StockComparison Logo
vs

BALT vs BSCU

Comparison between Innovator Defined Wealth Shield ETF (BALT, ETF) and INVESCO BULLETSHARES 2030 CORPORATE BOND ETF (BSCU, ETF).

5-Year PerformanceBALT has outperformed BSCU, delivering a return of +5.9% compared to +1.0%

BALT vs BSCU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BALT
$2.40B
Winner
BSCU
$2.50B
Expense Ratio
BALT
0.69%
Winner
BSCU
0.10%
Max Drawdown
Winner
BALT
4.89%
BSCU
25.29%
Sharpe Ratio
Winner
BALT
1.68
BSCU
0.67
5Y Beta
BALT
0.21
Winner
BSCU
0.06
5Y Dividends CAGR
BALT
N/A
BSCU
34.73%

BALT vs BSCU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BALT
+0.82%
BSCU
+0.13%
3M
Winner
BALT
+0.74%
BSCU
-0.14%
6M
Winner
BALT
+2.81%
BSCU
+1.02%
1Y
Winner
BALT
+7.10%
BSCU
+5.99%
5Y(CAGR)
Winner
BALT
+5.91%
BSCU
+1.03%
Max(CAGR)
Winner
BALT
+5.91%
BSCU
+0.41%

BALT vs BSCU - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearBALTBSCU
2026+1.37%+0.38%
2025+6.57%+8.18%
2024+10.32%+3.65%
2023+7.61%+7.83%
2022+2.48%-14.41%
2021+0.82%-2.74%
2020N/A+2.07%

BALT vs BSCU Drawdown Comparison

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

The maximum drawdown for BSCU was -22.34%, occurring on Oct 20, 2022. Recovery took 1252 trading sessions.

The current BALT drawdown is -0.06%. The current BSCU drawdown is -0.85%.

RankBALTBSCU
#1-4.89%
Feb 20, 2025 - Jun 3, 2025
-22.34%
Dec 31, 2020 - Dec 26, 2025
#2-2.16%
Jan 4, 2022 - Jul 8, 2022
-2.08%
Feb 27, 2026 - Mar 26, 2026
#3-1.98%
Aug 25, 2022 - Nov 10, 2022
-1.40%
Sep 18, 2020 - Nov 4, 2020
#4-1.85%
Jul 16, 2024 - Aug 19, 2024
-0.82%
Nov 30, 2020 - Dec 24, 2020
#5-1.84%
Sep 14, 2023 - Nov 14, 2023
-0.70%
Nov 5, 2020 - Nov 16, 2020
#6-1.15%
Feb 25, 2026 - Apr 14, 2026
-0.40%
Dec 29, 2025 - Jan 29, 2026
#7-1.14%
Aug 30, 2024 - Sep 13, 2024
-0.21%
Jan 30, 2026 - Feb 5, 2026
#8-1.03%
Mar 28, 2024 - May 9, 2024
-0.15%
Nov 19, 2020 - Nov 24, 2020
#9-0.85%
Jul 31, 2023 - Aug 30, 2023
-0.15%
Feb 23, 2026 - Feb 27, 2026
#10-0.85%
Nov 11, 2025 - Nov 25, 2025
-0.12%
Feb 10, 2026 - Feb 12, 2026
#11-0.76%
Dec 16, 2024 - Dec 24, 2024
-0.06%
Feb 17, 2026 - Feb 20, 2026
#12-0.76%
Mar 6, 2023 - Mar 21, 2023
-0.05%
Feb 5, 2026 - Feb 9, 2026
#13-0.62%
Dec 11, 2025 - Dec 22, 2025
N/A
#14-0.58%
Sep 27, 2021 - Oct 19, 2021
N/A
#15-0.55%
Oct 8, 2025 - Oct 20, 2025
N/A

Correlation

Correlation between BALT and BSCU is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63
-101

Select Stocks to Compare