ZAUG vs BLUI
Comparison between Innovator Equity Defined Protection ETF - 1 Yr August (ZAUG, ETF) and BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF).
ZAUG vs BLUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ZAUG
$102M
Winner
BLUI
$102M
Expense Ratio
ZAUG
0.79%
Winner
BLUI
0.75%
Max Drawdown
ZAUG
4.83%
Winner
BLUI
3.20%
Sharpe Ratio
Winner
ZAUG
1.52
BLUI
1.03
5Y Beta
ZAUG
0.21
Winner
BLUI
0.18
ZAUG vs BLUI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ZAUG
+0.43%
BLUI
+0.27%
3M
Winner
ZAUG
+2.71%
BLUI
+1.97%
6M
ZAUG
+3.02%
Winner
BLUI
+4.10%
1Y
ZAUG
+7.52%
Winner
BLUI
+7.69%
Max(CAGR)
ZAUG
+7.45%
Winner
BLUI
+7.95%
ZAUG vs BLUI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | ZAUG | BLUI |
|---|---|---|
| 2026 | +2.77% | +3.66% |
| 2025 | +7.44% | +3.80% |
| 2024 | +3.62% | N/A |
ZAUG vs BLUI Drawdown Comparison
The maximum drawdown for ZAUG was -4.83%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.
The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.
The current ZAUG drawdown is -0.05%. The current BLUI drawdown is -0.04%.
| Rank | ZAUG | BLUI |
|---|---|---|
| #1 | -4.83% Feb 19, 2025 - May 15, 2025 | -2.43% Feb 27, 2026 - Apr 17, 2026 |
| #2 | -1.94% Jan 24, 2025 - Feb 6, 2025 | -1.19% Sep 15, 2025 - Oct 20, 2025 |
| #3 | -1.72% Feb 25, 2026 - Apr 9, 2026 | -0.90% Oct 27, 2025 - Nov 25, 2025 |
| #4 | -0.98% Aug 30, 2024 - Sep 13, 2024 | -0.71% Nov 28, 2025 - Jan 8, 2026 |
| #5 | -0.91% May 19, 2025 - Jun 3, 2025 | -0.68% May 6, 2026 - May 26, 2026 |
| #6 | -0.76% Oct 28, 2025 - Nov 28, 2025 | -0.65% Jul 2, 2025 - Jul 22, 2025 |
| #7 | -0.67% Dec 11, 2024 - Dec 26, 2024 | -0.51% May 26, 2026 - Jun 11, 2026 |
| #8 | -0.60% Dec 26, 2024 - Jan 15, 2025 | -0.51% Jan 16, 2026 - Feb 5, 2026 |
| #9 | -0.53% Oct 22, 2024 - Nov 6, 2024 | -0.50% Jun 24, 2025 - Jun 30, 2025 |
| #10 | -0.46% Aug 1, 2024 - Aug 9, 2024 | -0.47% Aug 4, 2025 - Aug 13, 2025 |
| #11 | -0.44% Sep 30, 2024 - Oct 11, 2024 | -0.42% Apr 20, 2026 - Apr 30, 2026 |
| #12 | -0.43% Jan 12, 2026 - Feb 9, 2026 | -0.39% Aug 13, 2025 - Aug 22, 2025 |
| #13 | -0.40% Oct 8, 2025 - Oct 20, 2025 | -0.39% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -0.39% Jun 12, 2025 - Jun 16, 2025 | -0.35% Jul 29, 2025 - Aug 4, 2025 |
| #15 | -0.38% Nov 8, 2024 - Nov 22, 2024 | -0.27% Apr 30, 2026 - May 6, 2026 |
Correlation
Correlation between ZAUG and BLUI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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