DIVI vs BALT
Comparison between FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX ETF (DIVI, ETF) and Innovator Defined Wealth Shield ETF (BALT, ETF).
5-Year PerformanceDIVI has outperformed BALT, delivering a return of +13.4% compared to +6.0%
DIVI vs BALT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DIVI vs BALT - Historical Returns
Returns include dividend reinvestment.
DIVI vs BALT - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | DIVI | BALT |
|---|---|---|
| 2026 | +10.83% | +2.59% |
| 2025 | +35.56% | +6.57% |
| 2024 | +2.87% | +10.32% |
| 2023 | +18.29% | +7.61% |
| 2022 | -1.79% | +2.48% |
| 2021 | +15.90% | +0.82% |
| 2020 | +0.43% | N/A |
| 2019 | +23.88% | N/A |
| 2018 | -6.31% | N/A |
| 2017 | +12.37% | N/A |
| 2016 | +1.13% | N/A |
DIVI vs BALT Drawdown Comparison
The maximum drawdown for DIVI was -27.76%, occurring on Mar 12, 2020. Recovery took 223 trading sessions.
The maximum drawdown for BALT was -4.89%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The current DIVI drawdown is -0.83%.
| Rank | DIVI | BALT |
|---|---|---|
| #1 | -27.76% Feb 19, 2020 - Jan 6, 2021 | -4.89% Feb 20, 2025 - Jun 3, 2025 |
| #2 | -18.49% Jan 4, 2022 - Dec 1, 2022 | -2.16% Jan 4, 2022 - Jul 8, 2022 |
| #3 | -14.58% Mar 19, 2025 - May 2, 2025 | -1.98% Aug 25, 2022 - Nov 10, 2022 |
| #4 | -11.78% Jul 30, 2018 - Mar 15, 2019 | -1.85% Jul 16, 2024 - Aug 19, 2024 |
| #5 | -11.19% Jul 28, 2023 - Dec 13, 2023 | -1.84% Sep 14, 2023 - Nov 14, 2023 |
| #6 | -10.88% Dec 20, 2016 - Oct 10, 2017 | -1.15% Feb 25, 2026 - Apr 14, 2026 |
| #7 | -10.53% Feb 25, 2026 - May 6, 2026 | -1.14% Aug 30, 2024 - Sep 13, 2024 |
| #8 | -10.37% Sep 26, 2024 - Mar 5, 2025 | -1.03% Mar 28, 2024 - May 9, 2024 |
| #9 | -8.88% Jan 9, 2018 - Jul 30, 2018 | -0.85% Jul 31, 2023 - Aug 30, 2023 |
| #10 | -7.72% Jul 12, 2024 - Aug 21, 2024 | -0.85% Nov 11, 2025 - Nov 25, 2025 |
| #11 | -7.66% Feb 1, 2023 - Apr 12, 2023 | -0.76% Dec 16, 2024 - Dec 24, 2024 |
| #12 | -7.55% Jun 3, 2016 - Jul 13, 2016 | -0.76% Mar 6, 2023 - Mar 21, 2023 |
| #13 | -6.65% Sep 7, 2021 - Nov 19, 2021 | -0.62% Dec 11, 2025 - Dec 22, 2025 |
| #14 | -5.91% Jul 29, 2019 - Sep 10, 2019 | -0.58% Sep 27, 2021 - Oct 19, 2021 |
| #15 | -5.46% Aug 12, 2016 - Dec 16, 2016 | -0.55% Oct 8, 2025 - Oct 20, 2025 |
Correlation
Correlation between DIVI and BALT is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
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