UITB vs BALT

Comparison between VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF VICTORYSHARES CORE INTERMEDIATE BOND ETF (UITB, ETF) and Innovator Defined Wealth Shield ETF (BALT, ETF).

5-Year PerformanceBALT has outperformed UITB, delivering a return of +6.1% compared to +0.2%

UITB vs BALT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UITB(ETF)	BALT(ETF)
Net Assets	$2.60B	$2.60B
Expense Ratio	0.25%	0.69%
Max Drawdown	20.97%	4.89%
Sharpe Ratio	-0.42	1.37
5Y Beta	0.04	0.19
5Y Dividends CAGR	8.51%	N/A

Net Assets

UITB

$2.60B

BALT

$2.60B

Expense Ratio

Winner

UITB

0.25%

BALT

0.69%

Max Drawdown

UITB

20.97%

Winner

BALT

4.89%

Sharpe Ratio

UITB

-0.42

Winner

BALT

1.37

5Y Beta

Winner

UITB

0.04

BALT

0.19

5Y Dividends CAGR

UITB

8.51%

BALT

N/A

UITB vs BALT - Historical Returns

Returns include dividend reinvestment.

Period	UITB	BALT
1 month	-0.29%	+0.98%
3 months	-0.29%	+1.93%
6 months	-0.45%	+2.77%
1 year	+2.29%	+7.02%
5 years(CAGR)	+0.23%	+6.10%
10 years(CAGR)	+2.23%	N/A
Max(CAGR)	+2.23%	+6.03%

UITB

-0.29%

Winner

BALT

+0.98%

UITB

-0.29%

Winner

BALT

+1.93%

UITB

-0.45%

Winner

BALT

+2.77%

UITB

+2.29%

Winner

BALT

+7.02%

5Y(CAGR)

UITB

+0.23%

Winner

BALT

+6.10%

10Y(CAGR)

UITB

+2.23%

BALT

N/A

Max(CAGR)

UITB

+2.23%

Winner

BALT

+6.03%

UITB vs BALT - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	UITB	BALT
2026	+0.07%	+3.35%
2025	+7.25%	+6.57%
2024	+2.20%	+10.32%
2023	+6.02%	+7.61%
2022	-11.67%	+2.48%
2021	-0.80%	+0.82%
2020	+7.85%	N/A
2019	+11.24%	N/A
2018	-1.15%	N/A
2017	+0.99%	N/A

UITB vs BALT Drawdown Comparison

The maximum drawdown for UITB was -17.02%, occurring on Oct 20, 2022. Recovery took 1031 trading sessions.

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

The current UITB drawdown is -1.78%.

Rank	UITB	BALT
#1	-17.02% Aug 3, 2021 - Sep 11, 2025	-4.89% Feb 20, 2025 - Jun 3, 2025
#2	-8.72% Mar 6, 2020 - Jun 22, 2020	-2.16% Jan 4, 2022 - Jul 8, 2022
#3	-3.44% Dec 29, 2017 - Jan 30, 2019	-1.98% Aug 25, 2022 - Nov 10, 2022
#4	-3.01% Dec 31, 2020 - Jul 8, 2021	-1.85% Jul 16, 2024 - Aug 19, 2024
#5	-2.80% Feb 27, 2026 - May 19, 2026	-1.84% Sep 14, 2023 - Nov 14, 2023
#6	-2.27% Sep 4, 2019 - Jan 3, 2020	-1.15% Feb 25, 2026 - Apr 14, 2026
#7	-1.26% Aug 6, 2020 - Nov 19, 2020	-1.14% Aug 30, 2024 - Sep 13, 2024
#8	-0.97% Oct 28, 2025 - Nov 25, 2025	-1.03% Mar 28, 2024 - May 9, 2024
#9	-0.85% Nov 26, 2025 - Feb 5, 2026	-0.85% Jul 31, 2023 - Aug 30, 2023
#10	-0.82% Jul 3, 2019 - Aug 1, 2019	-0.85% Nov 11, 2025 - Nov 25, 2025
#11	-0.69% Sep 16, 2025 - Oct 10, 2025	-0.76% Dec 16, 2024 - Dec 24, 2024
#12	-0.58% Jul 8, 2021 - Jul 19, 2021	-0.76% Mar 6, 2023 - Mar 21, 2023
#13	-0.56% Nov 6, 2017 - Nov 24, 2017	-0.62% Dec 11, 2025 - Dec 22, 2025
#14	-0.49% Jan 31, 2020 - Feb 18, 2020	-0.58% Sep 27, 2021 - Oct 19, 2021
#15	-0.47% Feb 26, 2019 - Mar 7, 2019	-0.55% Jul 16, 2026 - Aug 3, 2026