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TLTW vs. AJAN
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TLTW vs. AJAN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) and Innovator Equity Defined Protection ETF - 2 Yr To January 2026 (AJAN). The values are adjusted to include any dividend payments, if applicable.

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TLTW vs. AJAN - Yearly Performance Comparison


Returns By Period

In the year-to-date period, TLTW achieves a 1.39% return, which is significantly higher than AJAN's -0.63% return.


TLTW

1D
-0.04%
1M
-2.53%
YTD
1.39%
6M
1.87%
1Y
6.62%
3Y*
0.68%
5Y*
10Y*

AJAN

1D
0.11%
1M
-1.26%
YTD
-0.63%
6M
0.58%
1Y
5.17%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TLTW vs. AJAN - Expense Ratio Comparison

TLTW has a 0.35% expense ratio, which is lower than AJAN's 0.79% expense ratio.


Return for Risk

TLTW vs. AJAN — Risk / Return Rank

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

TLTW
TLTW Risk / Return Rank: 3737
Overall Rank
TLTW Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
TLTW Sortino Ratio Rank: 3434
Sortino Ratio Rank
TLTW Omega Ratio Rank: 3232
Omega Ratio Rank
TLTW Calmar Ratio Rank: 4747
Calmar Ratio Rank
TLTW Martin Ratio Rank: 3636
Martin Ratio Rank

AJAN
AJAN Risk / Return Rank: 6868
Overall Rank
AJAN Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
AJAN Sortino Ratio Rank: 6767
Sortino Ratio Rank
AJAN Omega Ratio Rank: 8383
Omega Ratio Rank
AJAN Calmar Ratio Rank: 5555
Calmar Ratio Rank
AJAN Martin Ratio Rank: 7373
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.

TLTW vs. AJAN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) and Innovator Equity Defined Protection ETF - 2 Yr To January 2026 (AJAN). 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.


TLTWAJANDifference

Sharpe ratio

Return per unit of total volatility

0.75

1.18

-0.43

Sortino ratio

Return per unit of downside risk

1.05

1.77

-0.72

Omega ratio

Gain probability vs. loss probability

1.14

1.34

-0.20

Calmar ratio

Return relative to maximum drawdown

1.28

1.56

-0.28

Martin ratio

Return relative to average drawdown

3.35

8.34

-4.98

TLTW vs. AJAN - Sharpe Ratio Comparison

The current TLTW Sharpe Ratio is 0.75, which is lower than the AJAN Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of TLTW and AJAN, 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


TLTWAJANDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.75

1.18

-0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.03

1.53

-1.56

Correlation

The correlation between TLTW and AJAN is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

TLTW vs. AJAN - Dividend Comparison

TLTW's dividend yield for the trailing twelve months is around 13.67%, while AJAN has not paid dividends to shareholders.


TTM2025202420232022
TLTW
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
13.67%14.82%14.47%19.59%8.71%
AJAN
Innovator Equity Defined Protection ETF - 2 Yr To January 2026
0.00%0.00%0.00%0.00%0.00%

Drawdowns

TLTW vs. AJAN - Drawdown Comparison

The maximum TLTW drawdown since its inception was -18.61%, which is greater than AJAN's maximum drawdown of -4.11%. Use the drawdown chart below to compare losses from any high point for TLTW and AJAN.


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Drawdown Indicators


TLTWAJANDifference

Max Drawdown

Largest peak-to-trough decline

-18.61%

-4.11%

-14.50%

Max Drawdown (1Y)

Largest decline over 1 year

-5.80%

-3.34%

-2.46%

Current Drawdown

Current decline from peak

-3.02%

-1.46%

-1.56%

Average Drawdown

Average peak-to-trough decline

-8.49%

-0.30%

-8.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.21%

0.63%

+1.58%

Volatility

TLTW vs. AJAN - Volatility Comparison

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) has a higher volatility of 3.46% compared to Innovator Equity Defined Protection ETF - 2 Yr To January 2026 (AJAN) at 1.38%. This indicates that TLTW's price experiences larger fluctuations and is considered to be riskier than AJAN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TLTWAJANDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.46%

1.38%

+2.08%

Volatility (6M)

Calculated over the trailing 6-month period

5.80%

1.72%

+4.08%

Volatility (1Y)

Calculated over the trailing 1-year period

8.88%

4.42%

+4.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.55%

3.86%

+7.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.55%

3.86%

+7.69%