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ZALT vs EVSM

Comparison between Innovator U.S. Equity 10 Buffer ETF - Quarterly (ZALT, ETF) and EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF (EVSM, ETF).

ZALT vs EVSM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ZALT
$776M
Winner
EVSM
$781M
Expense Ratio
ZALT
0.69%
Winner
EVSM
0.19%
Max Drawdown
ZALT
8.19%
Winner
EVSM
2.12%
Sharpe Ratio
Winner
ZALT
1.33
EVSM
-0.93
5Y Beta
ZALT
0.36
Winner
EVSM
0.01

ZALT vs EVSM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ZALT
+1.58%
EVSM
+0.50%
3M
Winner
ZALT
+2.21%
EVSM
+0.73%
6M
Winner
ZALT
+4.67%
EVSM
+0.21%
1Y
Winner
ZALT
+9.22%
EVSM
+2.59%
Max(CAGR)
Winner
ZALT
+10.80%
EVSM
+3.36%

ZALT vs EVSM - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearZALTEVSM
2026+5.57%+1.32%
2025+9.19%+4.30%
2024+12.17%+2.52%
2023+3.95%N/A

ZALT vs EVSM Drawdown Comparison

The maximum drawdown for ZALT was -8.19%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The maximum drawdown for EVSM was -1.50%, occurring on Apr 11, 2025. Recovery took 40 trading sessions.

The current ZALT drawdown is -0.33%. The current EVSM drawdown is -0.11%.

RankZALTEVSM
#1-8.19%
Feb 20, 2025 - May 15, 2025
-1.50%
Apr 4, 2025 - Jun 3, 2025
#2-3.28%
Jul 16, 2024 - Aug 16, 2024
-1.07%
Feb 27, 2026 - Jun 5, 2026
#3-2.01%
Oct 16, 2023 - Nov 3, 2023
-0.81%
Oct 15, 2024 - Dec 4, 2024
#4-1.86%
Mar 28, 2024 - May 9, 2024
-0.68%
Dec 6, 2024 - Jan 27, 2025
#5-1.71%
Feb 25, 2026 - Apr 8, 2026
-0.62%
Jul 6, 2026 - Jul 24, 2026
#6-1.52%
Nov 11, 2025 - Nov 26, 2025
-0.54%
May 15, 2024 - Jun 13, 2024
#7-1.45%
Aug 30, 2024 - Sep 12, 2024
-0.52%
Apr 1, 2024 - May 7, 2024
#8-1.41%
Dec 26, 2024 - Jan 22, 2025
-0.49%
Feb 26, 2025 - Apr 4, 2025
#9-1.30%
Oct 8, 2025 - Oct 20, 2025
-0.42%
Jul 24, 2024 - Aug 1, 2024
#10-1.26%
Dec 16, 2024 - Dec 26, 2024
-0.38%
Feb 6, 2025 - Feb 25, 2025
#11-1.23%
Dec 11, 2025 - Dec 22, 2025
-0.36%
Jul 16, 2024 - Jul 24, 2024
#12-0.97%
Jul 10, 2026 - Aug 3, 2026
-0.34%
Aug 5, 2024 - Aug 23, 2024
#13-0.94%
Dec 26, 2025 - Jan 26, 2026
-0.34%
Sep 17, 2025 - Oct 13, 2025
#14-0.85%
Feb 2, 2026 - Feb 11, 2026
-0.26%
Oct 2, 2024 - Oct 15, 2024
#15-0.85%
Oct 22, 2024 - Nov 6, 2024
-0.26%
Nov 11, 2025 - Dec 11, 2025

Correlation

Correlation between ZALT and EVSM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

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