XDSQ vs. BALT

In the year-to-date period, XDSQ achieves a 0.40% return, which is significantly lower than BALT's 1.46% return.

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XDSQ has a 0.79% expense ratio, which is higher than BALT's 0.69% expense ratio.

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.

The current XDSQ Sharpe Ratio is 0.86, which is lower than the BALT Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of XDSQ 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.

Neither XDSQ nor BALT has paid dividends to shareholders.

The maximum XDSQ drawdown since its inception was -26.06%, which is greater than BALT's maximum drawdown of -4.89%. Use the drawdown chart below to compare losses from any high point for XDSQ and BALT.

Innovator US Equity Accelerated ETF (XDSQ) has a higher volatility of 3.62% compared to Innovator Defined Wealth Shield ETF (BALT) at 0.74%. 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.