BALT vs. BSCT

In the year-to-date period, BALT achieves a 1.27% return, which is significantly lower than BSCT's 2.69% return.

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BALT has a 0.69% expense ratio, which is higher than BSCT's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Innovator Defined Wealth Shield ETF (BALT) and Invesco BulletShares 2029 Corporate Bond ETF (BSCT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BALT Sharpe Ratio is 1.62, which is comparable to the BSCT Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of BALT and BSCT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BALT has not paid dividends to shareholders, while BSCT's dividend yield for the trailing twelve months is around 4.55%.

The maximum BALT drawdown since its inception was -4.89%, smaller than the maximum BSCT drawdown of -19.14%. Use the drawdown chart below to compare losses from any high point for BALT and BSCT. For additional features, visit the drawdowns tool.

The current volatility for Innovator Defined Wealth Shield ETF (BALT) is 0.96%, while Invesco BulletShares 2029 Corporate Bond ETF (BSCT) has a volatility of 1.04%. This indicates that BALT experiences smaller price fluctuations and is considered to be less risky than BSCT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.