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XISE vs. APRD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XISE vs. APRD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FT Cboe Vest U.S. Equity Buffer & Premium Income ETF – September (XISE) and Innovator Premium Income 10 Barrier ETF - April (APRD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


XISE

1D
-0.02%
1M
0.75%
YTD
3.00%
6M
3.75%
1Y
6.80%
3Y*
5Y*
10Y*

APRD

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XISE vs. APRD - Yearly Performance Comparison


XISE vs. APRD - Sectors Allocation Comparison


Sectors
XISE
APRD

Technology

36.2%
32.0%

Financial Services

11.9%
13.7%

Communication Services

10.9%
9.9%

Consumer Cyclical

10.1%
11.6%

Healthcare

8.4%
10.5%

Industrials

8.1%
7.4%

Consumer Defensive

4.9%
5.5%

Energy

3.5%
3.2%

Utilities

2.3%
2.5%

Real Estate

1.9%
2.1%

Basic Materials

1.8%
1.7%

Technology

XISE
36.2%
APRD
32.0%

Financial Services

XISE
11.9%
APRD
13.7%

Communication Services

XISE
10.9%
APRD
9.9%

Consumer Cyclical

XISE
10.1%
APRD
11.6%

Healthcare

XISE
8.4%
APRD
10.5%

Industrials

XISE
8.1%
APRD
7.4%

Consumer Defensive

XISE
4.9%
APRD
5.5%

Energy

XISE
3.5%
APRD
3.2%

Utilities

XISE
2.3%
APRD
2.5%

Real Estate

XISE
1.9%
APRD
2.1%

Basic Materials

XISE
1.8%
APRD
1.7%

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Return for Risk

XISE vs. APRD — Risk / Return Rank

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

XISE
XISE Risk / Return Rank: 8080
Overall Rank
XISE Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
XISE Sortino Ratio Rank: 8181
Sortino Ratio Rank
XISE Omega Ratio Rank: 8787
Omega Ratio Rank
XISE Calmar Ratio Rank: 7474
Calmar Ratio Rank
XISE Martin Ratio Rank: 9090
Martin Ratio Rank

APRD
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.

XISE vs. APRD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest U.S. Equity Buffer & Premium Income ETF – September (XISE) and Innovator Premium Income 10 Barrier ETF - April (APRD). 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.


XISEAPRDDifference

Sharpe ratio

Return per unit of total volatility

2.31

Sortino ratio

Return per unit of downside risk

3.59

Omega ratio

Gain probability vs. loss probability

1.53

Calmar ratio

Return relative to maximum drawdown

3.64

Martin ratio

Return relative to average drawdown

20.31

XISE vs. APRD - Sharpe Ratio Comparison


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Sharpe Ratios by Period


XISEAPRDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.31

Sharpe Ratio (All Time)

Calculated using the full available price history

1.39

Drawdowns

XISE vs. APRD - Drawdown Comparison

The maximum XISE drawdown since its inception was -6.17%, which is greater than APRD's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for XISE and APRD.


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Drawdown Indicators


XISEAPRDDifference

Max Drawdown

Largest peak-to-trough decline

-6.17%

0.00%

-6.17%

Max Drawdown (1Y)

Largest decline over 1 year

-1.88%

Current Drawdown

Current decline from peak

-0.02%

0.00%

-0.02%

Average Drawdown

Average peak-to-trough decline

-0.24%

0.00%

-0.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.34%

Volatility

XISE vs. APRD - Volatility Comparison


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Volatility by Period


XISEAPRDDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.37%

Volatility (6M)

Calculated over the trailing 6-month period

2.33%

Volatility (1Y)

Calculated over the trailing 1-year period

2.96%

0.00%

+2.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.92%

0.00%

+4.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.92%

0.00%

+4.92%

XISE vs. APRD - Expense Ratio Comparison

XISE has a 0.85% expense ratio, which is higher than APRD's 0.79% expense ratio.


Dividends

XISE vs. APRD - Dividend Comparison

XISE's dividend yield for the trailing twelve months is around 5.92%, while APRD has not paid dividends to shareholders.


Frequently Asked Questions


On fees, APRD is cheaper at 0.79% per year. The better choice depends on whether you care most about return, fees, risk, or income.

APRD is cheaper with a 0.79% expense ratio, compared with 0.85% for XISE.

XISE has the higher dividend yield at 5.92%, compared with 0.00% for APRD.

They also come from different issuers: FT Vest and Innovator. Their fees differ too: 0.85% for XISE and 0.79% for APRD.

Portfolio Optimizer

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