ZJUL vs IVVB
Comparison between Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL, ETF) and iShares Large Cap Deep Buffer ETF (IVVB, ETF).
ZJUL vs IVVB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ZJUL
$128M
Winner
IVVB
$129M
Expense Ratio
ZJUL
0.79%
Winner
IVVB
0.51%
Max Drawdown
Winner
ZJUL
5.51%
IVVB
13.34%
Sharpe Ratio
ZJUL
1.20
Winner
IVVB
1.24
5Y Beta
Winner
ZJUL
0.24
IVVB
0.57
ZJUL vs IVVB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ZJUL
+0.51%
IVVB
+0.31%
3M
ZJUL
+2.42%
Winner
IVVB
+5.18%
6M
ZJUL
+3.07%
Winner
IVVB
+4.11%
1Y
ZJUL
+6.95%
Winner
IVVB
+13.25%
Max(CAGR)
ZJUL
+7.35%
Winner
IVVB
+11.74%
ZJUL vs IVVB - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ZJUL | IVVB |
|---|---|---|
| 2026 | +2.66% | +3.85% |
| 2025 | +7.53% | +9.71% |
| 2024 | +4.02% | +19.14% |
| 2023 | N/A | +2.60% |
ZJUL vs IVVB Drawdown Comparison
The maximum drawdown for ZJUL was -5.51%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.
The maximum drawdown for IVVB was -13.08%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The current IVVB drawdown is -0.72%.
| Rank | ZJUL | IVVB |
|---|---|---|
| #1 | -5.51% Feb 19, 2025 - May 13, 2025 | -13.08% Feb 19, 2025 - Jul 23, 2025 |
| #2 | -1.65% Jul 16, 2024 - Aug 16, 2024 | -7.77% Jul 28, 2023 - Dec 13, 2023 |
| #3 | -1.43% Feb 25, 2026 - Apr 8, 2026 | -5.75% Feb 2, 2026 - Apr 22, 2026 |
| #4 | -1.06% Aug 30, 2024 - Sep 13, 2024 | -5.35% Jul 16, 2024 - Aug 21, 2024 |
| #5 | -1.05% May 19, 2025 - Jun 2, 2025 | -3.51% Mar 28, 2024 - May 15, 2024 |
| #6 | -0.76% Dec 16, 2024 - Jan 15, 2025 | -3.44% Aug 30, 2024 - Sep 17, 2024 |
| #7 | -0.62% Nov 11, 2024 - Nov 25, 2024 | -3.03% Dec 16, 2024 - Feb 13, 2025 |
| #8 | -0.62% Oct 27, 2025 - Nov 28, 2025 | -3.02% Nov 12, 2025 - Nov 28, 2025 |
| #9 | -0.54% Oct 18, 2024 - Nov 6, 2024 | -2.02% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -0.49% Sep 30, 2024 - Oct 9, 2024 | -1.93% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -0.45% Sep 22, 2025 - Oct 2, 2025 | -1.75% Oct 8, 2025 - Oct 20, 2025 |
| #12 | -0.42% Oct 2, 2025 - Oct 20, 2025 | -1.66% Jun 1, 2026 - Jun 10, 2026 |
| #13 | -0.41% Jun 16, 2025 - Jun 23, 2025 | -1.63% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -0.38% Feb 2, 2026 - Feb 10, 2026 | -1.48% May 21, 2024 - Jun 5, 2024 |
| #15 | -0.35% Jan 24, 2025 - Feb 12, 2025 | -1.37% Jul 28, 2025 - Aug 8, 2025 |
Correlation
Correlation between ZJUL and IVVB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Select Stocks to Compare
Popular: ZJUL vs SPYIVVB vs SPY
More Comparisons
Compare with similar stocks