FTBI vs TOCT

Comparison between FIRST TRUST BALANCED INCOME ETF (FTBI, ETF) and Innovator Equity Defined Protection ETF 2 Yr to October 2027 (TOCT, ETF).

FTBI vs TOCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTBI(ETF)	TOCT(ETF)
Net Assets	$20M	$20M
Expense Ratio	0.97%	0.79%
Max Drawdown	6.42%	2.02%
Sharpe Ratio	1.53	-0.17
5Y Beta	0.53	0.19

Net Assets

Winner

FTBI

$20M

TOCT

$20M

Expense Ratio

FTBI

0.97%

Winner

TOCT

0.79%

Max Drawdown

FTBI

6.42%

Winner

TOCT

2.02%

Sharpe Ratio

Winner

FTBI

1.53

TOCT

-0.17

5Y Beta

FTBI

0.53

Winner

TOCT

0.19

FTBI vs TOCT - Historical Returns

Returns include dividend reinvestment.

Period	FTBI	TOCT
1 month	+1.44%	+0.20%
3 months	+5.03%	+2.35%
6 months	+5.88%	+2.19%
1 year	+16.14%	N/A
Max(CAGR)	+17.56%	+3.31%

Winner

FTBI

+1.44%

TOCT

+0.20%

Winner

FTBI

+5.03%

TOCT

+2.35%

Winner

FTBI

+5.88%

TOCT

+2.19%

FTBI

+16.14%

TOCT

N/A

Max(CAGR)

Winner

FTBI

+17.56%

TOCT

+3.31%

FTBI vs TOCT - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	FTBI	TOCT
2026	+5.56%	+1.94%
2025	+11.78%	+0.49%

FTBI vs TOCT Drawdown Comparison

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

The maximum drawdown for TOCT was -2.02%, occurring on Mar 27, 2026. Recovery took 37 trading sessions.

The current FTBI drawdown is -0.86%. The current TOCT drawdown is -0.35%.

Rank	FTBI	TOCT
#1	-5.33% Feb 25, 2026 - Apr 17, 2026	-2.02% Feb 20, 2026 - Apr 15, 2026
#2	-2.56% Jun 2, 2026 - Jun 10, 2026	-1.33% Oct 27, 2025 - Jan 7, 2026
#3	-2.52% Nov 12, 2025 - Nov 26, 2025	-0.74% May 29, 2026 - Jun 10, 2026
#4	-1.58% May 6, 2026 - May 22, 2026	-0.61% Feb 2, 2026 - Feb 9, 2026
#5	-1.47% Oct 8, 2025 - Oct 20, 2025	-0.47% Jan 12, 2026 - Jan 27, 2026
#6	-1.34% Jan 29, 2026 - Feb 6, 2026	-0.36% Oct 2, 2025 - Oct 17, 2025
#7	-1.22% Dec 11, 2025 - Dec 23, 2025	-0.30% Feb 9, 2026 - Feb 20, 2026
#8	-1.00% Jan 15, 2026 - Jan 22, 2026	-0.30% May 14, 2026 - May 21, 2026
#9	-0.99% Jul 22, 2025 - Aug 8, 2025	-0.28% Oct 20, 2025 - Oct 24, 2025
#10	-0.98% Feb 10, 2026 - Feb 25, 2026	-0.22% May 1, 2026 - May 6, 2026
#11	-0.98% Oct 27, 2025 - Nov 12, 2025	-0.19% Apr 17, 2026 - Apr 24, 2026
#12	-0.98% Oct 21, 2025 - Oct 27, 2025	-0.19% Apr 27, 2026 - Apr 30, 2026
#13	-0.91% Dec 26, 2025 - Jan 5, 2026	-0.11% May 8, 2026 - May 14, 2026
#14	-0.86% Aug 13, 2025 - Aug 22, 2025	-0.04% Jan 27, 2026 - Feb 2, 2026
#15	-0.85% Apr 24, 2026 - May 5, 2026	-0.04% Jan 7, 2026 - Jan 9, 2026