BSVO vs BALT
Comparison between EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF) and Innovator Defined Wealth Shield ETF (BALT, ETF).
BSVO vs BALT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BSVO
$2.30B
Winner
BALT
$2.40B
Expense Ratio
Winner
BSVO
0.45%
BALT
0.69%
Max Drawdown
BSVO
29.80%
Winner
BALT
4.89%
Sharpe Ratio
Winner
BSVO
1.89
BALT
1.68
5Y Beta
BSVO
0.97
Winner
BALT
0.21
P/E Ratio
BSVO
-757.75
BALT
N/A
Forward P/E
BSVO
10.90
BALT
N/A
Debt to Equity
BSVO
132.01%
BALT
N/A
P/S Ratio
BSVO
0.59
BALT
N/A
P/B Ratio
BSVO
1.18
BALT
N/A
BSVO vs BALT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BSVO
+4.52%
BALT
+0.82%
3M
Winner
BSVO
+4.34%
BALT
+0.74%
6M
Winner
BSVO
+22.64%
BALT
+2.81%
1Y
Winner
BSVO
+40.87%
BALT
+7.10%
5Y(CAGR)
BSVO
N/A
BALT
+5.91%
Max(CAGR)
Winner
BSVO
+17.28%
BALT
+5.91%
BSVO vs BALT - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BSVO | BALT |
|---|---|---|
| 2026 | +17.75% | +1.37% |
| 2025 | +9.58% | +6.57% |
| 2024 | +4.97% | +10.32% |
| 2023 | +22.41% | +7.61% |
| 2022 | N/A | +2.48% |
| 2021 | N/A | +0.82% |
BSVO vs BALT Drawdown Comparison
The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.
The maximum drawdown for BALT was -4.89%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The current BSVO drawdown is -1.61%. The current BALT drawdown is -0.06%.
| Rank | BSVO | BALT |
|---|---|---|
| #1 | -28.66% Nov 25, 2024 - Dec 3, 2025 | -4.89% Feb 20, 2025 - Jun 3, 2025 |
| #2 | -12.52% Aug 7, 2023 - Dec 4, 2023 | -2.16% Jan 4, 2022 - Jul 8, 2022 |
| #3 | -11.59% Jul 31, 2024 - Nov 6, 2024 | -1.98% Aug 25, 2022 - Nov 10, 2022 |
| #4 | -10.18% Mar 14, 2023 - Jun 7, 2023 | -1.85% Jul 16, 2024 - Aug 19, 2024 |
| #5 | -8.45% Dec 27, 2023 - Jul 15, 2024 | -1.84% Sep 14, 2023 - Nov 14, 2023 |
| #6 | -8.31% Feb 6, 2026 - Apr 9, 2026 | -1.15% Feb 25, 2026 - Apr 14, 2026 |
| #7 | -4.27% Jun 7, 2023 - Jul 11, 2023 | -1.14% Aug 30, 2024 - Sep 13, 2024 |
| #8 | -3.85% Nov 11, 2024 - Nov 25, 2024 | -1.03% Mar 28, 2024 - May 9, 2024 |
| #9 | -3.68% Dec 11, 2025 - Jan 8, 2026 | -0.85% Jul 31, 2023 - Aug 30, 2023 |
| #10 | -2.59% Jan 22, 2026 - Feb 2, 2026 | -0.85% Nov 11, 2025 - Nov 25, 2025 |
| #11 | -2.49% Jul 17, 2024 - Jul 23, 2024 | -0.76% Dec 16, 2024 - Dec 24, 2024 |
| #12 | -2.21% Jan 15, 2026 - Jan 21, 2026 | -0.76% Mar 6, 2023 - Mar 21, 2023 |
| #13 | -1.93% Dec 4, 2023 - Dec 8, 2023 | -0.62% Dec 11, 2025 - Dec 22, 2025 |
| #14 | -1.77% Jul 23, 2024 - Jul 25, 2024 | -0.58% Sep 27, 2021 - Oct 19, 2021 |
| #15 | -1.67% May 1, 2026 - May 6, 2026 | -0.55% Oct 8, 2025 - Oct 20, 2025 |
Correlation
Correlation between BSVO and BALT is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
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