XTOC vs JELM

Comparison between Innovator U.S. Equity Accelerated Plus ETF - October (XTOC, ETF) and JANUS HENDERSON EQUITY LINKED MODERATE INCOME ETF (JELM, ETF).

XTOC vs JELM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XTOC(ETF)	JELM(ETF)
Net Assets	$26M	$26M
Expense Ratio	0.79%	0.59%
Max Drawdown	24.09%	0.69%
Sharpe Ratio	1.06	0.91
5Y Beta	0.81	0.02

Net Assets

XTOC

$26M

Winner

JELM

$26M

Expense Ratio

XTOC

0.79%

Winner

JELM

0.59%

Max Drawdown

XTOC

24.09%

Winner

JELM

0.69%

Sharpe Ratio

Winner

XTOC

1.06

JELM

0.91

5Y Beta

XTOC

0.81

Winner

JELM

0.02

XTOC vs JELM - Historical Returns

Returns include dividend reinvestment.

Period	XTOC	JELM
1 month	+0.96%	+1.21%
3 months	+4.18%	+1.50%
6 months	+7.12%	N/A
1 year	+13.61%	N/A
5 years(CAGR)	+8.61%	N/A
Max(CAGR)	+8.61%	+6.97%

XTOC

+0.96%

Winner

JELM

+1.21%

Winner

XTOC

+4.18%

JELM

+1.50%

XTOC

+7.12%

JELM

N/A

XTOC

+13.61%

JELM

N/A

5Y(CAGR)

XTOC

+8.61%

JELM

N/A

Max(CAGR)

Winner

XTOC

+8.61%

JELM

+6.97%

XTOC vs JELM - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	XTOC	JELM
2026	+7.94%	+1.71%
2025	+14.01%	N/A
2024	+10.74%	N/A
2023	+25.66%	N/A
2022	-18.07%	N/A
2021	+6.18%	N/A

XTOC vs JELM Drawdown Comparison

The maximum drawdown for XTOC was -24.09%, occurring on Oct 14, 2022. Recovery took 474 trading sessions.

The maximum drawdown for JELM was -0.69%, occurring on Jun 9, 2026. Recovery took 21 trading sessions.

The current XTOC drawdown is -0.71%. The current JELM drawdown is -0.04%.

Rank	XTOC	JELM
#1	-24.09% Jan 4, 2022 - Nov 22, 2023	-0.69% May 29, 2026 - Jun 30, 2026
#2	-18.02% Feb 19, 2025 - Jun 6, 2025	-0.69% Apr 23, 2026 - May 1, 2026
#3	-7.41% Feb 25, 2026 - Apr 13, 2026	-0.40% Jun 30, 2026 - Jul 7, 2026
#4	-3.94% Oct 27, 2025 - Dec 4, 2025	-0.39% Jul 16, 2026 - Jul 20, 2026
#5	-3.08% Nov 18, 2021 - Dec 23, 2021	-0.36% Jul 7, 2026 - Jul 10, 2026
#6	-2.38% Dec 6, 2024 - Jan 21, 2025	-0.20% May 6, 2026 - May 12, 2026
#7	-2.18% Oct 6, 2025 - Oct 20, 2025	-0.18% Jul 10, 2026 - Jul 16, 2026
#8	-1.95% Jul 31, 2024 - Aug 13, 2024	-0.14% May 19, 2026 - May 26, 2026
#9	-1.89% Feb 2, 2026 - Feb 25, 2026	-0.10% May 1, 2026 - May 6, 2026
#10	-1.81% Jan 12, 2026 - Jan 27, 2026	-0.09% May 12, 2026 - May 14, 2026
#11	-1.79% Jun 4, 2026 - Jun 15, 2026	-0.06% May 14, 2026 - May 18, 2026
#12	-1.77% Oct 22, 2024 - Nov 6, 2024	-0.02% May 27, 2026 - May 29, 2026
#13	-1.51% Dec 11, 2025 - Dec 19, 2025	N/A
#14	-1.27% Nov 11, 2024 - Nov 25, 2024	N/A
#15	-1.22% Oct 1, 2021 - Oct 6, 2021	N/A