FTBI vs QTJA

Comparison between FIRST TRUST BALANCED INCOME ETF (FTBI, ETF) and Innovator Growth Accelerated Plus ETF - January (QTJA, ETF).

FTBI vs QTJA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTBI(ETF)	QTJA(ETF)
Net Assets	$21M	$21M
Expense Ratio	0.97%	0.79%
Max Drawdown	6.42%	36.07%
Sharpe Ratio	1.05	1.14
5Y Beta	0.52	0.97

Net Assets

Winner

FTBI

$21M

QTJA

$21M

Expense Ratio

FTBI

0.97%

Winner

QTJA

0.79%

Max Drawdown

Winner

FTBI

6.42%

QTJA

36.07%

Sharpe Ratio

FTBI

1.05

Winner

QTJA

1.14

5Y Beta

Winner

FTBI

0.52

QTJA

0.97

FTBI vs QTJA - Historical Returns

Returns include dividend reinvestment.

Period	FTBI	QTJA
1 month	-0.50%	+0.07%
3 months	+1.03%	+3.94%
6 months	+3.06%	+7.80%
1 year	+12.65%	+17.04%
5 years(CAGR)	N/A	+5.22%
Max(CAGR)	+15.05%	+5.22%

FTBI

-0.50%

Winner

QTJA

+0.07%

FTBI

+1.03%

Winner

QTJA

+3.94%

FTBI

+3.06%

Winner

QTJA

+7.80%

FTBI

+12.65%

Winner

QTJA

+17.04%

5Y(CAGR)

FTBI

N/A

QTJA

+5.22%

Max(CAGR)

Winner

FTBI

+15.05%

QTJA

+5.22%

FTBI vs QTJA - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	FTBI	QTJA
2026	+4.87%	+9.23%
2025	+11.78%	+18.72%
2024	N/A	+20.02%
2023	N/A	+26.72%
2022	N/A	-34.58%

FTBI vs QTJA Drawdown Comparison

The maximum drawdown for FTBI was -5.33%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.

The maximum drawdown for QTJA was -36.07%, occurring on Dec 28, 2022. Recovery took 765 trading sessions.

The current FTBI drawdown is -1.57%. The current QTJA drawdown is -1.67%.

Rank	FTBI	QTJA
#1	-5.33% Feb 25, 2026 - Apr 17, 2026	-36.07% Jan 3, 2022 - Jan 22, 2025
#2	-2.56% Jun 2, 2026 - Jul 6, 2026	-21.73% Feb 19, 2025 - Jun 4, 2025
#3	-2.52% Nov 12, 2025 - Nov 26, 2025	-9.75% Jan 28, 2026 - Apr 14, 2026
#4	-1.58% May 6, 2026 - May 22, 2026	-3.09% Jun 1, 2026 - Jul 10, 2026
#5	-1.57% Jul 6, 2026 - Jul 23, 2026	-2.37% Jan 23, 2025 - Feb 10, 2025
#6	-1.47% Oct 8, 2025 - Oct 20, 2025	-2.33% Jan 12, 2026 - Jan 26, 2026
#7	-1.34% Jan 29, 2026 - Feb 6, 2026	-2.07% Nov 11, 2025 - Nov 25, 2025
#8	-1.22% Dec 11, 2025 - Dec 23, 2025	-1.67% Jul 10, 2026 - Jul 23, 2026
#9	-1.00% Jan 15, 2026 - Jan 22, 2026	-1.63% Jul 28, 2025 - Aug 6, 2025
#10	-0.99% Jul 22, 2025 - Aug 8, 2025	-1.31% Aug 14, 2025 - Aug 28, 2025
#11	-0.98% Feb 10, 2026 - Feb 25, 2026	-1.22% Jun 10, 2025 - Jun 16, 2025
#12	-0.98% Oct 27, 2025 - Nov 12, 2025	-1.21% Oct 8, 2025 - Oct 20, 2025
#13	-0.98% Oct 21, 2025 - Oct 27, 2025	-1.06% Aug 28, 2025 - Sep 8, 2025
#14	-0.91% Dec 26, 2025 - Jan 5, 2026	-0.97% Jun 16, 2025 - Jun 23, 2025
#15	-0.86% Aug 13, 2025 - Aug 22, 2025	-0.69% May 14, 2026 - May 21, 2026