FFTY vs. BALT
Compare and contrast key facts about Innovator IBD 50 ETF (FFTY) and Innovator Defined Wealth Shield ETF (BALT).
FFTY and BALT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FFTY is a passively managed fund by Innovator that tracks the performance of the IBD 50 Index. It was launched on Apr 9, 2015. BALT is a passively managed fund by Innovator that tracks the performance of the S&P 500. It was launched on Jun 30, 2021. Both FFTY and BALT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
FFTY vs. BALT - Performance Comparison
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FFTY vs. BALT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
FFTY Innovator IBD 50 ETF | -4.02% | 23.38% | 18.36% | 12.40% | -51.08% | 0.68% |
BALT Innovator Defined Wealth Shield ETF | -0.13% | 6.65% | 9.98% | 7.45% | 2.54% | 0.82% |
Returns By Period
In the year-to-date period, FFTY achieves a -4.02% return, which is significantly lower than BALT's -0.13% return.
FFTY
- 1D
- 5.00%
- 1M
- -18.29%
- YTD
- -4.02%
- 6M
- -9.38%
- 1Y
- 25.53%
- 3Y*
- 13.29%
- 5Y*
- -4.52%
- 10Y*
- 5.25%
BALT
- 1D
- 0.10%
- 1M
- -0.87%
- YTD
- -0.13%
- 6M
- 1.97%
- 1Y
- 6.64%
- 3Y*
- 7.11%
- 5Y*
- —
- 10Y*
- —
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FFTY vs. BALT - Expense Ratio Comparison
FFTY has a 0.80% expense ratio, which is higher than BALT's 0.69% expense ratio.
Return for Risk
FFTY vs. BALT — Risk / Return Rank
FFTY
BALT
FFTY vs. BALT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator IBD 50 ETF (FFTY) 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.
| FFTY | BALT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 1.49 | -0.75 |
Sortino ratioReturn per unit of downside risk | 1.14 | 2.29 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.43 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 1.91 | -0.87 |
Martin ratioReturn relative to average drawdown | 3.05 | 12.79 | -9.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FFTY | BALT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 1.49 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 1.70 | -1.58 |
Correlation
The correlation between FFTY and BALT is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FFTY vs. BALT - Dividend Comparison
FFTY's dividend yield for the trailing twelve months is around 1.40%, while BALT has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFTY Innovator IBD 50 ETF | 1.40% | 1.35% | 0.91% | 0.65% | 2.75% | 0.22% | 0.00% | 0.00% | 0.00% | 0.17% |
BALT Innovator Defined Wealth Shield ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FFTY vs. BALT - Drawdown Comparison
The maximum FFTY drawdown since its inception was -59.46%, which is greater than BALT's maximum drawdown of -4.89%. Use the drawdown chart below to compare losses from any high point for FFTY and BALT.
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Drawdown Indicators
| FFTY | BALT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.46% | -4.89% | -54.57% |
Max Drawdown (1Y)Largest decline over 1 year | -23.29% | -3.48% | -19.81% |
Max Drawdown (5Y)Largest decline over 5 years | -59.46% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -59.46% | — | — |
Current DrawdownCurrent decline from peak | -32.35% | -1.05% | -31.30% |
Average DrawdownAverage peak-to-trough decline | -22.38% | -0.35% | -22.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.97% | 0.52% | +7.45% |
Volatility
FFTY vs. BALT - Volatility Comparison
Innovator IBD 50 ETF (FFTY) has a higher volatility of 14.46% compared to Innovator Defined Wealth Shield ETF (BALT) at 0.61%. This indicates that FFTY's price experiences larger fluctuations and is considered to be riskier than BALT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFTY | BALT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.46% | 0.61% | +13.85% |
Volatility (6M)Calculated over the trailing 6-month period | 28.72% | 1.84% | +26.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.49% | 4.48% | +30.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.00% | 3.36% | +25.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.17% | 3.36% | +23.81% |