SLQD vs BALT

Comparison between ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF) and Innovator Defined Wealth Shield ETF (BALT, ETF).

5-Year PerformanceBALT has outperformed SLQD, delivering a return of +5.9% compared to +2.5%

SLQD vs BALT - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	SLQD(ETF)	BALT(ETF)
Net Assets	$2.30B	$2.40B
Expense Ratio	0.06%	0.69%
Max Drawdown	12.69%	4.89%
Sharpe Ratio	0.78	1.68
5Y Beta	0.03	0.21
5Y Dividends CAGR	16.24%	N/A

Net Assets

SLQD

$2.30B

Winner

BALT

$2.40B

Expense Ratio

Winner

SLQD

0.06%

BALT

0.69%

Max Drawdown

SLQD

12.69%

Winner

BALT

4.89%

Sharpe Ratio

SLQD

0.78

Winner

BALT

1.68

5Y Beta

Winner

SLQD

0.03

BALT

0.21

5Y Dividends CAGR

SLQD

16.24%

BALT

N/A

SLQD vs BALT - Historical Returns

Returns include dividend reinvestment.

Period	SLQD	BALT
1 month	+0.22%	+0.82%
3 months	+0.24%	+0.74%
6 months	+1.41%	+2.81%
1 year	+4.92%	+7.10%
5 years(CAGR)	+2.52%	+5.91%
10 years(CAGR)	+2.66%	N/A
Max(CAGR)	+2.52%	+5.91%

SLQD

+0.22%

Winner

BALT

+0.82%

SLQD

+0.24%

Winner

BALT

+0.74%

SLQD

+1.41%

Winner

BALT

+2.81%

SLQD

+4.92%

Winner

BALT

+7.10%

5Y(CAGR)

SLQD

+2.52%

Winner

BALT

+5.91%

10Y(CAGR)

SLQD

+2.66%

BALT

N/A

Max(CAGR)

SLQD

+2.52%

Winner

BALT

+5.91%

SLQD vs BALT - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SLQD	BALT
2026	+0.73%	+1.37%
2025	+6.23%	+6.57%
2024	+5.15%	+10.32%
2023	+5.87%	+7.61%
2022	-4.27%	+2.48%
2021	-0.53%	+0.82%
2020	+4.70%	N/A
2019	+6.05%	N/A
2018	+1.15%	N/A
2017	+2.17%	N/A
2016	+1.81%	N/A
2015	+1.23%	N/A
2014	+1.65%	N/A
2013	+0.49%	N/A

SLQD vs BALT Drawdown Comparison

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

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

The current SLQD drawdown is -0.14%. The current BALT drawdown is -0.06%.

Rank	SLQD	BALT
#1	-12.69% Mar 4, 2020 - May 19, 2020	-4.89% Feb 20, 2025 - Jun 3, 2025
#2	-7.63% Aug 2, 2021 - Dec 20, 2023	-2.16% Jan 4, 2022 - Jul 8, 2022
#3	-1.52% Aug 24, 2016 - Apr 11, 2017	-1.98% Aug 25, 2022 - Nov 10, 2022
#4	-1.16% Sep 8, 2017 - Aug 13, 2018	-1.85% Jul 16, 2024 - Aug 19, 2024
#5	-1.06% Feb 27, 2026 - Mar 26, 2026	-1.84% Sep 14, 2023 - Nov 14, 2023
#6	-1.05% Oct 27, 2015 - Mar 16, 2016	-1.15% Feb 25, 2026 - Apr 14, 2026
#7	-0.96% Apr 15, 2015 - Oct 14, 2015	-1.14% Aug 30, 2024 - Sep 13, 2024
#8	-0.92% Apr 3, 2025 - Apr 25, 2025	-1.03% Mar 28, 2024 - May 9, 2024
#9	-0.87% Dec 31, 2020 - May 25, 2021	-0.85% Jul 31, 2023 - Aug 30, 2023
#10	-0.82% Sep 27, 2024 - Dec 6, 2024	-0.85% Nov 11, 2025 - Nov 25, 2025
#11	-0.77% Jan 30, 2015 - Mar 18, 2015	-0.76% Dec 16, 2024 - Dec 24, 2024
#12	-0.77% Oct 15, 2014 - Jan 9, 2015	-0.76% Mar 6, 2023 - Mar 21, 2023
#13	-0.76% Mar 27, 2024 - May 3, 2024	-0.62% Dec 11, 2025 - Dec 22, 2025
#14	-0.74% Sep 4, 2019 - Oct 1, 2019	-0.58% Sep 27, 2021 - Oct 19, 2021
#15	-0.67% Aug 19, 2014 - Oct 8, 2014	-0.55% Oct 8, 2025 - Oct 20, 2025