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ZSEP vs GLU

Comparison between Innovator Equity Defined Protection ETF - 1 Yr September (ZSEP, ETF) and Gabelli Global Utility & Income Trust. (GLU, ETF).

ZSEP vs GLU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
ZSEP
$123M
GLU
$122M
Expense Ratio
ZSEP
0.79%
GLU
N/A
Max Drawdown
Winner
ZSEP
3.97%
GLU
56.45%
Sharpe Ratio
Winner
ZSEP
0.89
GLU
0.77
5Y Beta
Winner
ZSEP
0.16
GLU
0.42
5Y Dividends CAGR
ZSEP
N/A
GLU
1.30%

ZSEP vs GLU - Historical Returns

Returns include dividend reinvestment.

1M
ZSEP
+0.69%
Winner
GLU
+0.98%
3M
Winner
ZSEP
+1.55%
GLU
+0.70%
6M
Winner
ZSEP
+3.47%
GLU
-6.35%
1Y
ZSEP
+5.96%
Winner
GLU
+15.49%
5Y(CAGR)
ZSEP
N/A
GLU
+6.01%
10Y(CAGR)
ZSEP
N/A
GLU
+7.91%
Max(CAGR)
ZSEP
+6.55%
Winner
GLU
+6.82%

ZSEP vs GLU - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearZSEPGLU
2026+3.84%+4.69%
2025+6.82%+36.68%
2024+2.12%+23.41%
2023N/A+0.32%
2022N/A-28.75%
2021N/A+22.51%
2020N/A+4.60%
2019N/A+24.85%
2018N/A-18.99%
2017N/A+33.24%
2016N/A+10.68%
2015N/A-8.14%
2014N/A+5.28%
2013N/A+0.77%
2012N/A+3.43%
2011N/A+10.21%
2010N/A+10.14%
2009N/A+28.14%
2008N/A-26.01%
2007N/A+11.31%
2006N/A+31.52%
2005N/A-2.41%
2004N/A+1.22%

ZSEP vs GLU Drawdown Comparison

The maximum drawdown for ZSEP was -3.97%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.

The maximum drawdown for GLU was -50.51%, occurring on Mar 9, 2009. Recovery took 480 trading sessions.

The current GLU drawdown is -7.39%.

RankZSEPGLU
#1-3.97%
Feb 19, 2025 - May 15, 2025
-50.51%
Jan 11, 2008 - Dec 7, 2009
#2-1.45%
Feb 26, 2026 - Apr 9, 2026
-46.54%
Feb 24, 2020 - Jan 6, 2021
#3-0.81%
Nov 12, 2025 - Nov 26, 2025
-38.34%
May 11, 2021 - May 16, 2025
#4-0.71%
May 19, 2025 - Jun 2, 2025
-28.24%
Apr 29, 2013 - Apr 10, 2017
#5-0.64%
Oct 8, 2025 - Oct 22, 2025
-24.56%
Feb 2, 2018 - Dec 19, 2019
#6-0.62%
Oct 18, 2024 - Nov 6, 2024
-18.57%
Jul 1, 2011 - Oct 10, 2011
#7-0.56%
Dec 16, 2024 - Jan 15, 2025
-16.91%
May 18, 2007 - Oct 29, 2007
#8-0.52%
Feb 2, 2026 - Feb 26, 2026
-15.63%
Apr 26, 2010 - Oct 5, 2010
#9-0.45%
Jan 12, 2026 - Jan 26, 2026
-13.79%
Jan 6, 2010 - Apr 23, 2010
#10-0.42%
Nov 7, 2024 - Nov 26, 2024
-13.73%
Feb 26, 2026 - Mar 20, 2026
#11-0.38%
Sep 19, 2025 - Oct 1, 2025
-11.67%
Sep 27, 2005 - Jul 13, 2006
#12-0.38%
Jul 28, 2025 - Aug 6, 2025
-10.04%
May 26, 2004 - Nov 16, 2004
#13-0.37%
Jun 1, 2026 - Jun 15, 2026
-9.31%
Dec 16, 2011 - Jul 31, 2012
#14-0.36%
Sep 27, 2024 - Oct 11, 2024
-9.00%
Feb 14, 2005 - Jun 30, 2005
#15-0.35%
Jan 24, 2025 - Feb 6, 2025
-8.79%
Oct 14, 2011 - Nov 16, 2011

Correlation

Correlation between ZSEP and GLU is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

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