BKAG vs BALT
Comparison between BNY MELLON CORE BOND ETF (BKAG, ETF) and Innovator Defined Wealth Shield ETF (BALT, ETF).
5-Year PerformanceBALT has outperformed BKAG, delivering a return of +5.9% compared to +0.1%
BKAG vs BALT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BKAG vs BALT - Historical Returns
Returns include dividend reinvestment.
BKAG vs BALT - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BKAG | BALT |
|---|---|---|
| 2026 | +0.50% | +1.37% |
| 2025 | +7.12% | +6.57% |
| 2024 | +1.52% | +10.32% |
| 2023 | +4.86% | +7.61% |
| 2022 | -12.72% | +2.48% |
| 2021 | -1.44% | +0.82% |
| 2020 | +2.15% | N/A |
BKAG vs BALT Drawdown Comparison
The maximum drawdown for BKAG was -18.53%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for BALT was -4.89%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The current BKAG drawdown is -2.01%. The current BALT drawdown is -0.06%.
| Rank | BKAG | BALT |
|---|---|---|
| #1 | -18.53% Aug 4, 2020 - Oct 20, 2022 | -4.89% Feb 20, 2025 - Jun 3, 2025 |
| #2 | -0.67% Apr 30, 2020 - May 20, 2020 | -2.16% Jan 4, 2022 - Jul 8, 2022 |
| #3 | -0.41% Jun 2, 2020 - Jun 10, 2020 | -1.98% Aug 25, 2022 - Nov 10, 2022 |
| #4 | -0.20% Jun 19, 2020 - Jun 26, 2020 | -1.85% Jul 16, 2024 - Aug 19, 2024 |
| #5 | -0.17% Jul 23, 2020 - Jul 30, 2020 | -1.84% Sep 14, 2023 - Nov 14, 2023 |
| #6 | -0.14% Apr 24, 2020 - Apr 28, 2020 | -1.15% Feb 25, 2026 - Apr 14, 2026 |
| #7 | -0.06% Jun 12, 2020 - Jun 18, 2020 | -1.14% Aug 30, 2024 - Sep 13, 2024 |
| #8 | -0.06% Jul 9, 2020 - Jul 15, 2020 | -1.03% Mar 28, 2024 - May 9, 2024 |
| #9 | -0.05% May 22, 2020 - May 29, 2020 | -0.85% Jul 31, 2023 - Aug 30, 2023 |
| #10 | N/A | -0.85% Nov 11, 2025 - Nov 25, 2025 |
| #11 | N/A | -0.76% Dec 16, 2024 - Dec 24, 2024 |
| #12 | N/A | -0.76% Mar 6, 2023 - Mar 21, 2023 |
| #13 | N/A | -0.62% Dec 11, 2025 - Dec 22, 2025 |
| #14 | N/A | -0.58% Sep 27, 2021 - Oct 19, 2021 |
| #15 | N/A | -0.55% Oct 8, 2025 - Oct 20, 2025 |
Correlation
Correlation between BKAG and BALT is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
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