TOCT vs FTBI

Comparison between Innovator Equity Defined Protection ETF 2 Yr to October 2027 (TOCT, ETF) and FIRST TRUST BALANCED INCOME ETF (FTBI, ETF).

TOCT vs FTBI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TOCT(ETF)	FTBI(ETF)
Net Assets	$20M	$20M
Expense Ratio	0.79%	0.97%
Max Drawdown	2.02%	6.42%
Sharpe Ratio	-0.17	1.53
5Y Beta	0.19	0.53

Net Assets

TOCT

$20M

Winner

FTBI

$20M

Expense Ratio

Winner

TOCT

0.79%

FTBI

0.97%

Max Drawdown

Winner

TOCT

2.02%

FTBI

6.42%

Sharpe Ratio

TOCT

-0.17

Winner

FTBI

1.53

5Y Beta

Winner

TOCT

0.19

FTBI

0.53

TOCT vs FTBI - Historical Returns

Returns include dividend reinvestment.

Period	TOCT	FTBI
1 month	+0.20%	+1.44%
3 months	+2.35%	+5.03%
6 months	+2.19%	+5.88%
1 year	N/A	+16.14%
Max(CAGR)	+3.31%	+17.56%

TOCT

+0.20%

Winner

FTBI

+1.44%

TOCT

+2.35%

Winner

FTBI

+5.03%

TOCT

+2.19%

Winner

FTBI

+5.88%

TOCT

N/A

FTBI

+16.14%

Max(CAGR)

TOCT

+3.31%

Winner

FTBI

+17.56%

TOCT vs FTBI - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	TOCT	FTBI
2026	+1.94%	+5.56%
2025	+0.49%	+11.78%

TOCT vs FTBI Drawdown Comparison

The maximum drawdown for TOCT was -2.02%, occurring on Mar 27, 2026. Recovery took 37 trading sessions.

The maximum drawdown for FTBI was -5.33%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.

The current TOCT drawdown is -0.35%. The current FTBI drawdown is -0.86%.

Rank	TOCT	FTBI
#1	-2.02% Feb 20, 2026 - Apr 15, 2026	-5.33% Feb 25, 2026 - Apr 17, 2026
#2	-1.33% Oct 27, 2025 - Jan 7, 2026	-2.56% Jun 2, 2026 - Jun 10, 2026
#3	-0.74% May 29, 2026 - Jun 10, 2026	-2.52% Nov 12, 2025 - Nov 26, 2025
#4	-0.61% Feb 2, 2026 - Feb 9, 2026	-1.58% May 6, 2026 - May 22, 2026
#5	-0.47% Jan 12, 2026 - Jan 27, 2026	-1.47% Oct 8, 2025 - Oct 20, 2025
#6	-0.36% Oct 2, 2025 - Oct 17, 2025	-1.34% Jan 29, 2026 - Feb 6, 2026
#7	-0.30% Feb 9, 2026 - Feb 20, 2026	-1.22% Dec 11, 2025 - Dec 23, 2025
#8	-0.30% May 14, 2026 - May 21, 2026	-1.00% Jan 15, 2026 - Jan 22, 2026
#9	-0.28% Oct 20, 2025 - Oct 24, 2025	-0.99% Jul 22, 2025 - Aug 8, 2025
#10	-0.22% May 1, 2026 - May 6, 2026	-0.98% Feb 10, 2026 - Feb 25, 2026
#11	-0.19% Apr 17, 2026 - Apr 24, 2026	-0.98% Oct 27, 2025 - Nov 12, 2025
#12	-0.19% Apr 27, 2026 - Apr 30, 2026	-0.98% Oct 21, 2025 - Oct 27, 2025
#13	-0.11% May 8, 2026 - May 14, 2026	-0.91% Dec 26, 2025 - Jan 5, 2026
#14	-0.04% Jan 27, 2026 - Feb 2, 2026	-0.86% Aug 13, 2025 - Aug 22, 2025
#15	-0.04% Jan 7, 2026 - Jan 9, 2026	-0.85% Apr 24, 2026 - May 5, 2026