BALT vs SCYB
Comparison between Innovator Defined Wealth Shield ETF (BALT, ETF) and SCHWAB HIGH YIELD BOND ETF (SCYB, ETF).
BALT vs SCYB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BALT
$2.50B
SCYB
$2.50B
Expense Ratio
BALT
0.69%
Winner
SCYB
0.03%
Max Drawdown
Winner
BALT
4.89%
SCYB
6.76%
Sharpe Ratio
Winner
BALT
1.35
SCYB
0.82
5Y Beta
Winner
BALT
0.20
SCYB
0.23
BALT vs SCYB - Historical Returns
Returns include dividend reinvestment.
1M
BALT
+0.38%
Winner
SCYB
+0.63%
3M
BALT
+1.79%
Winner
SCYB
+2.41%
6M
Winner
BALT
+3.00%
SCYB
+2.31%
1Y
BALT
+6.91%
Winner
SCYB
+6.99%
5Y(CAGR)
BALT
+5.92%
SCYB
N/A
Max(CAGR)
BALT
+5.92%
Winner
SCYB
+8.63%
BALT vs SCYB - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BALT | SCYB |
|---|---|---|
| 2026 | +1.94% | +1.74% |
| 2025 | +6.57% | +8.09% |
| 2024 | +10.32% | +8.59% |
| 2023 | +7.61% | +6.73% |
| 2022 | +2.48% | N/A |
| 2021 | +0.82% | N/A |
BALT vs SCYB Drawdown Comparison
The maximum drawdown for BALT was -4.89%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The maximum drawdown for SCYB was -4.92%, occurring on Apr 8, 2025. Recovery took 50 trading sessions.
The current SCYB drawdown is -0.02%.
| Rank | BALT | SCYB |
|---|---|---|
| #1 | -4.89% Feb 20, 2025 - Jun 3, 2025 | -4.92% Feb 28, 2025 - May 12, 2025 |
| #2 | -2.16% Jan 4, 2022 - Jul 8, 2022 | -3.57% Jul 13, 2023 - Nov 3, 2023 |
| #3 | -1.98% Aug 25, 2022 - Nov 10, 2022 | -2.44% Feb 20, 2026 - Apr 9, 2026 |
| #4 | -1.85% Jul 16, 2024 - Aug 19, 2024 | -2.08% Mar 28, 2024 - May 6, 2024 |
| #5 | -1.84% Sep 14, 2023 - Nov 14, 2023 | -1.77% Dec 6, 2024 - Jan 21, 2025 |
| #6 | -1.15% Feb 25, 2026 - Apr 14, 2026 | -1.65% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -1.14% Aug 30, 2024 - Sep 13, 2024 | -1.28% Oct 1, 2025 - Oct 24, 2025 |
| #8 | -1.03% Mar 28, 2024 - May 9, 2024 | -1.09% Jul 31, 2024 - Aug 13, 2024 |
| #9 | -0.85% Jul 31, 2023 - Aug 30, 2023 | -1.04% Feb 1, 2024 - Mar 1, 2024 |
| #10 | -0.85% Nov 11, 2025 - Nov 25, 2025 | -0.99% May 6, 2026 - May 28, 2026 |
| #11 | -0.76% Dec 16, 2024 - Dec 24, 2024 | -0.99% Oct 27, 2025 - Nov 26, 2025 |
| #12 | -0.76% Mar 6, 2023 - Mar 21, 2023 | -0.95% May 15, 2024 - Jun 4, 2024 |
| #13 | -0.62% Dec 11, 2025 - Dec 22, 2025 | -0.90% Nov 3, 2023 - Nov 14, 2023 |
| #14 | -0.58% Sep 27, 2021 - Oct 19, 2021 | -0.88% Oct 2, 2024 - Nov 7, 2024 |
| #15 | -0.55% Oct 8, 2025 - Oct 20, 2025 | -0.80% May 13, 2025 - May 29, 2025 |
Correlation
Correlation between BALT and SCYB is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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