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BSCU vs BALT

Comparison between INVESCO BULLETSHARES 2030 CORPORATE BOND ETF (BSCU, ETF) and Innovator Defined Wealth Shield ETF (BALT, ETF).

5-Year PerformanceBALT has outperformed BSCU, delivering a return of +6.1% compared to +0.4%

BSCU vs BALT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BSCU
$2.60B
BALT
$2.60B
Expense Ratio
Winner
BSCU
0.10%
BALT
0.69%
Max Drawdown
BSCU
25.29%
Winner
BALT
4.89%
Sharpe Ratio
BSCU
-0.36
Winner
BALT
1.37
5Y Beta
Winner
BSCU
0.07
BALT
0.19
5Y Dividends CAGR
BSCU
23.95%
BALT
N/A

BSCU vs BALT - Historical Returns

Returns include dividend reinvestment.

1M
BSCU
-0.34%
Winner
BALT
+0.83%
3M
BSCU
-0.19%
Winner
BALT
+1.81%
6M
BSCU
-0.06%
Winner
BALT
+2.68%
1Y
BSCU
+2.70%
Winner
BALT
+6.98%
5Y(CAGR)
BSCU
+0.41%
Winner
BALT
+6.09%
Max(CAGR)
BSCU
+0.40%
Winner
BALT
+6.01%

BSCU vs BALT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearBSCUBALT
2026+0.40%+3.26%
2025+8.18%+6.57%
2024+3.65%+10.32%
2023+7.83%+7.61%
2022-14.41%+2.48%
2021-2.74%+0.82%
2020+2.07%N/A

BSCU vs BALT Drawdown Comparison

The maximum drawdown for BSCU was -22.34%, occurring on Oct 20, 2022. Recovery took 1252 trading sessions.

The maximum drawdown for BALT was -4.89%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.

The current BSCU drawdown is -0.83%. The current BALT drawdown is -0.01%.

RankBSCUBALT
#1-22.34%
Dec 31, 2020 - Dec 26, 2025
-4.89%
Feb 20, 2025 - Jun 3, 2025
#2-2.08%
Feb 27, 2026 - Mar 26, 2026
-2.16%
Jan 4, 2022 - Jul 8, 2022
#3-1.40%
Sep 18, 2020 - Nov 4, 2020
-1.98%
Aug 25, 2022 - Nov 10, 2022
#4-0.82%
Nov 30, 2020 - Dec 24, 2020
-1.85%
Jul 16, 2024 - Aug 19, 2024
#5-0.70%
Nov 5, 2020 - Nov 16, 2020
-1.84%
Sep 14, 2023 - Nov 14, 2023
#6-0.40%
Dec 29, 2025 - Jan 29, 2026
-1.15%
Feb 25, 2026 - Apr 14, 2026
#7-0.21%
Jan 30, 2026 - Feb 5, 2026
-1.14%
Aug 30, 2024 - Sep 13, 2024
#8-0.15%
Nov 19, 2020 - Nov 24, 2020
-1.03%
Mar 28, 2024 - May 9, 2024
#9-0.15%
Feb 23, 2026 - Feb 27, 2026
-0.85%
Jul 31, 2023 - Aug 30, 2023
#10-0.12%
Feb 10, 2026 - Feb 12, 2026
-0.85%
Nov 11, 2025 - Nov 25, 2025
#11-0.06%
Feb 17, 2026 - Feb 20, 2026
-0.76%
Dec 16, 2024 - Dec 24, 2024
#12-0.05%
Feb 5, 2026 - Feb 9, 2026
-0.76%
Mar 6, 2023 - Mar 21, 2023
#13N/A-0.62%
Dec 11, 2025 - Dec 22, 2025
#14N/A-0.58%
Sep 27, 2021 - Oct 19, 2021
#15N/A-0.55%
Jul 16, 2026 - Aug 3, 2026

Correlation

Correlation between BSCU and BALT is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

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