BALT vs. DODIX

In the year-to-date period, BALT achieves a 1.27% return, which is significantly lower than DODIX's 2.10% return.

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BALT has a 0.69% expense ratio, which is higher than DODIX's 0.41% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Innovator Defined Wealth Shield ETF (BALT) and Dodge & Cox Income Fund (DODIX). 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 1.59, which is higher than the DODIX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of BALT and DODIX, 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 DODIX's dividend yield for the trailing twelve months is around 4.20%.

The maximum BALT drawdown since its inception was -4.89%, smaller than the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for BALT and DODIX. For additional features, visit the drawdowns tool.

The current volatility for Innovator Defined Wealth Shield ETF (BALT) is 1.15%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.68%. This indicates that BALT experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.