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UDEC vs. BDEC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between UDEC and BDEC is 0.90, 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.


-0.50.00.51.00.9

Performance

UDEC vs. BDEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Innovator U.S. Equity Ultra Buffer ETF - December (UDEC) and Innovator U.S. Equity Buffer ETF - December (BDEC). The values are adjusted to include any dividend payments, if applicable.

-1.00%0.00%1.00%2.00%3.00%4.00%SeptemberOctoberNovemberDecember2025February
3.39%
4.36%
UDEC
BDEC

Key characteristics

Sharpe Ratio

UDEC:

1.95

BDEC:

1.89

Sortino Ratio

UDEC:

2.60

BDEC:

2.56

Omega Ratio

UDEC:

1.43

BDEC:

1.40

Calmar Ratio

UDEC:

3.39

BDEC:

3.04

Martin Ratio

UDEC:

16.07

BDEC:

14.04

Ulcer Index

UDEC:

0.59%

BDEC:

0.88%

Daily Std Dev

UDEC:

4.89%

BDEC:

6.60%

Max Drawdown

UDEC:

-13.37%

BDEC:

-25.60%

Current Drawdown

UDEC:

-0.19%

BDEC:

0.00%

Returns By Period

In the year-to-date period, UDEC achieves a 2.14% return, which is significantly lower than BDEC's 2.92% return.


UDEC

YTD

2.14%

1M

0.97%

6M

3.40%

1Y

9.36%

5Y*

5.81%

10Y*

N/A

BDEC

YTD

2.92%

1M

1.49%

6M

4.36%

1Y

12.22%

5Y*

9.91%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


UDEC vs. BDEC - Expense Ratio Comparison

Both UDEC and BDEC have an expense ratio of 0.79%.


UDEC
Innovator U.S. Equity Ultra Buffer ETF - December
Expense ratio chart for UDEC: current value at 0.79% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.79%
Expense ratio chart for BDEC: current value at 0.79% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.79%

Risk-Adjusted Performance

UDEC vs. BDEC — Risk-Adjusted Performance Rank

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

UDEC
The Risk-Adjusted Performance Rank of UDEC is 8484
Overall Rank
The Sharpe Ratio Rank of UDEC is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of UDEC is 7575
Sortino Ratio Rank
The Omega Ratio Rank of UDEC is 8888
Omega Ratio Rank
The Calmar Ratio Rank of UDEC is 8686
Calmar Ratio Rank
The Martin Ratio Rank of UDEC is 9191
Martin Ratio Rank

BDEC
The Risk-Adjusted Performance Rank of BDEC is 8080
Overall Rank
The Sharpe Ratio Rank of BDEC is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of BDEC is 7373
Sortino Ratio Rank
The Omega Ratio Rank of BDEC is 8484
Omega Ratio Rank
The Calmar Ratio Rank of BDEC is 8181
Calmar Ratio Rank
The Martin Ratio Rank of BDEC is 8787
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

UDEC vs. BDEC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Innovator U.S. Equity Ultra Buffer ETF - December (UDEC) and Innovator U.S. Equity Buffer ETF - December (BDEC). 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.


Sharpe ratio
The chart of Sharpe ratio for UDEC, currently valued at 1.95, compared to the broader market0.002.004.001.951.89
The chart of Sortino ratio for UDEC, currently valued at 2.60, compared to the broader market0.005.0010.002.602.56
The chart of Omega ratio for UDEC, currently valued at 1.43, compared to the broader market0.501.001.502.002.503.001.431.40
The chart of Calmar ratio for UDEC, currently valued at 3.39, compared to the broader market0.005.0010.0015.0020.003.393.04
The chart of Martin ratio for UDEC, currently valued at 16.07, compared to the broader market0.0020.0040.0060.0080.00100.00120.0016.0714.04
UDEC
BDEC

The current UDEC Sharpe Ratio is 1.95, which is comparable to the BDEC Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of UDEC and BDEC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio2.002.503.003.504.004.50SeptemberOctoberNovemberDecember2025February
1.95
1.89
UDEC
BDEC

Dividends

UDEC vs. BDEC - Dividend Comparison

Neither UDEC nor BDEC has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

UDEC vs. BDEC - Drawdown Comparison

The maximum UDEC drawdown since its inception was -13.37%, smaller than the maximum BDEC drawdown of -25.60%. Use the drawdown chart below to compare losses from any high point for UDEC and BDEC. For additional features, visit the drawdowns tool.


-3.00%-2.50%-2.00%-1.50%-1.00%-0.50%0.00%SeptemberOctoberNovemberDecember2025February
-0.19%
0
UDEC
BDEC

Volatility

UDEC vs. BDEC - Volatility Comparison

The current volatility for Innovator U.S. Equity Ultra Buffer ETF - December (UDEC) is 1.95%, while Innovator U.S. Equity Buffer ETF - December (BDEC) has a volatility of 2.14%. This indicates that UDEC experiences smaller price fluctuations and is considered to be less risky than BDEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%SeptemberOctoberNovemberDecember2025February
1.95%
2.14%
UDEC
BDEC
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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