ZALT vs AVK
Comparison between Innovator U.S. Equity 10 Buffer ETF - Quarterly (ZALT, ETF) and Advent Convertible and Income Fund (AVK, ETF).
ZALT vs AVK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ZALT
$638M
AVK
$631M
Expense Ratio
ZALT
0.69%
AVK
N/A
Max Drawdown
Winner
ZALT
8.19%
AVK
72.63%
Sharpe Ratio
Winner
ZALT
1.26
AVK
0.74
5Y Beta
Winner
ZALT
0.37
AVK
0.69
5Y Dividends CAGR
ZALT
N/A
AVK
2.16%
ZALT vs AVK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ZALT
+0.50%
AVK
-1.12%
3M
ZALT
+2.04%
Winner
AVK
+4.78%
6M
ZALT
+3.92%
Winner
AVK
+5.43%
1Y
ZALT
+9.19%
Winner
AVK
+15.84%
5Y(CAGR)
ZALT
N/A
AVK
+5.46%
10Y(CAGR)
ZALT
N/A
AVK
+10.23%
Max(CAGR)
Winner
ZALT
+10.66%
AVK
+7.02%
ZALT vs AVK - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | ZALT | AVK |
|---|---|---|
| 2026 | +4.20% | +7.41% |
| 2025 | +9.19% | +19.95% |
| 2024 | +12.17% | +19.76% |
| 2023 | +3.95% | +16.15% |
| 2022 | N/A | -34.02% |
| 2021 | N/A | +31.87% |
| 2020 | N/A | +17.44% |
| 2019 | N/A | +33.44% |
| 2018 | N/A | -14.12% |
| 2017 | N/A | +17.14% |
| 2016 | N/A | +17.46% |
| 2015 | N/A | -11.00% |
| 2014 | N/A | -6.13% |
| 2013 | N/A | +21.73% |
| 2012 | N/A | +13.22% |
| 2011 | N/A | -12.06% |
| 2010 | N/A | +25.01% |
| 2009 | N/A | +45.72% |
| 2008 | N/A | -46.86% |
| 2007 | N/A | -9.22% |
| 2006 | N/A | +35.65% |
| 2005 | N/A | -6.96% |
| 2004 | N/A | +9.88% |
| 2003 | N/A | +11.70% |
ZALT vs AVK Drawdown Comparison
The maximum drawdown for ZALT was -8.19%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The maximum drawdown for AVK was -67.35%, occurring on Dec 15, 2008. Recovery took 920 trading sessions.
The current ZALT drawdown is -0.29%. The current AVK drawdown is -2.48%.
| Rank | ZALT | AVK |
|---|---|---|
| #1 | -8.19% Feb 20, 2025 - May 15, 2025 | -67.35% Jul 3, 2007 - Feb 25, 2011 |
| #2 | -3.28% Jul 16, 2024 - Aug 16, 2024 | -49.75% Feb 20, 2020 - Nov 16, 2020 |
| #3 | -2.01% Oct 16, 2023 - Nov 3, 2023 | -38.46% Dec 31, 2021 - Jun 26, 2025 |
| #4 | -1.86% Mar 28, 2024 - May 9, 2024 | -36.50% Aug 21, 2014 - May 1, 2017 |
| #5 | -1.71% Feb 25, 2026 - Apr 8, 2026 | -31.14% Mar 4, 2011 - Apr 26, 2013 |
| #6 | -1.52% Nov 11, 2025 - Nov 26, 2025 | -21.42% Oct 1, 2018 - Apr 8, 2019 |
| #7 | -1.45% Aug 30, 2024 - Sep 12, 2024 | -17.57% Apr 2, 2004 - Oct 7, 2004 |
| #8 | -1.41% Dec 26, 2024 - Jan 22, 2025 | -14.24% Jan 28, 2026 - Apr 20, 2026 |
| #9 | -1.30% Oct 8, 2025 - Oct 20, 2025 | -13.93% Jan 3, 2005 - Aug 3, 2005 |
| #10 | -1.26% Dec 16, 2024 - Dec 26, 2024 | -12.65% May 17, 2013 - Nov 29, 2013 |
| #11 | -1.23% Dec 11, 2025 - Dec 22, 2025 | -11.33% Sep 6, 2005 - Jan 25, 2006 |
| #12 | -0.94% Dec 26, 2025 - Jan 26, 2026 | -10.28% Nov 15, 2021 - Dec 23, 2021 |
| #13 | -0.85% Feb 2, 2026 - Feb 11, 2026 | -9.43% May 28, 2003 - Oct 6, 2003 |
| #14 | -0.85% Oct 22, 2024 - Nov 6, 2024 | -8.73% Jan 26, 2018 - Aug 9, 2018 |
| #15 | -0.77% Jul 29, 2025 - Aug 8, 2025 | -8.18% Jul 13, 2021 - Aug 9, 2021 |
Correlation
Correlation between ZALT and AVK is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
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