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IGLB vs BALT

Comparison between ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGLB, ETF) and Innovator Defined Wealth Shield ETF (BALT, ETF).

5-Year PerformanceBALT has outperformed IGLB, delivering a return of +5.9% compared to -3.2%

IGLB vs BALT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGLB
$2.60B
BALT
$2.60B
Expense Ratio
Winner
IGLB
0.04%
BALT
0.69%
Max Drawdown
IGLB
39.97%
Winner
BALT
4.89%
Sharpe Ratio
IGLB
-0.10
Winner
BALT
1.26
5Y Beta
IGLB
0.21
Winner
BALT
0.20
5Y Dividends CAGR
IGLB
3.04%
BALT
N/A

IGLB vs BALT - Historical Returns

Returns include dividend reinvestment.

1M
IGLB
-3.44%
Winner
BALT
+0.12%
3M
IGLB
-2.59%
Winner
BALT
+1.12%
6M
IGLB
-3.13%
Winner
BALT
+1.93%
1Y
IGLB
+2.10%
Winner
BALT
+6.06%
5Y(CAGR)
IGLB
-3.19%
Winner
BALT
+5.90%
10Y(CAGR)
IGLB
+1.50%
BALT
N/A
Max(CAGR)
IGLB
+4.10%
Winner
BALT
+5.85%

IGLB vs BALT - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearIGLBBALT
2026-1.94%+2.24%
2025+7.47%+6.57%
2024-0.58%+10.32%
2023+9.75%+7.61%
2022-24.20%+2.48%
2021-0.96%+0.82%
2020+12.71%N/A
2019+22.84%N/A
2018-6.19%N/A
2017+11.45%N/A
2016+9.78%N/A
2015-6.13%N/A
2014+15.38%N/A
2013-7.90%N/A
2012+12.74%N/A
2011+16.81%N/A
2010+10.32%N/A
2009-0.47%N/A

IGLB vs BALT Drawdown Comparison

The maximum drawdown for IGLB was -34.13%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

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

The current IGLB drawdown is -16.20%. The current BALT drawdown is -0.44%.

RankIGLBBALT
#1-34.13%
Sep 22, 2021 - Oct 24, 2022
-4.89%
Feb 20, 2025 - Jun 3, 2025
#2-27.72%
Mar 6, 2020 - Jul 9, 2020
-2.16%
Jan 4, 2022 - Jul 8, 2022
#3-14.42%
May 2, 2013 - May 15, 2014
-1.98%
Aug 25, 2022 - Nov 10, 2022
#4-11.20%
Jan 30, 2015 - Jun 8, 2016
-1.85%
Jul 16, 2024 - Aug 19, 2024
#5-10.23%
Aug 6, 2020 - Aug 4, 2021
-1.84%
Sep 14, 2023 - Nov 14, 2023
#6-9.70%
Dec 15, 2017 - Mar 28, 2019
-1.15%
Feb 25, 2026 - Apr 14, 2026
#7-9.22%
Jul 8, 2016 - Jun 20, 2017
-1.14%
Aug 30, 2024 - Sep 13, 2024
#8-7.48%
Aug 26, 2010 - May 17, 2011
-1.03%
Mar 28, 2024 - May 9, 2024
#9-5.13%
Nov 13, 2012 - May 1, 2013
-0.85%
Jul 31, 2023 - Aug 30, 2023
#10-4.94%
Aug 28, 2019 - Dec 13, 2019
-0.85%
Nov 11, 2025 - Nov 25, 2025
#11-4.40%
Nov 1, 2011 - Feb 27, 2012
-0.76%
Dec 16, 2024 - Dec 24, 2024
#12-4.33%
Aug 28, 2014 - Oct 14, 2014
-0.76%
Mar 6, 2023 - Mar 21, 2023
#13-4.20%
Aug 10, 2011 - Sep 21, 2011
-0.62%
Dec 11, 2025 - Dec 22, 2025
#14-3.89%
Feb 28, 2012 - May 3, 2012
-0.58%
Sep 27, 2021 - Oct 19, 2021
#15-3.85%
Sep 22, 2011 - Oct 25, 2011
-0.55%
Oct 8, 2025 - Oct 20, 2025

Correlation

Correlation between IGLB and BALT is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

0.08
-101

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