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BALT vs IGLB

Comparison between Innovator Defined Wealth Shield ETF (BALT, ETF) and ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGLB, ETF).

5-Year PerformanceBALT has outperformed IGLB, delivering a return of +5.9% compared to -1.9%

BALT vs IGLB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BALT
$2.50B
Winner
IGLB
$2.60B
Expense Ratio
BALT
0.69%
Winner
IGLB
0.04%
Max Drawdown
Winner
BALT
4.89%
IGLB
39.97%
Sharpe Ratio
Winner
BALT
1.40
IGLB
0.43
5Y Beta
Winner
BALT
0.20
IGLB
0.22
5Y Dividends CAGR
BALT
N/A
IGLB
3.01%

BALT vs IGLB - Historical Returns

Returns include dividend reinvestment.

1M
BALT
+0.38%
Winner
IGLB
+1.36%
3M
BALT
+1.79%
Winner
IGLB
+2.63%
6M
Winner
BALT
+3.00%
IGLB
+1.73%
1Y
Winner
BALT
+6.91%
IGLB
+6.09%
5Y(CAGR)
Winner
BALT
+5.92%
IGLB
-1.93%
10Y(CAGR)
BALT
N/A
IGLB
+2.21%
Max(CAGR)
Winner
BALT
+5.92%
IGLB
+4.34%

BALT vs IGLB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearBALTIGLB
2026+1.94%+1.41%
2025+6.57%+7.47%
2024+10.32%-0.58%
2023+7.61%+9.75%
2022+2.48%-24.20%
2021+0.82%-0.96%
2020N/A+12.71%
2019N/A+22.84%
2018N/A-6.19%
2017N/A+11.45%
2016N/A+9.78%
2015N/A-6.13%
2014N/A+15.38%
2013N/A-7.90%
2012N/A+12.74%
2011N/A+16.81%
2010N/A+10.32%
2009N/A-0.47%

BALT vs IGLB Drawdown Comparison

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

The maximum drawdown for IGLB was -34.13%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current IGLB drawdown is -13.34%.

RankBALTIGLB
#1-4.89%
Feb 20, 2025 - Jun 3, 2025
-34.13%
Sep 22, 2021 - Oct 24, 2022
#2-2.16%
Jan 4, 2022 - Jul 8, 2022
-27.72%
Mar 6, 2020 - Jul 9, 2020
#3-1.98%
Aug 25, 2022 - Nov 10, 2022
-14.42%
May 2, 2013 - May 15, 2014
#4-1.85%
Jul 16, 2024 - Aug 19, 2024
-11.20%
Jan 30, 2015 - Jun 8, 2016
#5-1.84%
Sep 14, 2023 - Nov 14, 2023
-10.23%
Aug 6, 2020 - Aug 4, 2021
#6-1.15%
Feb 25, 2026 - Apr 14, 2026
-9.70%
Dec 15, 2017 - Mar 28, 2019
#7-1.14%
Aug 30, 2024 - Sep 13, 2024
-9.22%
Jul 8, 2016 - Jun 20, 2017
#8-1.03%
Mar 28, 2024 - May 9, 2024
-7.48%
Aug 26, 2010 - May 17, 2011
#9-0.85%
Jul 31, 2023 - Aug 30, 2023
-5.13%
Nov 13, 2012 - May 1, 2013
#10-0.85%
Nov 11, 2025 - Nov 25, 2025
-4.94%
Aug 28, 2019 - Dec 13, 2019
#11-0.76%
Dec 16, 2024 - Dec 24, 2024
-4.40%
Nov 1, 2011 - Feb 27, 2012
#12-0.76%
Mar 6, 2023 - Mar 21, 2023
-4.33%
Aug 28, 2014 - Oct 14, 2014
#13-0.62%
Dec 11, 2025 - Dec 22, 2025
-4.20%
Aug 10, 2011 - Sep 21, 2011
#14-0.58%
Sep 27, 2021 - Oct 19, 2021
-3.89%
Feb 28, 2012 - May 3, 2012
#15-0.55%
Oct 8, 2025 - Oct 20, 2025
-3.85%
Sep 22, 2011 - Oct 25, 2011

Correlation

Correlation between BALT and IGLB is 0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

0.07
-101

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