BALT vs CWI
Comparison between Innovator Defined Wealth Shield ETF (BALT, ETF) and SPDR(R) MSCI ACWI EX-US ETF (CWI, ETF).
5-Year PerformanceCWI has outperformed BALT, delivering a return of +9.0% compared to +5.9%
BALT vs CWI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BALT
$2.20B
Winner
CWI
$2.30B
Expense Ratio
BALT
0.69%
Winner
CWI
0.30%
Max Drawdown
Winner
BALT
4.89%
CWI
62.39%
Sharpe Ratio
BALT
1.74
Winner
CWI
1.88
5Y Beta
Winner
BALT
0.21
CWI
0.75
5Y Dividends CAGR
BALT
N/A
CWI
16.94%
BALT vs CWI - Historical Returns
Returns include dividend reinvestment.
1M
BALT
+0.89%
Winner
CWI
+4.67%
3M
BALT
+0.70%
Winner
CWI
+3.49%
6M
BALT
+3.17%
Winner
CWI
+16.31%
1Y
BALT
+7.68%
Winner
CWI
+35.69%
5Y(CAGR)
BALT
+5.92%
Winner
CWI
+8.97%
10Y(CAGR)
BALT
N/A
CWI
+10.09%
Max(CAGR)
Winner
BALT
+5.92%
CWI
+5.44%
BALT vs CWI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BALT | CWI |
|---|---|---|
| 2026 | +1.37% | +10.60% |
| 2025 | +6.57% | +32.76% |
| 2024 | +10.32% | +7.58% |
| 2023 | +7.61% | +15.05% |
| 2022 | +2.48% | -15.80% |
| 2021 | +0.82% | +8.00% |
| 2020 | N/A | +8.58% |
| 2019 | N/A | +22.09% |
| 2018 | N/A | -14.65% |
| 2017 | N/A | +25.95% |
| 2016 | N/A | +6.67% |
| 2015 | N/A | -4.94% |
| 2014 | N/A | -1.28% |
| 2013 | N/A | +12.22% |
| 2012 | N/A | +13.69% |
| 2011 | N/A | -14.44% |
| 2010 | N/A | +8.51% |
| 2009 | N/A | +35.42% |
| 2008 | N/A | -41.96% |
| 2007 | N/A | +15.36% |
BALT vs CWI Drawdown Comparison
The maximum drawdown for BALT was -4.89%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The maximum drawdown for CWI was -60.77%, occurring on Mar 9, 2009. Recovery took 1668 trading sessions.
The current BALT drawdown is -0.06%. The current CWI drawdown is -0.42%.
| Rank | BALT | CWI |
|---|---|---|
| #1 | -4.89% Feb 20, 2025 - Jun 3, 2025 | -60.77% Oct 31, 2007 - Jun 18, 2014 |
| #2 | -2.16% Jan 4, 2022 - Jul 8, 2022 | -34.64% Jan 26, 2018 - Nov 13, 2020 |
| #3 | -1.98% Aug 25, 2022 - Nov 10, 2022 | -29.42% Jun 14, 2021 - May 9, 2024 |
| #4 | -1.85% Jul 16, 2024 - Aug 19, 2024 | -25.24% Jul 3, 2014 - May 5, 2017 |
| #5 | -1.84% Sep 14, 2023 - Nov 14, 2023 | -13.85% Mar 19, 2025 - May 2, 2025 |
| #6 | -1.15% Feb 25, 2026 - Apr 14, 2026 | -12.72% Jul 13, 2007 - Oct 1, 2007 |
| #7 | -1.14% Aug 30, 2024 - Sep 13, 2024 | -11.47% Feb 25, 2026 - May 6, 2026 |
| #8 | -1.03% Mar 28, 2024 - May 9, 2024 | -9.50% Sep 26, 2024 - Mar 17, 2025 |
| #9 | -0.85% Jul 31, 2023 - Aug 30, 2023 | -8.03% Jul 12, 2024 - Aug 23, 2024 |
| #10 | -0.85% Nov 11, 2025 - Nov 25, 2025 | -7.91% Feb 26, 2007 - Apr 3, 2007 |
| #11 | -0.76% Dec 16, 2024 - Dec 24, 2024 | -4.96% Nov 12, 2025 - Dec 10, 2025 |
| #12 | -0.76% Mar 6, 2023 - Mar 21, 2023 | -4.92% Feb 16, 2021 - Apr 15, 2021 |
| #13 | -0.62% Dec 11, 2025 - Dec 22, 2025 | -4.58% Jan 21, 2021 - Feb 9, 2021 |
| #14 | -0.58% Sep 27, 2021 - Oct 19, 2021 | -4.21% Jul 23, 2025 - Aug 13, 2025 |
| #15 | -0.55% Oct 8, 2025 - Oct 20, 2025 | -3.82% Aug 23, 2024 - Sep 19, 2024 |
Correlation
Correlation between BALT and CWI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
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