BALT vs DFGP
Comparison between Innovator Defined Wealth Shield ETF (BALT, ETF) and DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF (DFGP, ETF).
BALT vs DFGP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BALT
$2.20B
Winner
DFGP
$2.30B
Expense Ratio
BALT
0.69%
Winner
DFGP
0.22%
Max Drawdown
Winner
BALT
4.89%
DFGP
5.75%
Sharpe Ratio
Winner
BALT
1.74
DFGP
0.43
5Y Beta
BALT
0.21
Winner
DFGP
0.06
BALT vs DFGP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BALT
+0.89%
DFGP
+0.33%
3M
Winner
BALT
+0.70%
DFGP
+0.05%
6M
Winner
BALT
+3.17%
DFGP
+1.09%
1Y
Winner
BALT
+7.68%
DFGP
+5.92%
5Y(CAGR)
BALT
+5.92%
DFGP
N/A
Max(CAGR)
BALT
+5.92%
Winner
DFGP
+6.81%
BALT vs DFGP - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BALT | DFGP |
|---|---|---|
| 2026 | +1.37% | +1.12% |
| 2025 | +6.57% | +5.82% |
| 2024 | +10.32% | +4.20% |
| 2023 | +7.61% | +6.24% |
| 2022 | +2.48% | N/A |
| 2021 | +0.82% | N/A |
BALT vs DFGP Drawdown Comparison
The maximum drawdown for BALT was -4.89%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The maximum drawdown for DFGP was -3.24%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current BALT drawdown is -0.06%. The current DFGP drawdown is -1.01%.
| Rank | BALT | DFGP |
|---|---|---|
| #1 | -4.89% Feb 20, 2025 - Jun 3, 2025 | -3.24% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -2.16% Jan 4, 2022 - Jul 8, 2022 | -3.04% Sep 16, 2024 - Feb 26, 2025 |
| #3 | -1.98% Aug 25, 2022 - Nov 10, 2022 | -2.71% Mar 3, 2025 - Jun 4, 2025 |
| #4 | -1.85% Jul 16, 2024 - Aug 19, 2024 | -2.27% Mar 28, 2024 - Jun 4, 2024 |
| #5 | -1.84% Sep 14, 2023 - Nov 14, 2023 | -1.92% Feb 1, 2024 - Mar 27, 2024 |
| #6 | -1.15% Feb 25, 2026 - Apr 14, 2026 | -1.36% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -1.14% Aug 30, 2024 - Sep 13, 2024 | -1.31% Jun 25, 2024 - Jul 10, 2024 |
| #8 | -1.03% Mar 28, 2024 - May 9, 2024 | -1.14% Oct 27, 2025 - Jan 29, 2026 |
| #9 | -0.85% Jul 31, 2023 - Aug 30, 2023 | -0.94% Jul 1, 2025 - Jul 29, 2025 |
| #10 | -0.85% Nov 11, 2025 - Nov 25, 2025 | -0.89% Aug 2, 2024 - Aug 14, 2024 |
| #11 | -0.76% Dec 16, 2024 - Dec 24, 2024 | -0.88% Jun 6, 2024 - Jun 13, 2024 |
| #12 | -0.76% Mar 6, 2023 - Mar 21, 2023 | -0.62% Jul 16, 2024 - Jul 29, 2024 |
| #13 | -0.62% Dec 11, 2025 - Dec 22, 2025 | -0.61% Nov 8, 2023 - Nov 14, 2023 |
| #14 | -0.58% Sep 27, 2021 - Oct 19, 2021 | -0.59% Jun 4, 2025 - Jun 11, 2025 |
| #15 | -0.55% Oct 8, 2025 - Oct 20, 2025 | -0.56% Aug 23, 2024 - Sep 4, 2024 |
Correlation
Correlation between BALT and DFGP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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