QGRW vs BALT

Comparison between WISDOMTREE U.S. QUALITY GROWTH FUND (QGRW, ETF) and Innovator Defined Wealth Shield ETF (BALT, ETF).

QGRW vs BALT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QGRW(ETF)	BALT(ETF)
Net Assets	$2.10B	$2.20B
Expense Ratio	0.28%	0.69%
Max Drawdown	24.50%	4.89%
Sharpe Ratio	1.85	1.74
5Y Beta	1.30	0.21
P/E Ratio	37.58	N/A
Forward P/E	26.29	N/A
PEG Ratio	0.53	N/A
5Y EPS CAGR	38.63%	N/A
Debt to Equity	27.46%	N/A
P/S Ratio	9.17	N/A
P/B Ratio	13.38	N/A

Net Assets

QGRW

$2.10B

Winner

BALT

$2.20B

Expense Ratio

Winner

QGRW

0.28%

BALT

0.69%

Max Drawdown

QGRW

24.50%

Winner

BALT

4.89%

Sharpe Ratio

Winner

QGRW

1.85

BALT

1.74

5Y Beta

QGRW

1.30

Winner

BALT

0.21

P/E Ratio

QGRW

37.58

BALT

N/A

Forward P/E

QGRW

26.29

BALT

N/A

PEG Ratio

QGRW

0.53

BALT

N/A

5Y EPS CAGR

QGRW

38.63%

BALT

N/A

Debt to Equity

QGRW

27.46%

BALT

N/A

P/S Ratio

QGRW

9.17

BALT

N/A

P/B Ratio

QGRW

13.38

BALT

N/A

QGRW vs BALT - Historical Returns

Returns include dividend reinvestment.

Period	QGRW	BALT
1 month	+15.34%	+0.89%
3 months	+12.19%	+0.70%
6 months	+11.41%	+3.17%
1 year	+40.78%	+7.68%
5 years(CAGR)	N/A	+5.92%
Max(CAGR)	+33.74%	+5.92%

Winner

QGRW

+15.34%

BALT

+0.89%

Winner

QGRW

+12.19%

BALT

+0.70%

Winner

QGRW

+11.41%

BALT

+3.17%

Winner

QGRW

+40.78%

BALT

+7.68%

5Y(CAGR)

QGRW

N/A

BALT

+5.92%

Max(CAGR)

Winner

QGRW

+33.74%

BALT

+5.92%

QGRW vs BALT - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	QGRW	BALT
2026	+10.49%	+1.37%
2025	+19.30%	+6.57%
2024	+37.48%	+10.32%
2023	+57.20%	+7.61%
2022	-3.30%	+2.48%
2021	N/A	+0.82%

QGRW vs BALT Drawdown Comparison

The maximum drawdown for QGRW was -24.40%, occurring on Apr 8, 2025. Recovery took 130 trading sessions.

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

The current BALT drawdown is -0.06%.

Rank	QGRW	BALT
#1	-24.40% Dec 16, 2024 - Jun 26, 2025	-4.89% Feb 20, 2025 - Jun 3, 2025
#2	-15.44% Oct 29, 2025 - Apr 17, 2026	-2.16% Jan 4, 2022 - Jul 8, 2022
#3	-14.54% Jul 10, 2024 - Oct 29, 2024	-1.98% Aug 25, 2022 - Nov 10, 2022
#4	-11.75% Jul 18, 2023 - Nov 16, 2023	-1.85% Jul 16, 2024 - Aug 19, 2024
#5	-7.63% Apr 11, 2024 - May 15, 2024	-1.84% Sep 14, 2023 - Nov 14, 2023
#6	-7.28% Feb 2, 2023 - Mar 21, 2023	-1.15% Feb 25, 2026 - Apr 14, 2026
#7	-5.52% Dec 15, 2022 - Jan 11, 2023	-1.14% Aug 30, 2024 - Sep 13, 2024
#8	-3.97% Dec 28, 2023 - Jan 18, 2024	-1.03% Mar 28, 2024 - May 9, 2024
#9	-3.65% Oct 8, 2025 - Oct 24, 2025	-0.85% Jul 31, 2023 - Aug 30, 2023
#10	-3.57% Oct 29, 2024 - Nov 6, 2024	-0.85% Nov 11, 2025 - Nov 25, 2025
#11	-3.10% Feb 9, 2024 - Feb 22, 2024	-0.76% Dec 16, 2024 - Dec 24, 2024
#12	-3.06% Nov 11, 2024 - Dec 2, 2024	-0.76% Mar 6, 2023 - Mar 21, 2023
#13	-2.94% Apr 18, 2023 - Apr 27, 2023	-0.62% Dec 11, 2025 - Dec 22, 2025
#14	-2.92% Jun 15, 2023 - Jun 30, 2023	-0.58% Sep 27, 2021 - Oct 19, 2021
#15	-2.64% Jul 28, 2025 - Aug 12, 2025	-0.55% Oct 8, 2025 - Oct 20, 2025