BALT vs DTCR
Comparison between Innovator Defined Wealth Shield ETF (BALT, ETF) and GLOBAL X DATA CENTER & DIGITAL INFRASTRUCTURE ETF (DTCR, ETF).
5-Year PerformanceDTCR has outperformed BALT, delivering a return of +12.0% compared to +6.0%
BALT vs DTCR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BALT
$2.60B
DTCR
$2.60B
Expense Ratio
BALT
0.69%
Winner
DTCR
0.50%
Max Drawdown
Winner
BALT
4.89%
DTCR
39.60%
Sharpe Ratio
BALT
1.36
Winner
DTCR
1.82
5Y Beta
Winner
BALT
0.20
DTCR
0.94
P/E Ratio
BALT
N/A
DTCR
24.88
Forward P/E
BALT
N/A
DTCR
27.36
PEG Ratio
BALT
N/A
DTCR
0.05
5Y Dividends CAGR
BALT
N/A
DTCR
16.83%
5Y EPS CAGR
BALT
N/A
DTCR
20.05%
Debt to Equity
BALT
N/A
DTCR
178.67%
P/S Ratio
BALT
N/A
DTCR
2.69
P/B Ratio
BALT
N/A
DTCR
5.86
BALT vs DTCR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BALT
+0.55%
DTCR
-10.29%
3M
BALT
+1.71%
Winner
DTCR
+5.51%
6M
BALT
+2.36%
Winner
DTCR
+22.22%
1Y
BALT
+6.83%
Winner
DTCR
+54.35%
5Y(CAGR)
BALT
+5.99%
Winner
DTCR
+12.00%
Max(CAGR)
BALT
+5.95%
Winner
DTCR
+13.93%
BALT vs DTCR - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BALT | DTCR |
|---|---|---|
| 2026 | +2.59% | +30.46% |
| 2025 | +6.57% | +28.66% |
| 2024 | +10.32% | +15.68% |
| 2023 | +7.61% | +17.13% |
| 2022 | +2.48% | -30.34% |
| 2021 | +0.82% | +22.39% |
| 2020 | N/A | +5.80% |
BALT vs DTCR Drawdown Comparison
The maximum drawdown for BALT was -4.89%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The maximum drawdown for DTCR was -38.98%, occurring on Oct 14, 2022. Recovery took 710 trading sessions.
The current DTCR drawdown is -11.78%.
| Rank | BALT | DTCR |
|---|---|---|
| #1 | -4.89% Feb 20, 2025 - Jun 3, 2025 | -38.98% Dec 30, 2021 - Oct 28, 2024 |
| #2 | -2.16% Jan 4, 2022 - Jul 8, 2022 | -24.96% Feb 20, 2025 - Jul 17, 2025 |
| #3 | -1.98% Aug 25, 2022 - Nov 10, 2022 | -12.89% Oct 27, 2025 - Jan 6, 2026 |
| #4 | -1.85% Jul 16, 2024 - Aug 19, 2024 | -12.86% Feb 2, 2021 - Apr 23, 2021 |
| #5 | -1.84% Sep 14, 2023 - Nov 14, 2023 | -12.62% Jun 22, 2026 - Jul 7, 2026 |
| #6 | -1.15% Feb 25, 2026 - Apr 14, 2026 | -12.06% Sep 3, 2021 - Dec 28, 2021 |
| #7 | -1.14% Aug 30, 2024 - Sep 13, 2024 | -12.02% Feb 13, 2026 - Apr 10, 2026 |
| #8 | -1.03% Mar 28, 2024 - May 9, 2024 | -8.61% Oct 28, 2024 - Feb 11, 2025 |
| #9 | -0.85% Jul 31, 2023 - Aug 30, 2023 | -7.43% Jun 2, 2026 - Jun 22, 2026 |
| #10 | -0.85% Nov 11, 2025 - Nov 25, 2025 | -6.93% Jan 28, 2026 - Feb 11, 2026 |
| #11 | -0.76% Dec 16, 2024 - Dec 24, 2024 | -6.65% Apr 28, 2021 - Jun 2, 2021 |
| #12 | -0.76% Mar 6, 2023 - Mar 21, 2023 | -6.20% Jul 23, 2025 - Sep 11, 2025 |
| #13 | -0.62% Dec 11, 2025 - Dec 22, 2025 | -5.29% Nov 6, 2020 - Dec 31, 2020 |
| #14 | -0.58% Sep 27, 2021 - Oct 19, 2021 | -4.37% May 11, 2026 - May 26, 2026 |
| #15 | -0.55% Oct 8, 2025 - Oct 20, 2025 | -3.24% Oct 20, 2025 - Oct 24, 2025 |
Correlation
Correlation between BALT and DTCR is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
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