BALT vs USD
Comparison between Innovator Defined Wealth Shield ETF (BALT, ETF) and PROSHARES ULTRA SEMICONDUCTORS (USD, ETF).
5-Year PerformanceUSD has outperformed BALT, delivering a return of +71.3% compared to +5.9%
BALT vs USD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BALT
$2.40B
USD
$2.40B
Expense Ratio
BALT
0.69%
USD
N/A
Max Drawdown
Winner
BALT
4.89%
USD
89.31%
Sharpe Ratio
BALT
1.68
Winner
USD
2.71
5Y Beta
Winner
BALT
0.21
USD
3.91
5Y Dividends CAGR
BALT
N/A
USD
96.40%
BALT vs USD - Historical Returns
Returns include dividend reinvestment.
1M
BALT
+0.82%
Winner
USD
+60.01%
3M
BALT
+0.74%
Winner
USD
+68.69%
6M
BALT
+2.81%
Winner
USD
+80.18%
1Y
BALT
+7.10%
Winner
USD
+304.71%
5Y(CAGR)
BALT
+5.91%
Winner
USD
+71.26%
10Y(CAGR)
BALT
N/A
USD
+62.86%
Max(CAGR)
BALT
+5.91%
Winner
USD
+29.95%
BALT vs USD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BALT | USD |
|---|---|---|
| 2026 | +1.37% | +81.35% |
| 2025 | +6.57% | +56.28% |
| 2024 | +10.32% | +156.10% |
| 2023 | +7.61% | +238.19% |
| 2022 | +2.48% | -69.74% |
| 2021 | +0.82% | +106.79% |
| 2020 | N/A | +61.78% |
| 2019 | N/A | +106.20% |
| 2018 | N/A | -30.22% |
| 2017 | N/A | +82.40% |
| 2016 | N/A | +65.03% |
| 2015 | N/A | -7.93% |
| 2014 | N/A | +81.85% |
| 2013 | N/A | +64.60% |
| 2012 | N/A | -12.16% |
| 2011 | N/A | -15.38% |
| 2010 | N/A | +15.60% |
| 2009 | N/A | +124.15% |
| 2008 | N/A | -78.35% |
| 2007 | N/A | +6.06% |
BALT vs USD Drawdown Comparison
The maximum drawdown for BALT was -4.89%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The maximum drawdown for USD was -88.65%, occurring on Nov 20, 2008. Recovery took 1854 trading sessions.
The current BALT drawdown is -0.06%.
| Rank | BALT | USD |
|---|---|---|
| #1 | -4.89% Feb 20, 2025 - Jun 3, 2025 | -88.65% Jul 17, 2007 - Nov 24, 2014 |
| #2 | -2.16% Jan 4, 2022 - Jul 8, 2022 | -77.85% Dec 7, 2021 - Jan 11, 2024 |
| #3 | -1.98% Aug 25, 2022 - Nov 10, 2022 | -64.46% Jun 18, 2024 - Jul 15, 2025 |
| #4 | -1.85% Jul 16, 2024 - Aug 19, 2024 | -61.45% Feb 19, 2020 - Aug 25, 2020 |
| #5 | -1.84% Sep 14, 2023 - Nov 14, 2023 | -51.51% Jun 6, 2018 - Nov 4, 2019 |
| #6 | -1.15% Feb 25, 2026 - Apr 14, 2026 | -43.98% May 29, 2015 - Jul 26, 2016 |
| #7 | -1.14% Aug 30, 2024 - Sep 13, 2024 | -32.23% Mar 7, 2024 - May 23, 2024 |
| #8 | -1.03% Mar 28, 2024 - May 9, 2024 | -31.81% Oct 29, 2025 - Apr 14, 2026 |
| #9 | -0.85% Jul 31, 2023 - Aug 30, 2023 | -28.90% Feb 16, 2021 - Jun 24, 2021 |
| #10 | -0.85% Nov 11, 2025 - Nov 25, 2025 | -24.34% Mar 12, 2018 - Jun 5, 2018 |
| #11 | -0.76% Dec 16, 2024 - Dec 24, 2024 | -23.06% Jan 29, 2018 - Mar 6, 2018 |
| #12 | -0.76% Mar 6, 2023 - Mar 21, 2023 | -22.01% Sep 2, 2020 - Oct 12, 2020 |
| #13 | -0.62% Dec 11, 2025 - Dec 22, 2025 | -20.69% Jun 8, 2017 - Sep 18, 2017 |
| #14 | -0.58% Sep 27, 2021 - Oct 19, 2021 | -18.64% Oct 13, 2020 - Nov 5, 2020 |
| #15 | -0.55% Oct 8, 2025 - Oct 20, 2025 | -17.09% Mar 2, 2015 - May 27, 2015 |
Correlation
Correlation between BALT and USD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
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