ZJUL vs MCN
Comparison between Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL, ETF) and Madison Covered Call & Equity Strategy Fund (MCN, ETF).
ZJUL vs MCN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ZJUL
$127M
MCN
$127M
Expense Ratio
ZJUL
0.79%
MCN
N/A
Max Drawdown
Winner
ZJUL
5.51%
MCN
75.11%
Sharpe Ratio
Winner
ZJUL
0.84
MCN
-0.22
5Y Beta
Winner
ZJUL
0.23
MCN
0.52
5Y Dividends CAGR
ZJUL
N/A
MCN
1.61%
ZJUL vs MCN - Historical Returns
Returns include dividend reinvestment.
1M
ZJUL
+0.37%
Winner
MCN
+1.99%
3M
Winner
ZJUL
+1.57%
MCN
-2.57%
6M
Winner
ZJUL
+3.02%
MCN
-0.76%
1Y
Winner
ZJUL
+5.93%
MCN
+1.73%
5Y(CAGR)
ZJUL
N/A
MCN
+3.13%
10Y(CAGR)
ZJUL
N/A
MCN
+7.29%
Max(CAGR)
Winner
ZJUL
+7.22%
MCN
+5.40%
ZJUL vs MCN - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ZJUL | MCN |
|---|---|---|
| 2026 | +3.18% | -1.26% |
| 2025 | +7.53% | +0.20% |
| 2024 | +4.02% | -0.33% |
| 2023 | N/A | +8.02% |
| 2022 | N/A | +6.33% |
| 2021 | N/A | +30.38% |
| 2020 | N/A | +14.91% |
| 2019 | N/A | +17.28% |
| 2018 | N/A | -12.21% |
| 2017 | N/A | +9.80% |
| 2016 | N/A | +14.94% |
| 2015 | N/A | -0.75% |
| 2014 | N/A | +9.41% |
| 2013 | N/A | +14.32% |
| 2012 | N/A | +12.18% |
| 2011 | N/A | -10.59% |
| 2010 | N/A | +10.23% |
| 2009 | N/A | +54.72% |
| 2008 | N/A | -38.79% |
| 2007 | N/A | -16.23% |
| 2006 | N/A | +12.53% |
| 2005 | N/A | +7.26% |
| 2004 | N/A | +1.32% |
ZJUL vs MCN Drawdown Comparison
The maximum drawdown for ZJUL was -5.51%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.
The maximum drawdown for MCN was -65.08%, occurring on Mar 9, 2009. Recovery took 1641 trading sessions.
The current ZJUL drawdown is -0.17%. The current MCN drawdown is -6.62%.
| Rank | ZJUL | MCN |
|---|---|---|
| #1 | -5.51% Feb 19, 2025 - May 13, 2025 | -65.08% Apr 25, 2007 - Oct 29, 2013 |
| #2 | -1.65% Jul 16, 2024 - Aug 16, 2024 | -38.60% Jan 15, 2020 - Nov 9, 2020 |
| #3 | -1.43% Feb 25, 2026 - Apr 8, 2026 | -24.48% Jun 28, 2024 - Apr 7, 2025 |
| #4 | -1.06% Aug 30, 2024 - Sep 13, 2024 | -22.86% Oct 1, 2018 - Jan 15, 2020 |
| #5 | -1.05% May 19, 2025 - Jun 2, 2025 | -19.57% Sep 9, 2022 - Jan 11, 2023 |
| #6 | -0.76% Dec 16, 2024 - Jan 15, 2025 | -18.33% Jan 12, 2022 - Sep 8, 2022 |
| #7 | -0.62% Nov 11, 2024 - Nov 25, 2024 | -17.00% Apr 27, 2023 - Jun 28, 2024 |
| #8 | -0.62% Oct 27, 2025 - Nov 28, 2025 | -15.90% May 21, 2015 - May 27, 2016 |
| #9 | -0.54% Oct 18, 2024 - Nov 6, 2024 | -11.23% Aug 17, 2005 - Sep 25, 2006 |
| #10 | -0.49% Sep 30, 2024 - Oct 9, 2024 | -9.01% Jul 10, 2014 - May 20, 2015 |
| #11 | -0.45% Sep 22, 2025 - Oct 2, 2025 | -8.74% Sep 13, 2021 - Dec 10, 2021 |
| #12 | -0.42% Oct 2, 2025 - Oct 20, 2025 | -8.15% Dec 10, 2021 - Jan 11, 2022 |
| #13 | -0.41% Jun 16, 2025 - Jun 23, 2025 | -8.12% Jan 24, 2018 - Jul 2, 2018 |
| #14 | -0.38% Feb 2, 2026 - Feb 10, 2026 | -5.66% Jun 11, 2021 - Jul 13, 2021 |
| #15 | -0.35% Jan 24, 2025 - Feb 12, 2025 | -5.47% Oct 5, 2017 - Dec 28, 2017 |
Correlation
Correlation between ZJUL and MCN is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
0.28
-101
Select Stocks to Compare
Popular: ZJUL vs SPYMCN vs SPY
More Comparisons
Compare with similar stocks