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AUGZ vs. ZDEK
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AUGZ vs. ZDEK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TrueShares Structured Outcome (August) ETF (AUGZ) and Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK). The values are adjusted to include any dividend payments, if applicable.

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AUGZ vs. ZDEK - Yearly Performance Comparison


Returns By Period

In the year-to-date period, AUGZ achieves a -3.43% return, which is significantly lower than ZDEK's -0.30% return.


AUGZ

1D
0.44%
1M
-3.62%
YTD
-3.43%
6M
-1.91%
1Y
12.75%
3Y*
13.07%
5Y*
9.25%
10Y*

ZDEK

1D
0.14%
1M
-0.70%
YTD
-0.30%
6M
1.51%
1Y
8.00%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AUGZ vs. ZDEK - Expense Ratio Comparison

Both AUGZ and ZDEK have an expense ratio of 0.79%.


Return for Risk

AUGZ vs. ZDEK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AUGZ
AUGZ Risk / Return Rank: 5252
Overall Rank
AUGZ Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
AUGZ Sortino Ratio Rank: 5050
Sortino Ratio Rank
AUGZ Omega Ratio Rank: 5353
Omega Ratio Rank
AUGZ Calmar Ratio Rank: 5151
Calmar Ratio Rank
AUGZ Martin Ratio Rank: 6060
Martin Ratio Rank

ZDEK
ZDEK Risk / Return Rank: 9696
Overall Rank
ZDEK Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
ZDEK Sortino Ratio Rank: 9797
Sortino Ratio Rank
ZDEK Omega Ratio Rank: 9696
Omega Ratio Rank
ZDEK Calmar Ratio Rank: 9797
Calmar Ratio Rank
ZDEK Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AUGZ vs. ZDEK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TrueShares Structured Outcome (August) ETF (AUGZ) and Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


AUGZZDEKDifference

Sharpe ratio

Return per unit of total volatility

0.94

2.43

-1.49

Sortino ratio

Return per unit of downside risk

1.42

3.69

-2.27

Omega ratio

Gain probability vs. loss probability

1.21

1.50

-0.30

Calmar ratio

Return relative to maximum drawdown

1.45

5.32

-3.87

Martin ratio

Return relative to average drawdown

6.50

21.69

-15.18

AUGZ vs. ZDEK - Sharpe Ratio Comparison

The current AUGZ Sharpe Ratio is 0.94, which is lower than the ZDEK Sharpe Ratio of 2.43. The chart below compares the historical Sharpe Ratios of AUGZ and ZDEK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AUGZZDEKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.94

2.43

-1.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

Sharpe Ratio (All Time)

Calculated using the full available price history

0.93

1.54

-0.62

Correlation

The correlation between AUGZ and ZDEK is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

AUGZ vs. ZDEK - Dividend Comparison

AUGZ's dividend yield for the trailing twelve months is around 3.76%, while ZDEK has not paid dividends to shareholders.


TTM2025202420232022
AUGZ
TrueShares Structured Outcome (August) ETF
3.76%3.63%4.08%3.42%0.41%
ZDEK
Innovator Equity Defined Protection ETF - 1 Yr December
0.00%0.00%0.00%0.00%0.00%

Drawdowns

AUGZ vs. ZDEK - Drawdown Comparison

The maximum AUGZ drawdown since its inception was -15.67%, which is greater than ZDEK's maximum drawdown of -3.40%. Use the drawdown chart below to compare losses from any high point for AUGZ and ZDEK.


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Drawdown Indicators


AUGZZDEKDifference

Max Drawdown

Largest peak-to-trough decline

-15.67%

-3.40%

-12.27%

Max Drawdown (1Y)

Largest decline over 1 year

-9.14%

-1.57%

-7.57%

Max Drawdown (5Y)

Largest decline over 5 years

-15.67%

Current Drawdown

Current decline from peak

-4.94%

-0.87%

-4.07%

Average Drawdown

Average peak-to-trough decline

-3.18%

-0.50%

-2.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.04%

0.39%

+1.65%

Volatility

AUGZ vs. ZDEK - Volatility Comparison

TrueShares Structured Outcome (August) ETF (AUGZ) has a higher volatility of 4.06% compared to Innovator Equity Defined Protection ETF - 1 Yr December (ZDEK) at 0.97%. This indicates that AUGZ's price experiences larger fluctuations and is considered to be riskier than ZDEK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AUGZZDEKDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.06%

0.97%

+3.09%

Volatility (6M)

Calculated over the trailing 6-month period

7.53%

2.01%

+5.52%

Volatility (1Y)

Calculated over the trailing 1-year period

13.68%

3.33%

+10.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.98%

3.45%

+8.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.17%

3.45%

+8.72%