ZJAN vs DEFR

Comparison between Innovator Equity Defined Protection ETF 1 Yr January (ZJAN, ETF) and APTUS DEFERRED INCOME ETF (DEFR, ETF).

ZJAN vs DEFR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZJAN(ETF)	DEFR(ETF)
Net Assets	$115M	$116M
Expense Ratio	0.79%	0.79%
Max Drawdown	3.20%	3.90%
Sharpe Ratio	1.66	0.15
5Y Beta	0.15	0.20

Net Assets

ZJAN

$115M

Winner

DEFR

$116M

Expense Ratio

ZJAN

0.79%

DEFR

0.79%

Max Drawdown

Winner

ZJAN

3.20%

DEFR

3.90%

Sharpe Ratio

Winner

ZJAN

1.66

DEFR

0.15

5Y Beta

Winner

ZJAN

0.15

DEFR

0.20

ZJAN vs DEFR - Historical Returns

Returns include dividend reinvestment.

Period	ZJAN	DEFR
1 month	+0.41%	-0.64%
3 months	+1.69%	-2.33%
6 months	+2.53%	-0.94%
1 year	+7.30%	+4.71%
Max(CAGR)	+6.22%	+5.41%

Winner

ZJAN

+0.41%

DEFR

-0.64%

Winner

ZJAN

+1.69%

DEFR

-2.33%

Winner

ZJAN

+2.53%

DEFR

-0.94%

Winner

ZJAN

+7.30%

DEFR

+4.71%

Max(CAGR)

Winner

ZJAN

+6.22%

DEFR

+5.41%

ZJAN vs DEFR - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	ZJAN	DEFR
2026	+1.91%	-1.05%
2025	+6.79%	+6.86%

ZJAN vs DEFR Drawdown Comparison

The maximum drawdown for ZJAN was -3.20%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.

The maximum drawdown for DEFR was -3.90%, occurring on May 19, 2026. This drawdown has not yet recovered.

The current ZJAN drawdown is -0.29%. The current DEFR drawdown is -3.33%.

Rank	ZJAN	DEFR
#1	-3.20% Feb 19, 2025 - May 16, 2025	-3.90% Feb 27, 2026 - May 19, 2026
#2	-1.36% Feb 25, 2026 - Apr 13, 2026	-1.47% Oct 27, 2025 - Nov 26, 2025
#3	-0.62% Nov 12, 2025 - Nov 25, 2025	-1.33% Jun 30, 2025 - Jul 29, 2025
#4	-0.62% May 19, 2025 - Jun 2, 2025	-1.25% Nov 26, 2025 - Feb 9, 2026
#5	-0.52% Oct 9, 2025 - Oct 20, 2025	-0.96% Sep 22, 2025 - Sep 29, 2025
#6	-0.51% Jan 6, 2025 - Jan 17, 2025	-0.96% Aug 4, 2025 - Sep 2, 2025
#7	-0.44% Jan 12, 2026 - Jan 27, 2026	-0.88% May 15, 2025 - May 27, 2025
#8	-0.42% Jul 28, 2025 - Aug 6, 2025	-0.85% Jun 4, 2025 - Jun 9, 2025
#9	-0.36% Feb 10, 2026 - Feb 25, 2026	-0.72% Sep 29, 2025 - Oct 15, 2025
#10	-0.33% Jan 28, 2026 - Feb 10, 2026	-0.63% Jun 9, 2025 - Jun 16, 2025
#11	-0.29% Jun 2, 2026 - Jun 5, 2026	-0.57% Sep 11, 2025 - Sep 22, 2025
#12	-0.28% Jan 24, 2025 - Feb 13, 2025	-0.51% Jun 16, 2025 - Jun 23, 2025
#13	-0.26% Aug 28, 2025 - Sep 4, 2025	-0.46% May 27, 2025 - May 29, 2025
#14	-0.22% Jun 12, 2025 - Jun 23, 2025	-0.34% Sep 2, 2025 - Sep 4, 2025
#15	-0.20% Sep 22, 2025 - Oct 1, 2025	-0.26% Feb 17, 2026 - Feb 20, 2026