BALT vs MDYG
Comparison between Innovator Defined Wealth Shield ETF (BALT, ETF) and STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF (MDYG, ETF).
5-Year PerformanceMDYG has outperformed BALT, delivering a return of +7.9% compared to +6.1%
BALT vs MDYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BALT vs MDYG - Historical Returns
Returns include dividend reinvestment.
BALT vs MDYG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | BALT | MDYG |
|---|---|---|
| 2026 | +3.46% | +16.56% |
| 2025 | +6.57% | +7.11% |
| 2024 | +10.32% | +16.57% |
| 2023 | +7.61% | +18.29% |
| 2022 | +2.48% | -18.97% |
| 2021 | +0.82% | +20.18% |
| 2020 | N/A | +22.17% |
| 2019 | N/A | +27.24% |
| 2018 | N/A | -11.43% |
| 2017 | N/A | +19.20% |
| 2016 | N/A | +16.95% |
| 2015 | N/A | +2.05% |
| 2014 | N/A | +9.06% |
| 2013 | N/A | +29.24% |
| 2012 | N/A | +16.21% |
| 2011 | N/A | -2.11% |
| 2010 | N/A | +25.08% |
| 2009 | N/A | +50.34% |
| 2008 | N/A | -40.78% |
| 2007 | N/A | +10.72% |
| 2006 | N/A | +11.26% |
| 2005 | N/A | +2.98% |
BALT vs MDYG Drawdown Comparison
The maximum drawdown for BALT was -4.89%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The maximum drawdown for MDYG was -58.46%, occurring on Nov 20, 2008. Recovery took 772 trading sessions.
The current BALT drawdown is -0.12%. The current MDYG drawdown is -4.01%.
| Rank | BALT | MDYG |
|---|---|---|
| #1 | -4.89% Feb 20, 2025 - Jun 3, 2025 | -58.46% Oct 12, 2007 - Nov 4, 2010 |
| #2 | -2.16% Jan 4, 2022 - Jul 8, 2022 | -39.27% Feb 20, 2020 - Aug 12, 2020 |
| #3 | -1.98% Aug 25, 2022 - Nov 10, 2022 | -29.25% Nov 16, 2021 - Feb 29, 2024 |
| #4 | -1.85% Jul 16, 2024 - Aug 19, 2024 | -26.20% Jul 7, 2011 - Sep 7, 2012 |
| #5 | -1.84% Sep 14, 2023 - Nov 14, 2023 | -25.46% Nov 25, 2024 - Dec 10, 2025 |
| #6 | -1.15% Feb 25, 2026 - Apr 14, 2026 | -24.00% Sep 14, 2018 - Nov 27, 2019 |
| #7 | -1.14% Aug 30, 2024 - Sep 13, 2024 | -18.21% Aug 17, 2015 - Jul 11, 2016 |
| #8 | -1.03% Mar 28, 2024 - May 9, 2024 | -13.93% May 9, 2006 - Dec 5, 2006 |
| #9 | -0.85% Jul 31, 2023 - Aug 30, 2023 | -12.02% Jul 13, 2007 - Oct 5, 2007 |
| #10 | -0.85% Nov 11, 2025 - Nov 25, 2025 | -10.62% Jul 1, 2014 - Nov 11, 2014 |
| #11 | -0.76% Dec 16, 2024 - Dec 24, 2024 | -9.92% Mar 2, 2026 - Apr 17, 2026 |
| #12 | -0.76% Mar 6, 2023 - Mar 21, 2023 | -9.67% Jan 26, 2018 - Jun 6, 2018 |
| #13 | -0.62% Dec 11, 2025 - Dec 22, 2025 | -9.06% Jul 16, 2024 - Oct 14, 2024 |
| #14 | -0.58% Sep 27, 2021 - Oct 19, 2021 | -8.13% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -0.55% Jul 16, 2026 - Aug 3, 2026 | -8.07% Sep 2, 2020 - Oct 7, 2020 |
Correlation
Correlation between BALT and MDYG is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
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