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IGTR vs. VT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IGTR vs. VT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Innovator Gradient Tactical Rotation Strategy ETF (IGTR) and Vanguard Total World Stock ETF (VT). The values are adjusted to include any dividend payments, if applicable.

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IGTR vs. VT - Yearly Performance Comparison


2026 (YTD)2025202420232022
IGTR
Innovator Gradient Tactical Rotation Strategy ETF
1.03%15.25%4.02%-0.31%-2.08%
VT
Vanguard Total World Stock ETF
-1.71%22.43%16.49%22.02%-1.29%

Returns By Period

In the year-to-date period, IGTR achieves a 1.03% return, which is significantly higher than VT's -1.71% return.


IGTR

1D
3.19%
1M
-8.34%
YTD
1.03%
6M
8.15%
1Y
16.91%
3Y*
9.97%
5Y*
10Y*

VT

1D
3.08%
1M
-6.22%
YTD
-1.71%
6M
1.42%
1Y
21.53%
3Y*
16.86%
5Y*
9.22%
10Y*
11.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IGTR vs. VT - Expense Ratio Comparison

IGTR has a 0.80% expense ratio, which is higher than VT's 0.06% expense ratio.


Return for Risk

IGTR vs. VT — Risk / Return Rank

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

IGTR
IGTR Risk / Return Rank: 5151
Overall Rank
IGTR Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
IGTR Sortino Ratio Rank: 4646
Sortino Ratio Rank
IGTR Omega Ratio Rank: 4343
Omega Ratio Rank
IGTR Calmar Ratio Rank: 6363
Calmar Ratio Rank
IGTR Martin Ratio Rank: 5656
Martin Ratio Rank

VT
VT Risk / Return Rank: 7777
Overall Rank
VT Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
VT Sortino Ratio Rank: 7676
Sortino Ratio Rank
VT Omega Ratio Rank: 7777
Omega Ratio Rank
VT Calmar Ratio Rank: 7575
Calmar Ratio Rank
VT Martin Ratio Rank: 8282
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.

IGTR vs. VT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Innovator Gradient Tactical Rotation Strategy ETF (IGTR) and Vanguard Total World Stock ETF (VT). 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.


IGTRVTDifference

Sharpe ratio

Return per unit of total volatility

0.90

1.25

-0.35

Sortino ratio

Return per unit of downside risk

1.30

1.84

-0.55

Omega ratio

Gain probability vs. loss probability

1.17

1.27

-0.10

Calmar ratio

Return relative to maximum drawdown

1.65

1.83

-0.18

Martin ratio

Return relative to average drawdown

5.66

8.51

-2.84

IGTR vs. VT - Sharpe Ratio Comparison

The current IGTR Sharpe Ratio is 0.90, which is comparable to the VT Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of IGTR and VT, 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


IGTRVTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.90

1.25

-0.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.40

-0.09

Correlation

The correlation between IGTR and VT is 0.82, 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

IGTR vs. VT - Dividend Comparison

IGTR's dividend yield for the trailing twelve months is around 0.79%, less than VT's 1.82% yield.


TTM20252024202320222021202020192018201720162015
IGTR
Innovator Gradient Tactical Rotation Strategy ETF
0.79%0.80%2.40%0.87%0.31%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VT
Vanguard Total World Stock ETF
1.82%1.82%1.95%2.08%2.20%1.82%1.66%2.32%2.53%2.11%2.39%2.45%

Drawdowns

IGTR vs. VT - Drawdown Comparison

The maximum IGTR drawdown since its inception was -20.06%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for IGTR and VT.


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Drawdown Indicators


IGTRVTDifference

Max Drawdown

Largest peak-to-trough decline

-20.06%

-50.27%

+30.21%

Max Drawdown (1Y)

Largest decline over 1 year

-11.18%

-11.84%

+0.66%

Max Drawdown (5Y)

Largest decline over 5 years

-26.38%

Max Drawdown (10Y)

Largest decline over 10 years

-34.24%

Current Drawdown

Current decline from peak

-8.34%

-6.89%

-1.45%

Average Drawdown

Average peak-to-trough decline

-7.23%

-7.08%

-0.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.25%

2.55%

+0.70%

Volatility

IGTR vs. VT - Volatility Comparison

Innovator Gradient Tactical Rotation Strategy ETF (IGTR) has a higher volatility of 8.06% compared to Vanguard Total World Stock ETF (VT) at 6.33%. This indicates that IGTR's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IGTRVTDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.06%

6.33%

+1.73%

Volatility (6M)

Calculated over the trailing 6-month period

14.80%

9.95%

+4.85%

Volatility (1Y)

Calculated over the trailing 1-year period

18.92%

17.24%

+1.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.40%

15.98%

+0.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.40%

17.20%

-0.80%