Compare · 2 funds side by side · dividends reinvested

APRW and BALT

APRWAllianzIM×BALTInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,017APRW · best of the two

02 / 04

APRW and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AllianzIM U.S. Equity Buffer20 Apr ETFDefined Outcome · Buffer0.74%0.00%+8.0%+9.6%+10.7%+7.0%−1.2%3.0%$204M1.4

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.3B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: APRW 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer20 Apr ETF · $204M$14,017

APRW

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,426

$10,000 five years ago, dividends reinvested

APRWMeasureBALT

+8.0%Year to dateJan 1 → Nov 5+3.6%

+9.6%1 yearTotal return+5.3%

+10.7%3 years · per year$10,000 became $13,563 · $12,498+7.7%

+7.0%5 years · per year$10,000 became $14,017 · $13,426+6.1%

0.74%Expense ratio$74 · $69 a year on $10k · lower is better0.69%

0.00%Trailing 12-mo yield$0 · $0 a year on $10k0.00%

−1.2%Worst dropSmaller is better−1.2%

3.0%VolatilityLower is calmer2.6%

APRWBALT Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2APRW wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

APRW vs BALT: Top 5 Holdings

Today

APRW

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

APRW vs BALT Returns, Every Period

AllianzIMAPRW

+7.0%

5 years, per year

BALTInnovator

+6.1%

5 years, per year

APRWBALTFaded: behind in that period

4–0APRW wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

APRW vs BALT

YTD

AllianzIMAPRW

+8.0%

BALTInnovator

+3.6%

+8.0%Year to date+3.6%

−1.2%Worst drop · 1Y−1.2%

3.0%Volatility · 1Y2.6%

0.0%Yield0.0%

$204MAssets$3.3B

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APRW, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

APRW0.74%$74

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: APRW, BALT

0.00%highest, APRW

FundTrailing yieldYield$10k

APRW0.00%$0

BALT0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$69most kept, BALT

BALT$0 − $69 = −$69

APRW$0 − $74 = −$74

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: APRW, BALT

Today

[…]holdings […]

APRWBALT

APRW—[…]

BALT[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.6%APRW, at 3.0% volatility

BALTWorst drop−1.2%2.6% vol

APRWWorst drop−1.2%3.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

APRWBALT

+8.0%Year to date+3.6%

0.0%Yield0.0%

+9.6%Past year+5.3%

0.74%Fee0.69%

2–1APRW wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026