NUGO vs BALT

Comparison between NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF) and Innovator Defined Wealth Shield ETF (BALT, ETF).

5-Year PerformanceNUGO has outperformed BALT, delivering a return of +13.2% compared to +6.1%

NUGO vs BALT - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	NUGO(ETF)	BALT(ETF)
Net Assets	$2.60B	$2.60B
Expense Ratio	0.50%	0.69%
Max Drawdown	38.01%	4.89%
Sharpe Ratio	0.76	1.37
5Y Beta	1.27	0.19
P/E Ratio	34.92	N/A
Forward P/E	26.69	N/A
PEG Ratio	0.10	N/A
5Y EPS CAGR	39.98%	N/A
Debt to Equity	39.24%	N/A
P/S Ratio	10.08	N/A
P/B Ratio	13.28	N/A

Net Assets

NUGO

$2.60B

BALT

$2.60B

Expense Ratio

Winner

NUGO

0.50%

BALT

0.69%

Max Drawdown

NUGO

38.01%

Winner

BALT

4.89%

Sharpe Ratio

NUGO

0.76

Winner

BALT

1.37

5Y Beta

NUGO

1.27

Winner

BALT

0.19

P/E Ratio

NUGO

34.92

BALT

N/A

Forward P/E

NUGO

26.69

BALT

N/A

PEG Ratio

NUGO

0.10

BALT

N/A

5Y EPS CAGR

NUGO

39.98%

BALT

N/A

Debt to Equity

NUGO

39.24%

BALT

N/A

P/S Ratio

NUGO

10.08

BALT

N/A

P/B Ratio

NUGO

13.28

BALT

N/A

NUGO vs BALT - Historical Returns

Returns include dividend reinvestment.

Period	NUGO	BALT
1 month	+2.23%	+0.83%
3 months	+3.70%	+1.81%
6 months	+15.26%	+2.68%
1 year	+16.57%	+6.98%
5 years(CAGR)	+13.18%	+6.09%
Max(CAGR)	+13.18%	+6.01%

Winner

NUGO

+2.23%

BALT

+0.83%

Winner

NUGO

+3.70%

BALT

+1.81%

Winner

NUGO

+15.26%

BALT

+2.68%

Winner

NUGO

+16.57%

BALT

+6.98%

5Y(CAGR)

Winner

NUGO

+13.18%

BALT

+6.09%

Max(CAGR)

Winner

NUGO

+13.18%

BALT

+6.01%

NUGO vs BALT - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	NUGO	BALT
2026	+10.65%	+3.26%
2025	+14.52%	+6.57%
2024	+37.96%	+10.32%
2023	+46.20%	+7.61%
2022	-33.54%	+2.48%
2021	+7.78%	+0.82%

NUGO vs BALT Drawdown Comparison

The maximum drawdown for NUGO was -38.01%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.

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

The current NUGO drawdown is -0.90%. The current BALT drawdown is -0.01%.

Rank	NUGO	BALT
#1	-38.01% Nov 19, 2021 - Jan 24, 2024	-4.89% Feb 20, 2025 - Jun 3, 2025
#2	-25.12% Dec 16, 2024 - Jul 3, 2025	-2.16% Jan 4, 2022 - Jul 8, 2022
#3	-17.54% Oct 29, 2025 - May 6, 2026	-1.98% Aug 25, 2022 - Nov 10, 2022
#4	-14.99% Jul 10, 2024 - Oct 21, 2024	-1.85% Jul 16, 2024 - Aug 19, 2024
#5	-9.87% Jun 2, 2026 - Jul 29, 2026	-1.84% Sep 14, 2023 - Nov 14, 2023
#6	-7.37% Mar 22, 2024 - May 15, 2024	-1.15% Feb 25, 2026 - Apr 14, 2026
#7	-3.73% Oct 22, 2024 - Nov 6, 2024	-1.14% Aug 30, 2024 - Sep 13, 2024
#8	-3.59% Feb 9, 2024 - Feb 22, 2024	-1.03% Mar 28, 2024 - May 9, 2024
#9	-3.39% Oct 9, 2025 - Oct 24, 2025	-0.85% Jul 31, 2023 - Aug 30, 2023
#10	-3.23% Aug 12, 2025 - Sep 8, 2025	-0.85% Nov 11, 2025 - Nov 25, 2025
#11	-3.08% Nov 12, 2024 - Dec 2, 2024	-0.76% Dec 16, 2024 - Dec 24, 2024
#12	-3.07% May 14, 2026 - May 28, 2026	-0.76% Mar 6, 2023 - Mar 21, 2023
#13	-2.95% May 28, 2024 - Jun 5, 2024	-0.62% Dec 11, 2025 - Dec 22, 2025
#14	-2.73% Jan 29, 2024 - Feb 2, 2024	-0.58% Sep 27, 2021 - Oct 19, 2021
#15	-2.66% Jun 18, 2024 - Jul 3, 2024	-0.55% Jul 16, 2026 - Aug 3, 2026