BALT vs BCI

Comparison between Innovator Defined Wealth Shield ETF (BALT, ETF) and abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI, ETF).

5-Year PerformanceBCI has outperformed BALT, delivering a return of +11.8% compared to +5.9%

BALT vs BCI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BALT(ETF)	BCI(ETF)
Net Assets	$2.40B	$2.50B
Expense Ratio	0.69%	0.26%
Max Drawdown	4.89%	40.40%
Sharpe Ratio	1.68	2.03
5Y Beta	0.21	0.16
5Y Dividends CAGR	N/A	84.75%

Net Assets

BALT

$2.40B

Winner

BCI

$2.50B

Expense Ratio

BALT

0.69%

Winner

BCI

0.26%

Max Drawdown

Winner

BALT

4.89%

BCI

40.40%

Sharpe Ratio

BALT

1.68

Winner

BCI

2.03

5Y Beta

BALT

0.21

Winner

BCI

0.16

5Y Dividends CAGR

BALT

N/A

BCI

84.75%

BALT vs BCI - Historical Returns

Returns include dividend reinvestment.

Period	BALT	BCI
1 month	+0.82%	+7.55%
3 months	+0.74%	+19.67%
6 months	+2.81%	+30.28%
1 year	+7.10%	+43.12%
5 years(CAGR)	+5.91%	+11.80%
10 years(CAGR)	N/A	+7.85%
Max(CAGR)	+5.91%	+7.85%

BALT

+0.82%

Winner

BCI

+7.55%

BALT

+0.74%

Winner

BCI

+19.67%

BALT

+2.81%

Winner

BCI

+30.28%

BALT

+7.10%

Winner

BCI

+43.12%

5Y(CAGR)

BALT

+5.91%

Winner

BCI

+11.80%

10Y(CAGR)

BALT

N/A

BCI

+7.85%

Max(CAGR)

BALT

+5.91%

Winner

BCI

+7.85%

BALT vs BCI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	BALT	BCI
2026	+1.37%	+30.32%
2025	+6.57%	+14.07%
2024	+10.32%	+6.12%
2023	+7.61%	-6.42%
2022	+2.48%	+14.85%
2021	+0.82%	+25.51%
2020	N/A	-2.79%
2019	N/A	+7.26%
2018	N/A	-11.66%
2017	N/A	+2.93%

BALT vs BCI Drawdown Comparison

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

The maximum drawdown for BCI was -32.69%, occurring on Mar 18, 2020. Recovery took 735 trading sessions.

The current BALT drawdown is -0.06%. The current BCI drawdown is -0.12%.

Rank	BALT	BCI
#1	-4.89% Feb 20, 2025 - Jun 3, 2025	-32.69% May 23, 2018 - Apr 26, 2021
#2	-2.16% Jan 4, 2022 - Jul 8, 2022	-26.44% Jun 7, 2022 - Jan 23, 2026
#3	-1.98% Aug 25, 2022 - Nov 10, 2022	-11.67% Mar 8, 2022 - Apr 18, 2022
#4	-1.85% Jul 16, 2024 - Aug 19, 2024	-10.46% Oct 25, 2021 - Jan 27, 2022
#5	-1.84% Sep 14, 2023 - Nov 14, 2023	-8.26% Apr 18, 2022 - Jun 6, 2022
#6	-1.15% Feb 25, 2026 - Apr 14, 2026	-8.12% Apr 11, 2017 - Nov 2, 2017
#7	-1.14% Aug 30, 2024 - Sep 13, 2024	-7.61% Jan 29, 2026 - Mar 4, 2026
#8	-1.03% Mar 28, 2024 - May 9, 2024	-6.51% Jul 29, 2021 - Sep 13, 2021
#9	-0.85% Jul 31, 2023 - Aug 30, 2023	-5.69% Jan 26, 2018 - May 21, 2018
#10	-0.85% Nov 11, 2025 - Nov 25, 2025	-5.29% Jun 11, 2021 - Jul 2, 2021
#11	-0.76% Dec 16, 2024 - Dec 24, 2024	-5.09% Nov 6, 2017 - Dec 29, 2017
#12	-0.76% Mar 6, 2023 - Mar 21, 2023	-4.70% Mar 18, 2026 - Mar 30, 2026
#13	-0.62% Dec 11, 2025 - Dec 22, 2025	-4.41% Apr 6, 2026 - Apr 28, 2026
#14	-0.58% Sep 27, 2021 - Oct 19, 2021	-4.00% Sep 15, 2021 - Sep 27, 2021
#15	-0.55% Oct 8, 2025 - Oct 20, 2025	-3.62% May 11, 2021 - Jun 1, 2021