ZJAN vs NBSM

Comparison between Innovator Equity Defined Protection ETF 1 Yr January (ZJAN, ETF) and NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF).

ZJAN vs NBSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZJAN(ETF)	NBSM(ETF)
Net Assets	$115M	$115M
Expense Ratio	0.79%	0.65%
Max Drawdown	3.20%	25.33%
Sharpe Ratio	1.05	0.57
5Y Beta	0.15	0.86
P/E Ratio	N/A	22.32
Forward P/E	N/A	18.20
PEG Ratio	N/A	0.20
5Y EPS CAGR	N/A	11.39%
Debt to Equity	N/A	62.41%
P/S Ratio	N/A	2.47
P/B Ratio	N/A	2.85

Net Assets

ZJAN

$115M

Winner

NBSM

$115M

Expense Ratio

ZJAN

0.79%

Winner

NBSM

0.65%

Max Drawdown

Winner

ZJAN

3.20%

NBSM

25.33%

Sharpe Ratio

Winner

ZJAN

1.05

NBSM

0.57

5Y Beta

Winner

ZJAN

0.15

NBSM

0.86

P/E Ratio

ZJAN

N/A

NBSM

22.32

Forward P/E

ZJAN

N/A

NBSM

18.20

PEG Ratio

ZJAN

N/A

NBSM

0.20

5Y EPS CAGR

ZJAN

N/A

NBSM

11.39%

Debt to Equity

ZJAN

N/A

NBSM

62.41%

P/S Ratio

ZJAN

N/A

NBSM

2.47

P/B Ratio

ZJAN

N/A

NBSM

2.85

ZJAN vs NBSM - Historical Returns

Returns include dividend reinvestment.

Period	ZJAN	NBSM
1 month	+0.84%	+4.28%
3 months	+1.27%	+8.53%
6 months	+2.83%	+8.41%
1 year	+6.07%	+12.44%
Max(CAGR)	+6.23%	+6.10%

ZJAN

+0.84%

Winner

NBSM

+4.28%

ZJAN

+1.27%

Winner

NBSM

+8.53%

ZJAN

+2.83%

Winner

NBSM

+8.41%

ZJAN

+6.07%

Winner

NBSM

+12.44%

Max(CAGR)

Winner

ZJAN

+6.23%

NBSM

+6.10%

ZJAN vs NBSM - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	ZJAN	NBSM
2026	+3.30%	+15.32%
2025	+6.79%	+0.40%
2024	N/A	-0.39%

ZJAN vs NBSM Drawdown Comparison

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

The maximum drawdown for NBSM was -25.16%, occurring on Apr 8, 2025. Recovery took 394 trading sessions.

The current ZJAN drawdown is -0.02%. The current NBSM drawdown is -0.83%.

Rank	ZJAN	NBSM
#1	-3.20% Feb 19, 2025 - May 16, 2025	-25.16% Nov 25, 2024 - Jun 25, 2026
#2	-1.36% Feb 25, 2026 - Apr 13, 2026	-7.23% Jul 16, 2024 - Oct 11, 2024
#3	-0.62% Nov 12, 2025 - Nov 25, 2025	-6.88% Mar 28, 2024 - May 7, 2024
#4	-0.62% May 19, 2025 - Jun 2, 2025	-6.12% May 15, 2024 - Jul 16, 2024
#5	-0.52% Oct 9, 2025 - Oct 20, 2025	-4.11% Oct 14, 2024 - Nov 6, 2024
#6	-0.51% Jan 6, 2025 - Jan 17, 2025	-3.68% Nov 11, 2024 - Nov 22, 2024
#7	-0.50% Jun 2, 2026 - Jun 15, 2026	-2.86% Jun 30, 2026 - Aug 3, 2026
#8	-0.44% Jan 12, 2026 - Jan 27, 2026	-1.33% Aug 4, 2026 - Aug 13, 2026
#9	-0.42% Jul 28, 2025 - Aug 6, 2025	-0.93% Aug 14, 2026 - Aug 18, 2026
#10	-0.36% Feb 10, 2026 - Feb 25, 2026	-0.82% Mar 21, 2024 - Mar 27, 2024
#11	-0.33% Jan 28, 2026 - Feb 10, 2026	-0.74% Jun 26, 2026 - Jun 30, 2026
#12	-0.28% Jan 24, 2025 - Feb 13, 2025	-0.45% May 7, 2024 - May 9, 2024
#13	-0.27% Jun 15, 2026 - Jul 1, 2026	-0.44% May 10, 2024 - May 14, 2024
#14	-0.27% Jul 15, 2026 - Jul 31, 2026	N/A
#15	-0.26% Aug 28, 2025 - Sep 4, 2025	N/A