BOUT vs. EQRR
Compare and contrast key facts about Innovator IBD Breakout Opportunities ETF (BOUT) and ProShares Equities for Rising Rates ETF (EQRR).
BOUT and EQRR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BOUT is a passively managed fund by Innovator that tracks the performance of the IBD Breakout Stocks Total Return Index. It was launched on Sep 13, 2018. EQRR is a passively managed fund by ProShares that tracks the performance of the Nasdaq US Large Cap Equity Rising Rates Index. It was launched on Jul 24, 2017. Both BOUT and EQRR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BOUT vs. EQRR - Performance Comparison
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BOUT vs. EQRR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BOUT Innovator IBD Breakout Opportunities ETF | 8.23% | -6.77% | 18.82% | 13.27% | -22.60% | 22.69% | 50.56% | 20.59% | -29.80% |
EQRR ProShares Equities for Rising Rates ETF | 8.37% | 15.49% | 7.69% | 9.19% | 2.20% | 36.11% | -10.14% | 19.57% | -24.53% |
Returns By Period
The year-to-date returns for both investments are quite close, with BOUT having a 8.23% return and EQRR slightly higher at 8.37%.
BOUT
- 1D
- 2.67%
- 1M
- -3.79%
- YTD
- 8.23%
- 6M
- 1.15%
- 1Y
- 8.69%
- 3Y*
- 8.84%
- 5Y*
- 4.03%
- 10Y*
- —
EQRR
- 1D
- 1.50%
- 1M
- 2.06%
- YTD
- 8.37%
- 6M
- 10.79%
- 1Y
- 19.48%
- 3Y*
- 14.60%
- 5Y*
- 10.92%
- 10Y*
- —
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BOUT vs. EQRR - Expense Ratio Comparison
BOUT has a 0.80% expense ratio, which is higher than EQRR's 0.35% expense ratio.
Return for Risk
BOUT vs. EQRR — Risk / Return Rank
BOUT
EQRR
BOUT vs. EQRR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator IBD Breakout Opportunities ETF (BOUT) and ProShares Equities for Rising Rates ETF (EQRR). 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.
| BOUT | EQRR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 1.08 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.66 | 1.50 | -0.84 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.23 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.65 | 1.44 | -0.78 |
Martin ratioReturn relative to average drawdown | 1.81 | 6.79 | -4.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BOUT | EQRR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.08 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.51 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.35 | -0.05 |
Correlation
The correlation between BOUT and EQRR is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BOUT vs. EQRR - Dividend Comparison
BOUT's dividend yield for the trailing twelve months is around 0.32%, less than EQRR's 1.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BOUT Innovator IBD Breakout Opportunities ETF | 0.32% | 0.34% | 0.60% | 1.32% | 1.35% | 0.00% | 0.00% | 0.00% | 0.22% | 0.00% |
EQRR ProShares Equities for Rising Rates ETF | 1.42% | 1.70% | 2.17% | 2.77% | 2.34% | 1.71% | 2.17% | 2.05% | 2.47% | 0.69% |
Drawdowns
BOUT vs. EQRR - Drawdown Comparison
The maximum BOUT drawdown since its inception was -36.75%, smaller than the maximum EQRR drawdown of -57.93%. Use the drawdown chart below to compare losses from any high point for BOUT and EQRR.
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Drawdown Indicators
| BOUT | EQRR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.75% | -57.93% | +21.18% |
Max Drawdown (1Y)Largest decline over 1 year | -13.73% | -14.30% | +0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -28.28% | -21.75% | -6.53% |
Current DrawdownCurrent decline from peak | -6.50% | -0.32% | -6.18% |
Average DrawdownAverage peak-to-trough decline | -12.55% | -10.28% | -2.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 3.03% | +1.92% |
Volatility
BOUT vs. EQRR - Volatility Comparison
Innovator IBD Breakout Opportunities ETF (BOUT) has a higher volatility of 8.61% compared to ProShares Equities for Rising Rates ETF (EQRR) at 4.00%. This indicates that BOUT's price experiences larger fluctuations and is considered to be riskier than EQRR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BOUT | EQRR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.61% | 4.00% | +4.61% |
Volatility (6M)Calculated over the trailing 6-month period | 17.18% | 10.69% | +6.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.74% | 18.15% | +3.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.54% | 21.49% | -1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.96% | 25.04% | -2.08% |