EBND vs BALT

Comparison between SPDR(R) BLOOMBERG EMERGING MARKETS LOCAL BOND ETF (EBND, ETF) and Innovator Defined Wealth Shield ETF (BALT, ETF).

5-Year PerformanceBALT has outperformed EBND, delivering a return of +5.9% compared to +0.2%

EBND vs BALT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EBND(ETF)	BALT(ETF)
Net Assets	$2.30B	$2.40B
Expense Ratio	0.30%	0.69%
Max Drawdown	44.78%	4.89%
Sharpe Ratio	0.36	1.56
5Y Beta	0.19	0.20
5Y Dividends CAGR	4.51%	N/A

Net Assets

EBND

$2.30B

Winner

BALT

$2.40B

Expense Ratio

Winner

EBND

0.30%

BALT

0.69%

Max Drawdown

EBND

44.78%

Winner

BALT

4.89%

Sharpe Ratio

EBND

0.36

Winner

BALT

1.56

5Y Beta

Winner

EBND

0.19

BALT

0.20

5Y Dividends CAGR

EBND

4.51%

BALT

N/A

EBND vs BALT - Historical Returns

Returns include dividend reinvestment.

Period	EBND	BALT
1 month	+0.30%	+0.53%
3 months	-1.57%	+1.17%
6 months	+1.64%	+3.05%
1 year	+6.14%	+7.13%
5 years(CAGR)	+0.21%	+5.94%
10 years(CAGR)	+1.91%	N/A
Max(CAGR)	+1.00%	+5.94%

EBND

+0.30%

Winner

BALT

+0.53%

EBND

-1.57%

Winner

BALT

+1.17%

EBND

+1.64%

Winner

BALT

+3.05%

EBND

+6.14%

Winner

BALT

+7.13%

5Y(CAGR)

EBND

+0.21%

Winner

BALT

+5.94%

10Y(CAGR)

EBND

+1.91%

BALT

N/A

Max(CAGR)

EBND

+1.00%

Winner

BALT

+5.94%

EBND vs BALT - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	EBND	BALT
2026	+0.15%	+1.86%
2025	+15.52%	+6.57%
2024	-1.77%	+10.32%
2023	+9.43%	+7.61%
2022	-11.26%	+2.48%
2021	-9.86%	+0.82%
2020	+4.38%	N/A
2019	+10.07%	N/A
2018	-7.36%	N/A
2017	+15.23%	N/A
2016	+8.46%	N/A
2015	-12.96%	N/A
2014	-3.10%	N/A
2013	-5.97%	N/A
2012	+13.66%	N/A
2011	+0.07%	N/A

EBND vs BALT Drawdown Comparison

The maximum drawdown for EBND was -29.51%, occurring on Oct 24, 2022. Recovery took 3212 trading sessions.

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

The current EBND drawdown is -2.78%.

Rank	EBND	BALT
#1	-29.51% May 8, 2013 - Feb 13, 2026	-4.89% Feb 20, 2025 - Jun 3, 2025
#2	-13.49% Aug 31, 2011 - Oct 1, 2012	-2.16% Jan 4, 2022 - Jul 8, 2022
#3	-6.63% Feb 25, 2026 - Mar 30, 2026	-1.98% Aug 25, 2022 - Nov 10, 2022
#4	-3.18% Jul 29, 2011 - Aug 26, 2011	-1.85% Jul 16, 2024 - Aug 19, 2024
#5	-2.59% Jun 3, 2011 - Jul 7, 2011	-1.84% Sep 14, 2023 - Nov 14, 2023
#6	-2.49% May 2, 2011 - Jun 3, 2011	-1.15% Feb 25, 2026 - Apr 14, 2026
#7	-2.02% Oct 17, 2012 - Dec 7, 2012	-1.14% Aug 30, 2024 - Sep 13, 2024
#8	-1.71% Jan 18, 2013 - Feb 13, 2013	-1.03% Mar 28, 2024 - May 9, 2024
#9	-1.67% Jul 7, 2011 - Jul 21, 2011	-0.85% Jul 31, 2023 - Aug 30, 2023
#10	-1.59% Feb 19, 2013 - Apr 10, 2013	-0.85% Nov 11, 2025 - Nov 25, 2025
#11	-1.37% Mar 9, 2011 - Mar 21, 2011	-0.76% Dec 16, 2024 - Dec 24, 2024
#12	-1.33% Jan 2, 2013 - Jan 11, 2013	-0.76% Mar 6, 2023 - Mar 21, 2023
#13	-1.20% Apr 15, 2011 - Apr 21, 2011	-0.62% Dec 11, 2025 - Dec 22, 2025
#14	-0.91% Dec 20, 2012 - Dec 26, 2012	-0.58% Sep 27, 2021 - Oct 19, 2021
#15	-0.89% Oct 5, 2012 - Oct 15, 2012	-0.55% Oct 8, 2025 - Oct 20, 2025