SNPE vs BALT

Comparison between XTRACKERS S&P 500 SCORED & SCREENED ETF (SNPE, ETF) and Innovator Defined Wealth Shield ETF (BALT, ETF).

5-Year PerformanceSNPE has outperformed BALT, delivering a return of +13.7% compared to +6.1%

SNPE vs BALT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SNPE(ETF)	BALT(ETF)
Net Assets	$2.70B	$2.80B
Expense Ratio	0.10%	0.69%
Max Drawdown	33.84%	4.89%
Sharpe Ratio	1.46	1.27
5Y Beta	0.97	0.19
P/E Ratio	26.63	N/A
Forward P/E	19.35	N/A
PEG Ratio	0.25	N/A
5Y Dividends CAGR	9.64%	N/A
5Y EPS CAGR	34.40%	N/A
Debt to Equity	72.98%	N/A
P/S Ratio	3.33	N/A
P/B Ratio	5.78	N/A

Net Assets

SNPE

$2.70B

Winner

BALT

$2.80B

Expense Ratio

Winner

SNPE

0.10%

BALT

0.69%

Max Drawdown

SNPE

33.84%

Winner

BALT

4.89%

Sharpe Ratio

Winner

SNPE

1.46

BALT

1.27

5Y Beta

SNPE

0.97

Winner

BALT

0.19

P/E Ratio

SNPE

26.63

BALT

N/A

Forward P/E

SNPE

19.35

BALT

N/A

PEG Ratio

SNPE

0.25

BALT

N/A

5Y Dividends CAGR

SNPE

9.64%

BALT

N/A

5Y EPS CAGR

SNPE

34.40%

BALT

N/A

Debt to Equity

SNPE

72.98%

BALT

N/A

P/S Ratio

SNPE

3.33

BALT

N/A

P/B Ratio

SNPE

5.78

BALT

N/A

SNPE vs BALT - Historical Returns

Returns include dividend reinvestment.

Period	SNPE	BALT
1 month	+4.93%	+1.05%
3 months	+4.30%	+1.79%
6 months	+11.91%	+2.75%
1 year	+23.30%	+6.77%
5 years(CAGR)	+13.73%	+6.10%
Max(CAGR)	+17.24%	+5.99%

Winner

SNPE

+4.93%

BALT

+1.05%

Winner

SNPE

+4.30%

BALT

+1.79%

Winner

SNPE

+11.91%

BALT

+2.75%

Winner

SNPE

+23.30%

BALT

+6.77%

5Y(CAGR)

Winner

SNPE

+13.73%

BALT

+6.10%

Max(CAGR)

Winner

SNPE

+17.24%

BALT

+5.99%

SNPE vs BALT - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	SNPE	BALT
2026	+13.29%	+3.46%
2025	+18.98%	+6.57%
2024	+24.53%	+10.32%
2023	+28.32%	+7.61%
2022	-18.42%	+2.48%
2021	+33.36%	+0.82%
2020	+18.83%	N/A
2019	+12.92%	N/A

SNPE vs BALT Drawdown Comparison

The maximum drawdown for SNPE was -33.35%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.

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

The current SNPE drawdown is -1.71%. The current BALT drawdown is -0.12%.

Rank	SNPE	BALT
#1	-33.35% Feb 19, 2020 - Aug 5, 2020	-4.89% Feb 20, 2025 - Jun 3, 2025
#2	-24.66% Jan 3, 2022 - Dec 1, 2023	-2.16% Jan 4, 2022 - Jul 8, 2022
#3	-19.15% Dec 4, 2024 - Jun 30, 2025	-1.98% Aug 25, 2022 - Nov 10, 2022
#4	-10.17% Sep 2, 2020 - Nov 16, 2020	-1.85% Jul 16, 2024 - Aug 19, 2024
#5	-9.46% Feb 9, 2026 - Apr 15, 2026	-1.84% Sep 14, 2023 - Nov 14, 2023
#6	-9.00% Jul 16, 2024 - Sep 24, 2024	-1.15% Feb 25, 2026 - Apr 14, 2026
#7	-5.82% Jul 26, 2019 - Sep 12, 2019	-1.14% Aug 30, 2024 - Sep 13, 2024
#8	-5.54% Mar 28, 2024 - May 14, 2024	-1.03% Mar 28, 2024 - May 9, 2024
#9	-4.99% Sep 2, 2021 - Oct 19, 2021	-0.85% Jul 31, 2023 - Aug 30, 2023
#10	-4.43% Oct 28, 2025 - Dec 5, 2025	-0.85% Nov 11, 2025 - Nov 25, 2025
#11	-4.16% May 7, 2021 - Jun 10, 2021	-0.76% Dec 16, 2024 - Dec 24, 2024
#12	-4.13% Sep 12, 2019 - Oct 21, 2019	-0.76% Mar 6, 2023 - Mar 21, 2023
#13	-4.04% Jun 15, 2026 - Aug 3, 2026	-0.62% Dec 11, 2025 - Dec 22, 2025
#14	-4.01% Feb 16, 2021 - Mar 11, 2021	-0.58% Sep 27, 2021 - Oct 19, 2021
#15	-3.76% Jun 1, 2026 - Jun 15, 2026	-0.55% Jul 16, 2026 - Aug 3, 2026