ZJUL vs EFFE
Comparison between Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL, ETF) and HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF (EFFE, ETF).
ZJUL vs EFFE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ZJUL
$131M
EFFE
$130M
Expense Ratio
ZJUL
0.79%
Winner
EFFE
0.69%
Max Drawdown
Winner
ZJUL
5.51%
EFFE
33.56%
Sharpe Ratio
Winner
ZJUL
1.32
EFFE
1.21
5Y Beta
Winner
ZJUL
0.24
EFFE
0.75
ZJUL vs EFFE - Historical Returns
Returns include dividend reinvestment.
1M
ZJUL
+0.52%
Winner
EFFE
+5.21%
3M
ZJUL
+1.98%
Winner
EFFE
+15.75%
6M
ZJUL
+2.90%
Winner
EFFE
+15.74%
1Y
ZJUL
+7.50%
Winner
EFFE
+30.43%
5Y(CAGR)
ZJUL
N/A
EFFE
+1.48%
10Y(CAGR)
ZJUL
N/A
EFFE
+2.70%
Max(CAGR)
Winner
ZJUL
+7.33%
EFFE
+2.23%
ZJUL vs EFFE - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | ZJUL | EFFE |
|---|---|---|
| 2026 | +2.49% | +15.85% |
| 2025 | +7.53% | +22.70% |
| 2024 | +4.02% | -0.84% |
| 2019 | N/A | +5.04% |
| 2018 | N/A | -4.76% |
| 2017 | N/A | +14.12% |
| 2016 | N/A | +11.36% |
| 2015 | N/A | -9.58% |
| 2014 | N/A | +4.43% |
ZJUL vs EFFE Drawdown Comparison
The maximum drawdown for ZJUL was -5.51%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.
The maximum drawdown for EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 703 trading sessions.
The current ZJUL drawdown is -0.05%. The current EFFE drawdown is -8.81%.
| Rank | ZJUL | EFFE |
|---|---|---|
| #1 | -5.51% Feb 19, 2025 - May 13, 2025 | -32.35% Jan 26, 2018 - May 5, 2026 |
| #2 | -1.65% Jul 16, 2024 - Aug 16, 2024 | -15.96% Mar 23, 2015 - Apr 25, 2017 |
| #3 | -1.43% Feb 25, 2026 - Apr 8, 2026 | -8.81% Jun 2, 2026 - Jun 5, 2026 |
| #4 | -1.06% Aug 30, 2024 - Sep 13, 2024 | -7.24% May 14, 2026 - May 26, 2026 |
| #5 | -1.05% May 19, 2025 - Jun 2, 2025 | -5.27% Sep 11, 2017 - Dec 26, 2017 |
| #6 | -0.76% Dec 16, 2024 - Jan 15, 2025 | -3.55% Nov 26, 2014 - Dec 22, 2014 |
| #7 | -0.62% Nov 11, 2024 - Nov 25, 2024 | -3.47% Feb 5, 2015 - Mar 18, 2015 |
| #8 | -0.62% Oct 27, 2025 - Nov 28, 2025 | -1.84% Apr 26, 2017 - May 30, 2017 |
| #9 | -0.54% Oct 18, 2024 - Nov 6, 2024 | -1.63% May 11, 2026 - May 14, 2026 |
| #10 | -0.49% Sep 30, 2024 - Oct 9, 2024 | -1.48% Jun 19, 2017 - Jul 14, 2017 |
| #11 | -0.45% Sep 22, 2025 - Oct 2, 2025 | -1.41% May 26, 2026 - May 29, 2026 |
| #12 | -0.42% Oct 2, 2025 - Oct 20, 2025 | -1.31% Dec 28, 2017 - Jan 5, 2018 |
| #13 | -0.41% Jun 16, 2025 - Jun 23, 2025 | -1.20% May 6, 2026 - May 8, 2026 |
| #14 | -0.38% Feb 2, 2026 - Feb 10, 2026 | -0.85% Dec 29, 2014 - Jan 8, 2015 |
| #15 | -0.35% Jan 24, 2025 - Feb 12, 2025 | -0.81% Jan 16, 2018 - Jan 23, 2018 |
Correlation
Correlation between ZJUL and EFFE is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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