ZJUL vs INCE

Comparison between Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL, ETF) and FRANKLIN INCOME EQUITY FOCUS ETF (INCE, ETF).

ZJUL vs INCE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZJUL(ETF)	INCE(ETF)
Net Assets	$128M	$128M
Expense Ratio	0.79%	0.29%
Max Drawdown	5.51%	34.12%
Sharpe Ratio	1.20	2.32
5Y Beta	0.24	0.55
P/E Ratio	N/A	22.25
Forward P/E	N/A	18.03
PEG Ratio	N/A	0.79
5Y Dividends CAGR	N/A	40.37%
5Y EPS CAGR	N/A	2.67%
Debt to Equity	N/A	-23.80%
P/S Ratio	N/A	3.06
P/B Ratio	N/A	3.86

Net Assets

Winner

ZJUL

$128M

INCE

$128M

Expense Ratio

ZJUL

0.79%

Winner

INCE

0.29%

Max Drawdown

Winner

ZJUL

5.51%

INCE

34.12%

Sharpe Ratio

ZJUL

1.20

Winner

INCE

2.32

5Y Beta

Winner

ZJUL

0.24

INCE

0.55

P/E Ratio

ZJUL

N/A

INCE

22.25

Forward P/E

ZJUL

N/A

INCE

18.03

PEG Ratio

ZJUL

N/A

INCE

0.79

5Y Dividends CAGR

ZJUL

N/A

INCE

40.37%

5Y EPS CAGR

ZJUL

N/A

INCE

2.67%

Debt to Equity

ZJUL

N/A

INCE

-23.80%

P/S Ratio

ZJUL

N/A

INCE

3.06

P/B Ratio

ZJUL

N/A

INCE

3.86

ZJUL vs INCE - Historical Returns

Returns include dividend reinvestment.

Period	ZJUL	INCE
1 month	+0.51%	+1.98%
3 months	+2.42%	+6.34%
6 months	+3.07%	+14.15%
1 year	+6.95%	+25.25%
5 years(CAGR)	N/A	+11.18%
10 years(CAGR)	N/A	+13.14%
Max(CAGR)	+7.35%	+13.14%

ZJUL

+0.51%

Winner

INCE

+1.98%

ZJUL

+2.42%

Winner

INCE

+6.34%

ZJUL

+3.07%

Winner

INCE

+14.15%

ZJUL

+6.95%

Winner

INCE

+25.25%

5Y(CAGR)

ZJUL

N/A

INCE

+11.18%

10Y(CAGR)

ZJUL

N/A

INCE

+13.14%

Max(CAGR)

ZJUL

+7.35%

Winner

INCE

+13.14%

ZJUL vs INCE - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	ZJUL	INCE
2026	+2.66%	+13.12%
2025	+7.53%	+15.97%
2024	+4.02%	+10.95%
2023	N/A	+13.81%
2022	N/A	-8.25%
2021	N/A	+24.91%
2020	N/A	+11.83%
2019	N/A	+32.52%
2018	N/A	-2.03%
2017	N/A	+19.65%
2016	N/A	+1.37%

ZJUL vs INCE Drawdown Comparison

The maximum drawdown for ZJUL was -5.51%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.

The maximum drawdown for INCE was -33.95%, occurring on Mar 23, 2020. Recovery took 139 trading sessions.

The current INCE drawdown is -0.15%.

Rank	ZJUL	INCE
#1	-5.51% Feb 19, 2025 - May 13, 2025	-33.95% Feb 14, 2020 - Sep 2, 2020
#2	-1.65% Jul 16, 2024 - Aug 16, 2024	-18.41% Dec 29, 2021 - Nov 30, 2023
#3	-1.43% Feb 25, 2026 - Apr 8, 2026	-15.95% Oct 2, 2018 - Mar 1, 2019
#4	-1.06% Aug 30, 2024 - Sep 13, 2024	-14.02% Nov 26, 2024 - Jun 30, 2025
#5	-1.05% May 19, 2025 - Jun 2, 2025	-7.73% Jan 26, 2018 - Jul 26, 2018
#6	-0.76% Dec 16, 2024 - Jan 15, 2025	-6.82% Oct 12, 2020 - Nov 9, 2020
#7	-0.62% Nov 11, 2024 - Nov 25, 2024	-6.62% Sep 2, 2020 - Oct 12, 2020
#8	-0.62% Oct 27, 2025 - Nov 28, 2025	-5.38% Mar 28, 2024 - Jun 24, 2024
#9	-0.54% Oct 18, 2024 - Nov 6, 2024	-5.07% Sep 2, 2021 - Oct 26, 2021
#10	-0.49% Sep 30, 2024 - Oct 9, 2024	-5.02% Jul 29, 2019 - Sep 5, 2019
#11	-0.45% Sep 22, 2025 - Oct 2, 2025	-4.90% Feb 27, 2026 - Apr 23, 2026
#12	-0.42% Oct 2, 2025 - Oct 20, 2025	-4.48% Sep 22, 2016 - Dec 20, 2016
#13	-0.41% Jun 16, 2025 - Jun 23, 2025	-4.24% Jan 8, 2021 - Mar 11, 2021
#14	-0.38% Feb 2, 2026 - Feb 10, 2026	-3.79% Jul 31, 2024 - Aug 16, 2024
#15	-0.35% Jan 24, 2025 - Feb 12, 2025	-3.60% Nov 16, 2021 - Dec 8, 2021