BALT vs IXC
Comparison between Innovator Defined Wealth Shield ETF (BALT, ETF) and ISHARES GLOBAL ENERGY ETF (IXC, ETF).
5-Year PerformanceIXC has outperformed BALT, delivering a return of +19.2% compared to +5.9%
BALT vs IXC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BALT
$2.50B
IXC
$2.50B
Expense Ratio
BALT
0.69%
Winner
IXC
0.40%
Max Drawdown
Winner
BALT
4.89%
IXC
76.12%
Sharpe Ratio
BALT
1.40
Winner
IXC
1.69
5Y Beta
Winner
BALT
0.20
IXC
0.48
P/E Ratio
BALT
N/A
IXC
20.44
Forward P/E
BALT
N/A
IXC
11.75
PEG Ratio
BALT
N/A
IXC
0.72
5Y Dividends CAGR
BALT
N/A
IXC
-0.65%
P/S Ratio
BALT
N/A
IXC
1.39
P/B Ratio
BALT
N/A
IXC
2.37
BALT vs IXC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BALT
+0.38%
IXC
-1.22%
3M
Winner
BALT
+1.79%
IXC
+0.73%
6M
BALT
+3.00%
Winner
IXC
+28.92%
1Y
BALT
+6.91%
Winner
IXC
+39.02%
5Y(CAGR)
BALT
+5.92%
Winner
IXC
+19.16%
10Y(CAGR)
BALT
N/A
IXC
+9.98%
Max(CAGR)
BALT
+5.92%
Winner
IXC
+8.39%
BALT vs IXC - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | BALT | IXC |
|---|---|---|
| 2026 | +1.94% | +26.42% |
| 2025 | +6.57% | +12.88% |
| 2024 | +10.32% | +1.20% |
| 2023 | +7.61% | +7.37% |
| 2022 | +2.48% | +44.60% |
| 2021 | +0.82% | +40.41% |
| 2020 | N/A | -31.49% |
| 2019 | N/A | +10.53% |
| 2018 | N/A | -16.17% |
| 2017 | N/A | +4.28% |
| 2016 | N/A | +28.34% |
| 2015 | N/A | -22.09% |
| 2014 | N/A | -10.58% |
| 2013 | N/A | +13.54% |
| 2012 | N/A | +0.31% |
| 2011 | N/A | -0.76% |
| 2010 | N/A | +8.40% |
| 2009 | N/A | +18.92% |
| 2008 | N/A | -37.05% |
| 2007 | N/A | +33.58% |
| 2006 | N/A | +16.60% |
| 2005 | N/A | +32.98% |
| 2004 | N/A | +25.83% |
| 2003 | N/A | +26.84% |
| 2002 | N/A | -4.39% |
| 2001 | N/A | +8.39% |
BALT vs IXC Drawdown Comparison
The maximum drawdown for BALT was -4.89%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The maximum drawdown for IXC was -67.90%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.
The current IXC drawdown is -7.04%.
| Rank | BALT | IXC |
|---|---|---|
| #1 | -4.89% Feb 20, 2025 - Jun 3, 2025 | -67.90% Jun 23, 2014 - Mar 25, 2022 |
| #2 | -2.16% Jan 4, 2022 - Jul 8, 2022 | -55.80% May 21, 2008 - May 2, 2014 |
| #3 | -1.98% Aug 25, 2022 - Nov 10, 2022 | -24.90% Jun 8, 2022 - Nov 15, 2022 |
| #4 | -1.85% Jul 16, 2024 - Aug 19, 2024 | -24.11% Apr 2, 2002 - Dec 9, 2003 |
| #5 | -1.84% Sep 14, 2023 - Nov 14, 2023 | -19.04% Apr 10, 2024 - Sep 24, 2025 |
| #6 | -1.15% Feb 25, 2026 - Apr 14, 2026 | -16.46% Jan 3, 2008 - Apr 16, 2008 |
| #7 | -1.14% Aug 30, 2024 - Sep 13, 2024 | -15.32% May 10, 2006 - Nov 29, 2006 |
| #8 | -1.03% Mar 28, 2024 - May 9, 2024 | -15.18% Jan 26, 2023 - Sep 1, 2023 |
| #9 | -0.85% Jul 31, 2023 - Aug 30, 2023 | -15.05% Sep 29, 2005 - Jan 17, 2006 |
| #10 | -0.85% Nov 11, 2025 - Nov 25, 2025 | -14.64% Jul 19, 2007 - Sep 21, 2007 |
| #11 | -0.76% Dec 16, 2024 - Dec 24, 2024 | -12.63% Mar 4, 2005 - Jun 17, 2005 |
| #12 | -0.76% Mar 6, 2023 - Mar 21, 2023 | -11.11% Dec 14, 2006 - Apr 12, 2007 |
| #13 | -0.62% Dec 11, 2025 - Dec 22, 2025 | -9.98% Sep 14, 2023 - Mar 15, 2024 |
| #14 | -0.58% Sep 27, 2021 - Oct 19, 2021 | -9.66% Mar 27, 2026 - Apr 17, 2026 |
| #15 | -0.55% Oct 8, 2025 - Oct 20, 2025 | -9.41% Nov 15, 2022 - Jan 26, 2023 |
Correlation
Correlation between BALT and IXC is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
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