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ITB vs BALT

Comparison between ISHARES U.S. HOME CONSTRUCTION ETF (ITB, ETF) and Innovator Defined Wealth Shield ETF (BALT, ETF).

5-Year PerformanceITB has outperformed BALT, delivering a return of +7.6% compared to +5.9%

ITB vs BALT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ITB
$2.60B
BALT
$2.60B
Expense Ratio
Winner
ITB
0.38%
BALT
0.69%
Max Drawdown
ITB
87.07%
Winner
BALT
4.89%
Sharpe Ratio
ITB
-0.13
Winner
BALT
1.03
5Y Beta
ITB
0.80
Winner
BALT
0.20
P/E Ratio
ITB
16.73
BALT
N/A
Forward P/E
ITB
14.88
BALT
N/A
PEG Ratio
ITB
1.67
BALT
N/A
5Y Dividends CAGR
ITB
31.41%
BALT
N/A
5Y EPS CAGR
ITB
9.91%
BALT
N/A
Debt to Equity
ITB
-6.54%
BALT
N/A
P/S Ratio
ITB
1.18
BALT
N/A
P/B Ratio
ITB
2.05
BALT
N/A

ITB vs BALT - Historical Returns

Returns include dividend reinvestment.

1M
ITB
-6.03%
Winner
BALT
+0.28%
3M
ITB
-2.26%
Winner
BALT
+1.24%
6M
ITB
-7.37%
Winner
BALT
+2.08%
1Y
ITB
-2.05%
Winner
BALT
+6.22%
5Y(CAGR)
Winner
ITB
+7.58%
BALT
+5.92%
10Y(CAGR)
ITB
+13.42%
BALT
N/A
Max(CAGR)
ITB
+4.08%
Winner
BALT
+5.88%

ITB vs BALT - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearITBBALT
2026-0.06%+2.39%
2025-4.03%+6.57%
2024+3.32%+10.32%
2023+66.62%+7.61%
2022-24.22%+2.48%
2021+51.92%+0.82%
2020+26.70%N/A
2019+47.04%N/A
2018-31.20%N/A
2017+58.50%N/A
2016+4.98%N/A
2015+5.93%N/A
2014+5.59%N/A
2013+14.74%N/A
2012+75.81%N/A
2011-10.79%N/A
2010+9.06%N/A
2009+20.19%N/A
2008-40.66%N/A
2007-56.66%N/A
2006-15.07%N/A

ITB vs BALT Drawdown Comparison

The maximum drawdown for ITB was -86.52%, occurring on Mar 6, 2009. Recovery took 2947 trading sessions.

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

The current ITB drawdown is -23.30%. The current BALT drawdown is -0.29%.

RankITBBALT
#1-86.52%
May 5, 2006 - Jan 19, 2018		-4.89%
Feb 20, 2025 - Jun 3, 2025
#2-52.10%
Feb 20, 2020 - Jul 27, 2020		-2.16%
Jan 4, 2022 - Jul 8, 2022
#3-40.54%
Dec 10, 2021 - Jun 21, 2023		-1.98%
Aug 25, 2022 - Nov 10, 2022
#4-37.94%
Jan 22, 2018 - Nov 26, 2019		-1.85%
Jul 16, 2024 - Aug 19, 2024
#5-33.35%
Oct 18, 2024 - Apr 8, 2025		-1.84%
Sep 14, 2023 - Nov 14, 2023
#6-19.90%
Aug 1, 2023 - Dec 1, 2023		-1.15%
Feb 25, 2026 - Apr 14, 2026
#7-15.69%
Mar 28, 2024 - Jul 22, 2024		-1.14%
Aug 30, 2024 - Sep 13, 2024
#8-14.19%
May 10, 2021 - Nov 16, 2021		-1.03%
Mar 28, 2024 - May 9, 2024
#9-13.34%
Oct 15, 2020 - Jan 20, 2021		-0.85%
Jul 31, 2023 - Aug 30, 2023
#10-9.58%
Feb 8, 2021 - Mar 15, 2021		-0.85%
Nov 11, 2025 - Nov 25, 2025
#11-9.50%
Jul 30, 2024 - Aug 23, 2024		-0.76%
Dec 16, 2024 - Dec 24, 2024
#12-7.33%
Aug 24, 2020 - Oct 1, 2020		-0.76%
Mar 6, 2023 - Mar 21, 2023
#13-6.54%
Jan 22, 2024 - Feb 12, 2024		-0.62%
Dec 11, 2025 - Dec 22, 2025
#14-5.28%
Jan 25, 2021 - Feb 5, 2021		-0.58%
Sep 27, 2021 - Oct 19, 2021
#15-5.17%
Aug 23, 2024 - Sep 13, 2024		-0.55%
Oct 8, 2025 - Oct 20, 2025

Correlation

Correlation between ITB and BALT is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

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