ZJUN vs. BALT
Compare and contrast key facts about Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) and Innovator Defined Wealth Shield ETF (BALT).
ZJUN and BALT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZJUN is an actively managed fund by Innovator. It was launched on May 30, 2025. BALT is a passively managed fund by Innovator that tracks the performance of the S&P 500. It was launched on Jun 30, 2021.
Performance
ZJUN vs. BALT - Performance Comparison
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ZJUN vs. BALT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ZJUN Innovator Equity Defined Protection ETF - 1 Yr June | 0.45% | 3.95% |
BALT Innovator Defined Wealth Shield ETF | -0.00% | 5.08% |
Returns By Period
ZJUN
- 1D
- 0.17%
- 1M
- -0.20%
- YTD
- 0.45%
- 6M
- 1.60%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BALT
- 1D
- 0.13%
- 1M
- -0.77%
- YTD
- -0.00%
- 6M
- 2.06%
- 1Y
- 6.74%
- 3Y*
- 7.16%
- 5Y*
- —
- 10Y*
- —
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ZJUN vs. BALT - Expense Ratio Comparison
ZJUN has a 0.79% expense ratio, which is higher than BALT's 0.69% expense ratio.
Return for Risk
ZJUN vs. BALT — Risk / Return Rank
ZJUN
BALT
ZJUN vs. BALT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| ZJUN | BALT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.80 | 1.71 | +1.09 |
Correlation
The correlation between ZJUN and BALT is 0.68, 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
ZJUN vs. BALT - Dividend Comparison
Neither ZJUN nor BALT has paid dividends to shareholders.
Drawdowns
ZJUN vs. BALT - Drawdown Comparison
The maximum ZJUN drawdown since its inception was -1.08%, smaller than the maximum BALT drawdown of -4.89%. Use the drawdown chart below to compare losses from any high point for ZJUN and BALT.
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Drawdown Indicators
| ZJUN | BALT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.08% | -4.89% | +3.81% |
Max Drawdown (1Y)Largest decline over 1 year | — | -3.48% | — |
Current DrawdownCurrent decline from peak | -0.26% | -0.92% | +0.66% |
Average DrawdownAverage peak-to-trough decline | -0.09% | -0.35% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.52% | — |
Volatility
ZJUN vs. BALT - Volatility Comparison
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Volatility by Period
| ZJUN | BALT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.62% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.84% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 1.91% | 4.48% | -2.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.91% | 3.36% | -1.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.91% | 3.36% | -1.45% |