ZMAR vs UPGD
Comparison between Innovator Equity Defined Protection ETF 1 Yr March (ZMAR, ETF) and INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF).
ZMAR vs UPGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ZMAR
$119M
UPGD
$119M
Expense Ratio
ZMAR
0.79%
Winner
UPGD
0.40%
Max Drawdown
Winner
ZMAR
2.30%
UPGD
64.78%
Sharpe Ratio
Winner
ZMAR
1.52
UPGD
0.94
5Y Beta
Winner
ZMAR
0.15
UPGD
0.70
P/E Ratio
ZMAR
N/A
UPGD
25.56
Forward P/E
ZMAR
N/A
UPGD
21.01
PEG Ratio
ZMAR
N/A
UPGD
0.97
5Y Dividends CAGR
ZMAR
N/A
UPGD
55.56%
5Y EPS CAGR
ZMAR
N/A
UPGD
14.16%
Debt to Equity
ZMAR
N/A
UPGD
-42.90%
P/S Ratio
ZMAR
N/A
UPGD
1.97
P/B Ratio
ZMAR
N/A
UPGD
4.79
ZMAR vs UPGD - Historical Returns
Returns include dividend reinvestment.
1M
ZMAR
+0.23%
Winner
UPGD
+5.61%
3M
ZMAR
+1.94%
Winner
UPGD
+10.22%
6M
ZMAR
+2.88%
Winner
UPGD
+9.03%
1Y
ZMAR
+7.03%
Winner
UPGD
+17.71%
5Y(CAGR)
ZMAR
N/A
UPGD
+6.76%
10Y(CAGR)
ZMAR
N/A
UPGD
+10.49%
Max(CAGR)
ZMAR
+6.63%
Winner
UPGD
+7.99%
ZMAR vs UPGD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | ZMAR | UPGD |
|---|---|---|
| 2026 | +2.34% | +10.05% |
| 2025 | +5.95% | +8.98% |
| 2024 | N/A | +13.80% |
| 2023 | N/A | +16.47% |
| 2022 | N/A | -13.97% |
| 2021 | N/A | +25.57% |
| 2020 | N/A | +6.10% |
| 2019 | N/A | +30.23% |
| 2018 | N/A | -15.51% |
| 2017 | N/A | +12.33% |
| 2016 | N/A | +21.96% |
| 2015 | N/A | -5.93% |
| 2014 | N/A | +5.65% |
| 2013 | N/A | +39.25% |
| 2012 | N/A | +12.96% |
| 2011 | N/A | -3.39% |
| 2010 | N/A | +25.78% |
| 2009 | N/A | +51.42% |
| 2008 | N/A | -38.29% |
| 2007 | N/A | +2.96% |
| 2006 | N/A | -14.71% |
ZMAR vs UPGD Drawdown Comparison
The maximum drawdown for ZMAR was -2.30%, occurring on Apr 8, 2025. Recovery took 49 trading sessions.
The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.
The current ZMAR drawdown is -0.27%. The current UPGD drawdown is -0.93%.
| Rank | ZMAR | UPGD |
|---|---|---|
| #1 | -2.30% Mar 3, 2025 - May 12, 2025 | -60.86% May 23, 2006 - Dec 3, 2010 |
| #2 | -1.44% Mar 2, 2026 - Apr 13, 2026 | -50.19% Aug 29, 2018 - Dec 3, 2020 |
| #3 | -0.67% Nov 10, 2025 - Nov 26, 2025 | -28.87% Apr 29, 2011 - Mar 15, 2012 |
| #4 | -0.65% May 15, 2025 - Jun 3, 2025 | -27.28% Jun 23, 2015 - Nov 18, 2016 |
| #5 | -0.50% Jun 2, 2026 - Jun 10, 2026 | -24.31% Nov 9, 2021 - Feb 27, 2024 |
| #6 | -0.41% Oct 8, 2025 - Oct 20, 2025 | -16.90% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -0.38% Jul 25, 2025 - Aug 6, 2025 | -13.43% Mar 26, 2012 - Jan 2, 2013 |
| #8 | -0.25% Jan 16, 2026 - Jan 22, 2026 | -12.68% Jul 3, 2014 - Feb 24, 2015 |
| #9 | -0.25% Jun 12, 2025 - Jun 23, 2025 | -10.11% Jan 26, 2018 - May 16, 2018 |
| #10 | -0.24% Aug 28, 2025 - Sep 4, 2025 | -10.01% Feb 27, 2026 - May 26, 2026 |
| #11 | -0.24% Oct 27, 2025 - Nov 10, 2025 | -8.56% Jun 8, 2021 - Oct 19, 2021 |
| #12 | -0.22% Dec 11, 2025 - Dec 19, 2025 | -6.75% Oct 6, 2025 - Dec 11, 2025 |
| #13 | -0.21% Jul 3, 2025 - Jul 10, 2025 | -6.71% Jan 22, 2014 - Feb 26, 2014 |
| #14 | -0.21% Feb 2, 2026 - Feb 6, 2026 | -6.69% Jul 25, 2017 - Sep 27, 2017 |
| #15 | -0.20% Sep 22, 2025 - Sep 30, 2025 | -6.68% Apr 2, 2014 - Jun 18, 2014 |
Correlation
Correlation between ZMAR and UPGD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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