BSCT vs. BALT

In the year-to-date period, BSCT achieves a 2.50% return, which is significantly higher than BALT's 0.46% return.

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

This table presents a comparison of risk-adjusted performance metrics for Invesco BulletShares 2029 Corporate Bond ETF (BSCT) and Innovator Defined Wealth Shield ETF (BALT). 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 BSCT Sharpe Ratio is 1.76, which is comparable to the BALT Sharpe Ratio of 1.57. The chart below compares the historical Sharpe Ratios of BSCT and BALT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BSCT's dividend yield for the trailing twelve months is around 4.56%, while BALT has not paid dividends to shareholders.

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

The current volatility for Invesco BulletShares 2029 Corporate Bond ETF (BSCT) is 1.47%, while Innovator Defined Wealth Shield ETF (BALT) has a volatility of 1.78%. This indicates that BSCT experiences smaller price fluctuations and is considered to be less risky than BALT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.