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ZALT vs HFRO

Comparison between Innovator U.S. Equity 10 Buffer ETF - Quarterly (ZALT, ETF) and Highland Opportunities and Income Fund (HFRO, ETF).

ZALT vs HFRO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
ZALT
$632M
HFRO
$632M
Expense Ratio
ZALT
0.69%
HFRO
N/A
Max Drawdown
Winner
ZALT
8.19%
HFRO
72.48%
Sharpe Ratio
ZALT
1.49
Winner
HFRO
1.58
5Y Beta
Winner
ZALT
0.38
HFRO
0.64
5Y Dividends CAGR
ZALT
N/A
HFRO
-11.54%

ZALT vs HFRO - Historical Returns

Returns include dividend reinvestment.

1M
ZALT
+0.79%
Winner
HFRO
+10.15%
3M
ZALT
+2.80%
Winner
HFRO
+13.45%
6M
ZALT
+3.78%
Winner
HFRO
+14.26%
1Y
ZALT
+10.26%
Winner
HFRO
+40.24%
5Y(CAGR)
ZALT
N/A
HFRO
-3.00%
10Y(CAGR)
ZALT
N/A
HFRO
-1.54%
Max(CAGR)
Winner
ZALT
+10.89%
HFRO
-1.54%

ZALT vs HFRO - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearZALTHFRO
2026+3.47%+15.04%
2025+9.19%+22.68%
2024+12.17%-29.13%
2023+3.95%-16.57%
2022N/A+0.78%
2021N/A+14.90%
2020N/A-8.01%
2019N/A+2.92%
2018N/A-12.60%
2017N/A+1.01%

ZALT vs HFRO Drawdown Comparison

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

The maximum drawdown for HFRO was -52.76%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current ZALT drawdown is -0.12%. The current HFRO drawdown is -22.35%.

RankZALTHFRO
#1-8.19%
Feb 20, 2025 - May 15, 2025
-52.76%
Aug 17, 2022 - Apr 8, 2025
#2-3.28%
Jul 16, 2024 - Aug 16, 2024
-49.42%
Jul 24, 2018 - Mar 29, 2022
#3-2.01%
Oct 16, 2023 - Nov 3, 2023
-9.70%
May 6, 2022 - Aug 15, 2022
#4-1.86%
Mar 28, 2024 - May 9, 2024
-3.99%
Nov 7, 2017 - Dec 22, 2017
#5-1.71%
Feb 25, 2026 - Apr 8, 2026
-2.92%
Jan 31, 2018 - Feb 21, 2018
#6-1.52%
Nov 11, 2025 - Nov 26, 2025
-2.88%
Feb 23, 2018 - Jul 11, 2018
#7-1.45%
Aug 30, 2024 - Sep 12, 2024
-2.01%
Mar 31, 2022 - May 2, 2022
#8-1.41%
Dec 26, 2024 - Jan 22, 2025
-0.96%
Dec 22, 2017 - Jan 4, 2018
#9-1.30%
Oct 8, 2025 - Oct 20, 2025
-0.96%
Jan 9, 2018 - Jan 22, 2018
#10-1.26%
Dec 16, 2024 - Dec 26, 2024
-0.94%
Jul 16, 2018 - Jul 24, 2018
#11-1.23%
Dec 11, 2025 - Dec 22, 2025
-0.76%
Mar 29, 2022 - Mar 31, 2022
#12-0.94%
Dec 26, 2025 - Jan 26, 2026
-0.71%
Jan 4, 2018 - Jan 9, 2018
#13-0.85%
Feb 2, 2026 - Feb 11, 2026
-0.67%
May 4, 2022 - May 6, 2022
#14-0.85%
Oct 22, 2024 - Nov 6, 2024
-0.51%
Jan 22, 2018 - Jan 29, 2018
#15-0.77%
Jul 29, 2025 - Aug 8, 2025
-0.31%
Feb 21, 2018 - Feb 23, 2018

Correlation

Correlation between ZALT and HFRO is 0.19 which considered as a very weak or no correlation - the stocks move independently of each other.

0.19
-101

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