for XTJA was -26.17%, occurring on Oct 12, 2022. Recovery took 523 trading sessions.

The maximum drawdown for SMHB was -92.37%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current XTJA drawdown is -0.01%. The current SMHB drawdown is -82.85%.

Rank	XTJA	SMHB
#1	-26.17% Jan 3, 2022 - Feb 2, 2024	-92.37% Nov 14, 2018 - Mar 18, 2020
#2	-17.94% Feb 19, 2025 - Jun 10, 2025	N/A
#3	-7.62% Jan 28, 2026 - Apr 13, 2026	N/A
#4	-4.34% Jul 16, 2024 - Aug 15, 2024	N/A
#5	-2.85% Mar 28, 2024 - May 6, 2024	N/A
#6	-1.98% Jun 2, 2026 - Jun 15, 2026	N/A
#7	-1.85% Jan 12, 2026 - Jan 27, 2026	N/A
#8	-1.82% Jan 6, 2025 - Jan 17, 2025	N/A
#9	-1.48% Nov 12, 2025 - Nov 25, 2025	N/A
#10	-1.45% Aug 30, 2024 - Sep 13, 2024	N/A
#11	-1.33% Oct 9, 2025 - Oct 20, 2025	N/A
#12	-1.31% Jul 15, 2026 - Jul 31, 2026	N/A
#13	-1.28% Jul 25, 2025 - Aug 8, 2025	N/A
#14	-1.03% Jun 15, 2026 - Jun 30, 2026	N/A
#15	-1.01% Jan 24, 2025 - Feb 6, 2025	N/A

Correlation

Correlation between XTJA and SMHB is -0.68 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.68

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