ZOCT vs ESGG

Comparison between Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT, ETF) and FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND (ESGG, ETF).

ZOCT vs ESGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZOCT(ETF)	ESGG(ETF)
Net Assets	$111M	$111M
Expense Ratio	0.79%	0.42%
Max Drawdown	3.18%	32.63%
Sharpe Ratio	1.22	1.65
5Y Beta	0.16	0.87
P/E Ratio	N/A	27.48
Forward P/E	N/A	19.36
PEG Ratio	N/A	0.43
5Y Dividends CAGR	N/A	9.61%
5Y EPS CAGR	N/A	27.68%
Debt to Equity	N/A	30.73%
P/S Ratio	N/A	4.07
P/B Ratio	N/A	5.27

Net Assets

Winner

ZOCT

$111M

ESGG

$111M

Expense Ratio

ZOCT

0.79%

Winner

ESGG

0.42%

Max Drawdown

Winner

ZOCT

3.18%

ESGG

32.63%

Sharpe Ratio

ZOCT

1.22

Winner

ESGG

1.65

5Y Beta

Winner

ZOCT

0.16

ESGG

0.87

P/E Ratio

ZOCT

N/A

ESGG

27.48

Forward P/E

ZOCT

N/A

ESGG

19.36

PEG Ratio

ZOCT

N/A

ESGG

0.43

5Y Dividends CAGR

ZOCT

N/A

ESGG

9.61%

5Y EPS CAGR

ZOCT

N/A

ESGG

27.68%

Debt to Equity

ZOCT

N/A

ESGG

30.73%

P/S Ratio

ZOCT

N/A

ESGG

4.07

P/B Ratio

ZOCT

N/A

ESGG

5.27

ZOCT vs ESGG - Historical Returns

Returns include dividend reinvestment.

Period	ZOCT	ESGG
1 month	+0.38%	+3.16%
3 months	+2.63%	+13.75%
6 months	+2.86%	+14.00%
1 year	+6.73%	+27.01%
5 years(CAGR)	N/A	+12.21%
10 years(CAGR)	N/A	+13.88%
Max(CAGR)	+5.62%	+13.88%

ZOCT

+0.38%

Winner

ESGG

+3.16%

ZOCT

+2.63%

Winner

ESGG

+13.75%

ZOCT

+2.86%

Winner

ESGG

+14.00%

ZOCT

+6.73%

Winner

ESGG

+27.01%

5Y(CAGR)

ZOCT

N/A

ESGG

+12.21%

10Y(CAGR)

ZOCT

N/A

ESGG

+13.88%

Max(CAGR)

ZOCT

+5.62%

Winner

ESGG

+13.88%

ZOCT vs ESGG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	ZOCT	ESGG
2026	+2.55%	+12.28%
2025	+6.28%	+24.13%
2024	+0.68%	+15.55%
2023	N/A	+25.35%
2022	N/A	-19.27%
2021	N/A	+24.58%
2020	N/A	+16.18%
2019	N/A	+29.68%
2018	N/A	-8.88%
2017	N/A	+23.89%
2016	N/A	+4.49%

ZOCT vs ESGG Drawdown Comparison

The maximum drawdown for ZOCT was -3.18%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The maximum drawdown for ESGG was -32.30%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.

The current ZOCT drawdown is -0.11%. The current ESGG drawdown is -2.20%.

Rank	ZOCT	ESGG
#1	-3.18% Feb 20, 2025 - May 15, 2025	-32.30% Feb 12, 2020 - Aug 12, 2020
#2	-1.46% Feb 25, 2026 - Apr 9, 2026	-27.57% Jan 4, 2022 - Dec 19, 2023
#3	-0.90% Oct 27, 2025 - Dec 22, 2025	-19.57% Jan 26, 2018 - Jun 20, 2019
#4	-0.62% Dec 11, 2024 - Dec 26, 2024	-16.71% Feb 18, 2025 - May 19, 2025
#5	-0.60% Oct 18, 2024 - Nov 7, 2024	-9.23% Sep 2, 2020 - Nov 11, 2020
#6	-0.58% May 16, 2025 - Jun 2, 2025	-9.16% Feb 9, 2026 - Apr 16, 2026
#7	-0.51% Dec 26, 2024 - Jan 16, 2025	-8.39% Jul 16, 2024 - Aug 30, 2024
#8	-0.44% Jan 28, 2026 - Feb 9, 2026	-5.89% Jul 15, 2019 - Sep 12, 2019
#9	-0.44% May 29, 2026 - Jun 10, 2026	-5.37% Sep 7, 2021 - Oct 26, 2021
#10	-0.42% Jul 25, 2025 - Aug 8, 2025	-5.07% Mar 28, 2024 - May 15, 2024
#11	-0.41% Oct 8, 2025 - Oct 20, 2025	-4.75% Jun 2, 2026 - Jun 10, 2026
#12	-0.36% Jan 9, 2026 - Jan 26, 2026	-4.64% Nov 8, 2021 - Dec 27, 2021
#13	-0.30% Feb 10, 2026 - Feb 25, 2026	-4.60% Nov 12, 2025 - Dec 10, 2025
#14	-0.29% Jun 12, 2025 - Jun 23, 2025	-4.27% Feb 16, 2021 - Mar 17, 2021
#15	-0.28% Nov 8, 2024 - Nov 22, 2024	-4.27% Dec 6, 2024 - Jan 24, 2025