LOCT vs BALQ
Comparison between Innovator Premium Income 15 Buffer ETF - October (LOCT, ETF) and iShares Nasdaq Premium Income Active ETF (BALQ, ETF).
LOCT vs BALQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LOCT
$14M
BALQ
$14M
Expense Ratio
LOCT
0.79%
Winner
BALQ
0.35%
Max Drawdown
Winner
LOCT
6.54%
BALQ
13.17%
Sharpe Ratio
LOCT
0.87
Winner
BALQ
1.42
5Y Beta
Winner
LOCT
0.20
BALQ
1.38
P/E Ratio
LOCT
N/A
BALQ
40.07
Forward P/E
LOCT
N/A
BALQ
25.08
5Y EPS CAGR
LOCT
N/A
BALQ
30.50%
Debt to Equity
LOCT
N/A
BALQ
29.19%
P/S Ratio
LOCT
N/A
BALQ
5.05
P/B Ratio
LOCT
N/A
BALQ
8.69
LOCT vs BALQ - Historical Returns
Returns include dividend reinvestment.
1M
LOCT
+0.43%
Winner
BALQ
+3.57%
3M
LOCT
+1.81%
Winner
BALQ
+16.39%
6M
LOCT
+2.75%
Winner
BALQ
+15.02%
1Y
LOCT
+5.64%
BALQ
N/A
Max(CAGR)
LOCT
+6.00%
Winner
BALQ
+33.36%
LOCT vs BALQ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | LOCT | BALQ |
|---|---|---|
| 2026 | +2.18% | +16.19% |
| 2025 | +5.60% | -0.49% |
| 2024 | +5.21% | N/A |
| 2023 | +2.95% | N/A |
LOCT vs BALQ Drawdown Comparison
The maximum drawdown for LOCT was -4.69%, occurring on Apr 8, 2025. Recovery took 32 trading sessions.
The maximum drawdown for BALQ was -11.80%, occurring on Mar 30, 2026. Recovery took 52 trading sessions.
The current LOCT drawdown is -0.13%. The current BALQ drawdown is -5.62%.
| Rank | LOCT | BALQ |
|---|---|---|
| #1 | -4.69% Mar 25, 2025 - May 9, 2025 | -11.80% Jan 28, 2026 - Apr 14, 2026 |
| #2 | -1.23% Feb 25, 2026 - Apr 8, 2026 | -5.62% Jun 2, 2026 - Jun 5, 2026 |
| #3 | -0.95% Feb 19, 2025 - Mar 24, 2025 | -4.49% Dec 10, 2025 - Jan 6, 2026 |
| #4 | -0.93% Oct 27, 2025 - Nov 26, 2025 | -2.89% Jan 12, 2026 - Jan 26, 2026 |
| #5 | -0.74% Oct 11, 2023 - Nov 1, 2023 | -2.69% May 14, 2026 - May 26, 2026 |
| #6 | -0.59% Dec 11, 2024 - Dec 24, 2024 | -0.97% Apr 17, 2026 - Apr 22, 2026 |
| #7 | -0.55% Oct 6, 2025 - Oct 20, 2025 | -0.95% Apr 27, 2026 - Apr 30, 2026 |
| #8 | -0.51% Sep 30, 2024 - Oct 15, 2024 | -0.77% Apr 22, 2026 - Apr 24, 2026 |
| #9 | -0.44% Jan 9, 2026 - Feb 2, 2026 | -0.70% May 11, 2026 - May 13, 2026 |
| #10 | -0.42% Oct 18, 2024 - Nov 6, 2024 | -0.64% Jan 6, 2026 - Jan 9, 2026 |
| #11 | -0.38% Jul 31, 2024 - Aug 8, 2024 | -0.37% May 6, 2026 - May 8, 2026 |
| #12 | -0.38% May 19, 2025 - May 30, 2025 | -0.14% Dec 5, 2025 - Dec 9, 2025 |
| #13 | -0.29% Oct 2, 2023 - Oct 6, 2023 | -0.14% May 1, 2026 - May 5, 2026 |
| #14 | -0.29% Jan 6, 2025 - Jan 15, 2025 | -0.13% Dec 3, 2025 - Dec 5, 2025 |
| #15 | -0.25% Feb 9, 2026 - Feb 25, 2026 | N/A |
Correlation
Correlation between LOCT and BALQ is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2023 - 2026)
LOCT vs BALQ dividend yield comparison.
| Year | LOCT | BALQ |
|---|---|---|
| 2026 | 2.15% | 4.00% |
| 2025 | 5.12% | 0.95% |
| 2024 | 6.27% | 0.00% |
| 2023 | 1.64% | 0.00% |
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