BALT vs SPUS
Comparison between Innovator Defined Wealth Shield ETF (BALT, ETF) and SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF).
5-Year PerformanceSPUS has outperformed BALT, delivering a return of +14.6% compared to +6.1%
BALT vs SPUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BALT vs SPUS - Historical Returns
Returns include dividend reinvestment.
BALT vs SPUS - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BALT | SPUS |
|---|---|---|
| 2026 | +3.46% | +13.78% |
| 2025 | +6.57% | +19.94% |
| 2024 | +10.32% | +27.91% |
| 2023 | +7.61% | +35.56% |
| 2022 | +2.48% | -23.12% |
| 2021 | +0.82% | +37.94% |
| 2020 | N/A | +23.99% |
| 2019 | N/A | +0.81% |
BALT vs SPUS Drawdown Comparison
The maximum drawdown for BALT was -4.89%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current BALT drawdown is -0.12%. The current SPUS drawdown is -2.31%.
| Rank | BALT | SPUS |
|---|---|---|
| #1 | -4.89% Feb 20, 2025 - Jun 3, 2025 | -30.80% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -2.16% Jan 4, 2022 - Jul 8, 2022 | -28.06% Dec 27, 2021 - Dec 12, 2023 |
| #3 | -1.98% Aug 25, 2022 - Nov 10, 2022 | -22.82% Jan 23, 2025 - Jul 2, 2025 |
| #4 | -1.85% Jul 16, 2024 - Aug 19, 2024 | -11.46% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -1.84% Sep 14, 2023 - Nov 14, 2023 | -10.66% Jan 28, 2026 - Apr 15, 2026 |
| #6 | -1.15% Feb 25, 2026 - Apr 14, 2026 | -9.94% Sep 2, 2020 - Dec 8, 2020 |
| #7 | -1.14% Aug 30, 2024 - Sep 13, 2024 | -8.19% Feb 12, 2021 - Apr 5, 2021 |
| #8 | -1.03% Mar 28, 2024 - May 9, 2024 | -7.58% Jun 2, 2026 - Jul 29, 2026 |
| #9 | -0.85% Jul 31, 2023 - Aug 30, 2023 | -6.71% Sep 3, 2021 - Oct 26, 2021 |
| #10 | -0.85% Nov 11, 2025 - Nov 25, 2025 | -6.56% Mar 22, 2024 - May 15, 2024 |
| #11 | -0.76% Dec 16, 2024 - Dec 24, 2024 | -5.74% Oct 29, 2025 - Jan 27, 2026 |
| #12 | -0.76% Mar 6, 2023 - Mar 21, 2023 | -4.76% Apr 23, 2021 - Jun 10, 2021 |
| #13 | -0.62% Dec 11, 2025 - Dec 22, 2025 | -4.50% Dec 16, 2024 - Jan 23, 2025 |
| #14 | -0.58% Sep 27, 2021 - Oct 19, 2021 | -3.69% Jan 26, 2021 - Feb 4, 2021 |
| #15 | -0.55% Jul 16, 2026 - Aug 3, 2026 | -3.59% Nov 19, 2021 - Dec 8, 2021 |
Correlation
Correlation between BALT and SPUS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Select Stocks to Compare
More Comparisons
Compare with similar stocks