BALT vs EQWL

Comparison between Innovator Defined Wealth Shield ETF (BALT, ETF) and INVESCO S&P 100 EQUAL WEIGHT ETF (EQWL, ETF).

5-Year PerformanceEQWL has outperformed BALT, delivering a return of +11.9% compared to +5.9%

BALT vs EQWL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BALT(ETF)	EQWL(ETF)
Net Assets	$2.50B	$2.60B
Expense Ratio	0.69%	0.25%
Max Drawdown	4.89%	50.05%
Sharpe Ratio	1.40	1.50
5Y Beta	0.20	0.77
P/E Ratio	N/A	24.41
Forward P/E	N/A	18.87
PEG Ratio	N/A	0.52
5Y Dividends CAGR	N/A	7.91%
5Y EPS CAGR	N/A	13.16%
Debt to Equity	N/A	75.88%
P/S Ratio	N/A	2.87
P/B Ratio	N/A	4.39

Net Assets

BALT

$2.50B

Winner

EQWL

$2.60B

Expense Ratio

BALT

0.69%

Winner

EQWL

0.25%

Max Drawdown

Winner

BALT

4.89%

EQWL

50.05%

Sharpe Ratio

BALT

1.40

Winner

EQWL

1.50

5Y Beta

Winner

BALT

0.20

EQWL

0.77

P/E Ratio

BALT

N/A

EQWL

24.41

Forward P/E

BALT

N/A

EQWL

18.87

PEG Ratio

BALT

N/A

EQWL

0.52

5Y Dividends CAGR

BALT

N/A

EQWL

7.91%

5Y EPS CAGR

BALT

N/A

EQWL

13.16%

Debt to Equity

BALT

N/A

EQWL

75.88%

P/S Ratio

BALT

N/A

EQWL

2.87

P/B Ratio

BALT

N/A

EQWL

4.39

BALT vs EQWL - Historical Returns

Returns include dividend reinvestment.

Period	BALT	EQWL
1 month	+0.38%	+2.88%
3 months	+1.79%	+10.11%
6 months	+3.00%	+9.16%
1 year	+6.91%	+20.70%
5 years(CAGR)	+5.92%	+11.87%
10 years(CAGR)	N/A	+14.69%
Max(CAGR)	+5.92%	+10.75%

BALT

+0.38%

Winner

EQWL

+2.88%

BALT

+1.79%

Winner

EQWL

+10.11%

BALT

+3.00%

Winner

EQWL

+9.16%

BALT

+6.91%

Winner

EQWL

+20.70%

5Y(CAGR)

BALT

+5.92%

Winner

EQWL

+11.87%

10Y(CAGR)

BALT

N/A

EQWL

+14.69%

Max(CAGR)

BALT

+5.92%

Winner

EQWL

+10.75%

BALT vs EQWL - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	BALT	EQWL
2026	+1.94%	+9.02%
2025	+6.57%	+17.96%
2024	+10.32%	+18.86%
2023	+7.61%	+19.22%
2022	+2.48%	-11.98%
2021	+0.82%	+29.98%
2020	N/A	+13.02%
2019	N/A	+29.24%
2018	N/A	-6.49%
2017	N/A	+23.46%
2016	N/A	+15.52%
2015	N/A	-1.56%
2014	N/A	+16.02%
2013	N/A	+32.97%
2012	N/A	+10.13%
2011	N/A	+2.17%
2010	N/A	+12.49%
2009	N/A	+16.54%
2008	N/A	-32.23%
2007	N/A	+10.04%
2006	N/A	+2.55%

BALT vs EQWL Drawdown Comparison

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

The maximum drawdown for EQWL was -49.37%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.

The current EQWL drawdown is -0.19%.

Rank	BALT	EQWL
#1	-4.89% Feb 20, 2025 - Jun 3, 2025	-49.37% Oct 12, 2007 - Mar 15, 2012
#2	-2.16% Jan 4, 2022 - Jul 8, 2022	-34.29% Feb 12, 2020 - Sep 2, 2020
#3	-1.98% Aug 25, 2022 - Nov 10, 2022	-23.00% Jan 4, 2022 - Dec 11, 2023
#4	-1.85% Jul 16, 2024 - Aug 19, 2024	-18.06% Sep 21, 2018 - Apr 8, 2019
#5	-1.84% Sep 14, 2023 - Nov 14, 2023	-16.08% May 20, 2015 - Jun 6, 2016
#6	-1.15% Feb 25, 2026 - Apr 14, 2026	-14.96% Feb 19, 2025 - Jun 10, 2025
#7	-1.14% Aug 30, 2024 - Sep 13, 2024	-10.33% Jul 19, 2007 - Oct 1, 2007
#8	-1.03% Mar 28, 2024 - May 9, 2024	-10.13% Jan 26, 2018 - Aug 27, 2018
#9	-0.85% Jul 31, 2023 - Aug 30, 2023	-8.62% Sep 19, 2014 - Nov 5, 2014
#10	-0.85% Nov 11, 2025 - Nov 25, 2025	-7.86% Sep 2, 2020 - Nov 9, 2020
#11	-0.76% Dec 16, 2024 - Dec 24, 2024	-7.77% Feb 6, 2026 - Apr 30, 2026
#12	-0.76% Mar 6, 2023 - Mar 21, 2023	-7.58% May 1, 2012 - Jul 19, 2012
#13	-0.62% Dec 11, 2025 - Dec 22, 2025	-7.41% Oct 18, 2012 - Jan 3, 2013
#14	-0.58% Sep 27, 2021 - Oct 19, 2021	-6.82% Apr 30, 2019 - Jun 20, 2019
#15	-0.55% Oct 8, 2025 - Oct 20, 2025	-6.52% Jan 15, 2014 - Mar 4, 2014