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EWW vs BALT

Comparison between ISHARES MSCI MEXICO ETF (EWW, ETF) and Innovator Defined Wealth Shield ETF (BALT, ETF).

5-Year PerformanceEWW has outperformed BALT, delivering a return of +14.7% compared to +5.9%

EWW vs BALT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EWW
$2.10B
Winner
BALT
$2.20B
Expense Ratio
Winner
EWW
0.50%
BALT
0.69%
Max Drawdown
EWW
67.25%
Winner
BALT
4.89%
Sharpe Ratio
EWW
1.54
Winner
BALT
1.74
5Y Beta
EWW
0.70
Winner
BALT
0.21
5Y Dividends CAGR
EWW
34.54%
BALT
N/A

EWW vs BALT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EWW
+0.96%
BALT
+0.89%
3M
EWW
-0.99%
Winner
BALT
+0.70%
6M
Winner
EWW
+20.06%
BALT
+3.17%
1Y
Winner
EWW
+42.66%
BALT
+7.68%
5Y(CAGR)
Winner
EWW
+14.70%
BALT
+5.92%
10Y(CAGR)
EWW
+7.48%
BALT
N/A
Max(CAGR)
Winner
EWW
+8.97%
BALT
+5.92%

EWW vs BALT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEWWBALT
2026+14.66%+1.37%
2025+50.79%+6.57%
2024-27.50%+10.32%
2023+37.88%+7.61%
2022+1.62%+2.48%
2021+19.36%+0.82%
2020-5.63%N/A
2019+9.60%N/A
2018-16.43%N/A
2017+15.39%N/A
2016-8.93%N/A
2015-12.01%N/A
2014-9.08%N/A
2013-3.45%N/A
2012+29.12%N/A
2011-12.73%N/A
2010+22.58%N/A
2009+47.44%N/A
2008-39.59%N/A
2007+10.36%N/A
2006+38.32%N/A
2005+44.74%N/A
2004+49.57%N/A
2003+30.13%N/A
2002-15.30%N/A
2001+18.13%N/A
2000-24.70%N/A
1999+29.00%N/A

EWW vs BALT Drawdown Comparison

The maximum drawdown for EWW was -64.95%, occurring on Mar 9, 2009. Recovery took 867 trading sessions.

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

The current EWW drawdown is -1.67%. The current BALT drawdown is -0.06%.

RankEWWBALT
#1-64.95%
Jul 6, 2007 - Dec 13, 2010
-4.89%
Feb 20, 2025 - Jun 3, 2025
#2-62.21%
Apr 11, 2013 - May 9, 2023
-2.16%
Jan 4, 2022 - Jul 8, 2022
#3-40.81%
Mar 9, 2000 - Jan 20, 2004
-1.98%
Aug 25, 2022 - Nov 10, 2022
#4-31.16%
Apr 8, 2024 - Sep 15, 2025
-1.85%
Jul 16, 2024 - Aug 19, 2024
#5-28.07%
May 9, 2006 - Oct 5, 2006
-1.84%
Sep 14, 2023 - Nov 14, 2023
#6-26.01%
Apr 29, 2011 - Apr 2, 2012
-1.15%
Feb 25, 2026 - Apr 14, 2026
#7-18.59%
Jul 28, 2023 - Dec 13, 2023
-1.14%
Aug 30, 2024 - Sep 13, 2024
#8-18.14%
Apr 12, 2004 - Oct 27, 2004
-1.03%
Mar 28, 2024 - May 9, 2024
#9-16.05%
Mar 7, 2005 - Jun 17, 2005
-0.85%
Jul 31, 2023 - Aug 30, 2023
#10-15.67%
Apr 2, 2012 - Jul 17, 2012
-0.85%
Nov 11, 2025 - Nov 25, 2025
#11-13.98%
Feb 20, 2026 - Mar 20, 2026
-0.76%
Dec 16, 2024 - Dec 24, 2024
#12-13.43%
Feb 14, 2007 - Apr 2, 2007
-0.76%
Mar 6, 2023 - Mar 21, 2023
#13-12.78%
Jan 14, 2000 - Feb 8, 2000
-0.62%
Dec 11, 2025 - Dec 22, 2025
#14-9.93%
Oct 3, 2005 - Nov 10, 2005
-0.58%
Sep 27, 2021 - Oct 19, 2021
#15-8.88%
Jan 3, 2000 - Jan 10, 2000
-0.55%
Oct 8, 2025 - Oct 20, 2025

Correlation

Correlation between EWW and BALT is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

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