ARTY vs BALT

Comparison between ISHARES FUTURE AI & TECH ETF (ARTY, ETF) and Innovator Defined Wealth Shield ETF (BALT, ETF).

5-Year PerformanceARTY has outperformed BALT, delivering a return of +11.2% compared to +5.9%

ARTY vs BALT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ARTY(ETF)	BALT(ETF)
Net Assets	$2.10B	$2.20B
Expense Ratio	0.47%	0.69%
Max Drawdown	55.76%	4.89%
Sharpe Ratio	2.49	1.74
5Y Beta	1.55	0.21
P/E Ratio	62.29	N/A
Forward P/E	24.21	N/A
PEG Ratio	0.27	N/A
5Y Dividends CAGR	8.09%	N/A
Debt to Equity	83.43%	N/A
P/S Ratio	7.22	N/A
P/B Ratio	10.52	N/A

Net Assets

ARTY

$2.10B

Winner

BALT

$2.20B

Expense Ratio

Winner

ARTY

0.47%

BALT

0.69%

Max Drawdown

ARTY

55.76%

Winner

BALT

4.89%

Sharpe Ratio

Winner

ARTY

2.49

BALT

1.74

5Y Beta

ARTY

1.55

Winner

BALT

0.21

P/E Ratio

ARTY

62.29

BALT

N/A

Forward P/E

ARTY

24.21

BALT

N/A

PEG Ratio

ARTY

0.27

BALT

N/A

5Y Dividends CAGR

ARTY

8.09%

BALT

N/A

Debt to Equity

ARTY

83.43%

BALT

N/A

P/S Ratio

ARTY

7.22

BALT

N/A

P/B Ratio

ARTY

10.52

BALT

N/A

ARTY vs BALT - Historical Returns

Returns include dividend reinvestment.

Period	ARTY	BALT
1 month	+34.37%	+0.89%
3 months	+32.19%	+0.70%
6 months	+41.93%	+3.17%
1 year	+98.78%	+7.68%
5 years(CAGR)	+11.22%	+5.92%
Max(CAGR)	+15.38%	+5.92%

Winner

ARTY

+34.37%

BALT

+0.89%

Winner

ARTY

+32.19%

BALT

+0.70%

Winner

ARTY

+41.93%

BALT

+3.17%

Winner

ARTY

+98.78%

BALT

+7.68%

5Y(CAGR)

Winner

ARTY

+11.22%

BALT

+5.92%

Max(CAGR)

Winner

ARTY

+15.38%

BALT

+5.92%

ARTY vs BALT - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	ARTY	BALT
2026	+37.81%	+1.37%
2025	+29.45%	+6.57%
2024	+10.75%	+10.32%
2023	+35.02%	+7.61%
2022	-38.41%	+2.48%
2021	+6.59%	+0.82%
2020	+45.71%	N/A
2019	+33.74%	N/A
2018	-14.31%	N/A

ARTY vs BALT Drawdown Comparison

The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.

The maximum drawdown for BALT was -4.89%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.

The current BALT drawdown is -0.06%.

Rank	ARTY	BALT
#1	-54.49% Feb 16, 2021 - Oct 8, 2025	-4.89% Feb 20, 2025 - Jun 3, 2025
#2	-32.23% Feb 12, 2020 - Jun 5, 2020	-2.16% Jan 4, 2022 - Jul 8, 2022
#3	-24.26% Sep 26, 2018 - Apr 3, 2019	-1.98% Aug 25, 2022 - Nov 10, 2022
#4	-18.81% Jan 28, 2026 - Apr 14, 2026	-1.85% Jul 16, 2024 - Aug 19, 2024
#5	-14.10% Oct 29, 2025 - Jan 16, 2026	-1.84% Sep 14, 2023 - Nov 14, 2023
#6	-13.00% Apr 23, 2019 - Nov 5, 2019	-1.15% Feb 25, 2026 - Apr 14, 2026
#7	-8.95% Sep 2, 2020 - Nov 4, 2020	-1.14% Aug 30, 2024 - Sep 13, 2024
#8	-6.09% Jan 17, 2020 - Feb 12, 2020	-1.03% Mar 28, 2024 - May 9, 2024
#9	-5.05% Jun 8, 2020 - Jun 17, 2020	-0.85% Jul 31, 2023 - Aug 30, 2023
#10	-4.78% Oct 9, 2025 - Oct 27, 2025	-0.85% Nov 11, 2025 - Nov 25, 2025
#11	-4.58% Jul 25, 2018 - Aug 24, 2018	-0.76% Dec 16, 2024 - Dec 24, 2024
#12	-3.62% Apr 24, 2026 - May 1, 2026	-0.76% Mar 6, 2023 - Mar 21, 2023
#13	-3.51% Jan 26, 2021 - Feb 2, 2021	-0.62% Dec 11, 2025 - Dec 22, 2025
#14	-3.04% Aug 29, 2018 - Sep 26, 2018	-0.58% Sep 27, 2021 - Oct 19, 2021
#15	-3.01% Nov 6, 2020 - Nov 16, 2020	-0.55% Oct 8, 2025 - Oct 20, 2025