ZJUL vs IYLD
Comparison between Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL, ETF) and ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF (IYLD, ETF).
ZJUL vs IYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ZJUL
$128M
IYLD
$128M
Expense Ratio
ZJUL
0.79%
Winner
IYLD
0.50%
Max Drawdown
Winner
ZJUL
5.51%
IYLD
34.52%
Sharpe Ratio
ZJUL
1.20
Winner
IYLD
1.57
5Y Beta
Winner
ZJUL
0.24
IYLD
0.25
5Y Dividends CAGR
ZJUL
N/A
IYLD
2.90%
ZJUL vs IYLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ZJUL
+0.51%
IYLD
+0.05%
3M
ZJUL
+2.42%
Winner
IYLD
+2.98%
6M
ZJUL
+3.07%
Winner
IYLD
+5.56%
1Y
ZJUL
+6.95%
Winner
IYLD
+13.40%
5Y(CAGR)
ZJUL
N/A
IYLD
+3.27%
10Y(CAGR)
ZJUL
N/A
IYLD
+4.06%
Max(CAGR)
Winner
ZJUL
+7.35%
IYLD
+4.35%
ZJUL vs IYLD - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | ZJUL | IYLD |
|---|---|---|
| 2026 | +2.66% | +4.77% |
| 2025 | +7.53% | +15.02% |
| 2024 | +4.02% | +3.69% |
| 2023 | N/A | +12.27% |
| 2022 | N/A | -16.22% |
| 2021 | N/A | +3.72% |
| 2020 | N/A | -1.66% |
| 2019 | N/A | +15.57% |
| 2018 | N/A | -4.67% |
| 2017 | N/A | +10.40% |
| 2016 | N/A | +10.26% |
| 2015 | N/A | -4.94% |
| 2014 | N/A | +10.28% |
| 2013 | N/A | -0.31% |
| 2012 | N/A | +9.00% |
ZJUL vs IYLD Drawdown Comparison
The maximum drawdown for ZJUL was -5.51%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.
The maximum drawdown for IYLD was -30.23%, occurring on Mar 19, 2020. Recovery took 388 trading sessions.
The current IYLD drawdown is -0.30%.
| Rank | ZJUL | IYLD |
|---|---|---|
| #1 | -5.51% Feb 19, 2025 - May 13, 2025 | -30.23% Feb 20, 2020 - Sep 2, 2021 |
| #2 | -1.65% Jul 16, 2024 - Aug 16, 2024 | -22.58% Sep 15, 2021 - Apr 29, 2025 |
| #3 | -1.43% Feb 25, 2026 - Apr 8, 2026 | -11.74% Apr 27, 2015 - Jun 8, 2016 |
| #4 | -1.06% Aug 30, 2024 - Sep 13, 2024 | -11.06% May 2, 2013 - Apr 8, 2014 |
| #5 | -1.05% May 19, 2025 - Jun 2, 2025 | -7.04% Jan 26, 2018 - Jan 31, 2019 |
| #6 | -0.76% Dec 16, 2024 - Jan 15, 2025 | -5.20% Sep 7, 2016 - Feb 21, 2017 |
| #7 | -0.62% Nov 11, 2024 - Nov 25, 2024 | -4.63% Feb 25, 2026 - Mar 27, 2026 |
| #8 | -0.62% Oct 27, 2025 - Nov 28, 2025 | -3.81% Aug 29, 2014 - Feb 3, 2015 |
| #9 | -0.54% Oct 18, 2024 - Nov 6, 2024 | -2.86% Feb 25, 2015 - Apr 15, 2015 |
| #10 | -0.49% Sep 30, 2024 - Oct 9, 2024 | -2.59% Jul 24, 2019 - Sep 20, 2019 |
| #11 | -0.45% Sep 22, 2025 - Oct 2, 2025 | -2.41% Oct 17, 2012 - Dec 5, 2012 |
| #12 | -0.42% Oct 2, 2025 - Oct 20, 2025 | -2.38% Apr 23, 2019 - Jun 18, 2019 |
| #13 | -0.41% Jun 16, 2025 - Jun 23, 2025 | -2.34% Jun 8, 2016 - Jun 30, 2016 |
| #14 | -0.38% Feb 2, 2026 - Feb 10, 2026 | -2.00% Oct 17, 2017 - Dec 8, 2017 |
| #15 | -0.35% Jan 24, 2025 - Feb 12, 2025 | -1.98% Jul 23, 2014 - Aug 19, 2014 |
Correlation
Correlation between ZJUL and IYLD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
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