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BALT vs DIVI

Comparison between Innovator Defined Wealth Shield ETF (BALT, ETF) and FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX ETF (DIVI, ETF).

5-Year PerformanceDIVI has outperformed BALT, delivering a return of +13.4% compared to +6.0%

BALT vs DIVI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BALT
$2.60B
DIVI
$2.60B
Expense Ratio
BALT
0.69%
Winner
DIVI
0.09%
Max Drawdown
Winner
BALT
4.89%
DIVI
27.76%
Sharpe Ratio
Winner
BALT
1.36
DIVI
1.32
5Y Beta
Winner
BALT
0.20
DIVI
0.71
5Y Dividends CAGR
BALT
N/A
DIVI
3.92%

BALT vs DIVI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BALT
+0.55%
DIVI
-0.06%
3M
BALT
+1.71%
Winner
DIVI
+2.31%
6M
BALT
+2.36%
Winner
DIVI
+8.65%
1Y
BALT
+6.83%
Winner
DIVI
+25.47%
5Y(CAGR)
BALT
+5.99%
Winner
DIVI
+13.37%
10Y(CAGR)
BALT
N/A
DIVI
+10.96%
Max(CAGR)
BALT
+5.95%
Winner
DIVI
+10.86%

BALT vs DIVI - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

YearBALTDIVI
2026+2.59%+10.83%
2025+6.57%+35.56%
2024+10.32%+2.87%
2023+7.61%+18.29%
2022+2.48%-1.79%
2021+0.82%+15.90%
2020N/A+0.43%
2019N/A+23.88%
2018N/A-6.31%
2017N/A+12.37%
2016N/A+1.13%

BALT vs DIVI Drawdown Comparison

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

The maximum drawdown for DIVI was -27.76%, occurring on Mar 12, 2020. Recovery took 223 trading sessions.

The current DIVI drawdown is -0.83%.

RankBALTDIVI
#1-4.89%
Feb 20, 2025 - Jun 3, 2025
-27.76%
Feb 19, 2020 - Jan 6, 2021
#2-2.16%
Jan 4, 2022 - Jul 8, 2022
-18.49%
Jan 4, 2022 - Dec 1, 2022
#3-1.98%
Aug 25, 2022 - Nov 10, 2022
-14.58%
Mar 19, 2025 - May 2, 2025
#4-1.85%
Jul 16, 2024 - Aug 19, 2024
-11.78%
Jul 30, 2018 - Mar 15, 2019
#5-1.84%
Sep 14, 2023 - Nov 14, 2023
-11.19%
Jul 28, 2023 - Dec 13, 2023
#6-1.15%
Feb 25, 2026 - Apr 14, 2026
-10.88%
Dec 20, 2016 - Oct 10, 2017
#7-1.14%
Aug 30, 2024 - Sep 13, 2024
-10.53%
Feb 25, 2026 - May 6, 2026
#8-1.03%
Mar 28, 2024 - May 9, 2024
-10.37%
Sep 26, 2024 - Mar 5, 2025
#9-0.85%
Jul 31, 2023 - Aug 30, 2023
-8.88%
Jan 9, 2018 - Jul 30, 2018
#10-0.85%
Nov 11, 2025 - Nov 25, 2025
-7.72%
Jul 12, 2024 - Aug 21, 2024
#11-0.76%
Dec 16, 2024 - Dec 24, 2024
-7.66%
Feb 1, 2023 - Apr 12, 2023
#12-0.76%
Mar 6, 2023 - Mar 21, 2023
-7.55%
Jun 3, 2016 - Jul 13, 2016
#13-0.62%
Dec 11, 2025 - Dec 22, 2025
-6.65%
Sep 7, 2021 - Nov 19, 2021
#14-0.58%
Sep 27, 2021 - Oct 19, 2021
-5.91%
Jul 29, 2019 - Sep 10, 2019
#15-0.55%
Oct 8, 2025 - Oct 20, 2025
-5.46%
Aug 12, 2016 - Dec 16, 2016

Correlation

Correlation between BALT and DIVI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

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