XDSQ vs. BALT
Compare and contrast key facts about Innovator US Equity Accelerated ETF (XDSQ) and Innovator Defined Wealth Shield ETF (BALT).
XDSQ and BALT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XDSQ is an actively managed fund by Innovator. It was launched on Apr 1, 2021. BALT is an actively managed fund by Innovator. It was launched on Jul 1, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XDSQ or BALT.
Correlation
The correlation between XDSQ and BALT is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XDSQ vs. BALT - Performance Comparison
Key characteristics
XDSQ:
2.11
BALT:
3.24
XDSQ:
2.81
BALT:
4.73
XDSQ:
1.43
BALT:
1.72
XDSQ:
3.12
BALT:
5.40
XDSQ:
14.51
BALT:
28.25
XDSQ:
1.63%
BALT:
0.35%
XDSQ:
11.24%
BALT:
3.09%
XDSQ:
-26.06%
BALT:
-2.16%
XDSQ:
0.00%
BALT:
-0.09%
Returns By Period
In the year-to-date period, XDSQ achieves a 4.04% return, which is significantly higher than BALT's 1.34% return.
XDSQ
4.04%
1.80%
11.25%
23.36%
N/A
N/A
BALT
1.34%
0.70%
4.70%
10.00%
N/A
N/A
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XDSQ vs. BALT - Expense Ratio Comparison
XDSQ has a 0.79% expense ratio, which is higher than BALT's 0.69% expense ratio.
Risk-Adjusted Performance
XDSQ vs. BALT — Risk-Adjusted Performance Rank
XDSQ
BALT
XDSQ vs. BALT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator US Equity Accelerated ETF (XDSQ) 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.
Dividends
XDSQ vs. BALT - Dividend Comparison
Neither XDSQ nor BALT has paid dividends to shareholders.
Drawdowns
XDSQ vs. BALT - Drawdown Comparison
The maximum XDSQ drawdown since its inception was -26.06%, which is greater than BALT's maximum drawdown of -2.16%. Use the drawdown chart below to compare losses from any high point for XDSQ and BALT. For additional features, visit the drawdowns tool.
Volatility
XDSQ vs. BALT - Volatility Comparison
Innovator US Equity Accelerated ETF (XDSQ) has a higher volatility of 2.09% compared to Innovator Defined Wealth Shield ETF (BALT) at 0.57%. This indicates that XDSQ'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.