Compare · 3 funds side by side · dividends reinvested

APXM, SFLR and BALT

APXMFirst Trust×SFLRInnovator×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,426BALT · best of the three

02 / 04

APXM, SFLR and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

FT Vest U.S. Equity Max BufferDefined Outcome · Buffer0.85%0.00%+3.2%+4.2%[…][…]−0.8%1.8%$22M1.7

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+2.8%+3.6%+15.2%[…]−6.8%10.7%$2.2B2.4

Rank among the three1st → 3rdFee, 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: APXM 2025 · SFLR 2022 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Max Buffer · $22M[…]

APXM

SFLR

Innovator Equity Managed Floor ETF · $2.2B[…]

$10,000 five years ago, dividends reinvested

APXMMeasureSFLR

+3.2%Year to dateJan 1 → Nov 5+2.8%

+4.2%1 yearTotal return+3.6%

[…]3 years · per year$10,000 became […] · $15,293+15.2%

[…]5 years · per year[…]

0.85%Expense ratio$85 · $89 a year on $10k · lower is better0.89%

0.00%Trailing 12-mo yield$0 · $25 a year on $10k0.25%

−0.8%Worst dropSmaller is better−6.8%

1.8%VolatilityLower is calmer10.7%

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

5–1APXM wins

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

More Ways to See the Pairs

APXM vs SFLR: Top 5 Holdings

Today

APXM

[…]in top 5

SFLR

in top 527.2%

APXMStockSFLR

not top 5AAPL7.7%

not top 5NVDA7.0%

not top 5MSFT6.0%

not top 5AMZN4.0%

not top 5GOOGL2.4%

Held in common[…]

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

APXM vs SFLR Returns, Every Period

First TrustAPXM

+4.2%

past year

SFLRInnovator

+3.6%

past year

APXMSFLRFaded: behind in that period

2–0APXM wins

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

APXM vs SFLR

YTD

First TrustAPXM

+3.2%

SFLRInnovator

+2.8%

+3.2%Year to date+2.8%

−0.8%Worst drop · 1Y−6.8%

1.8%Volatility · 1Y10.7%

0.0%Yield0.3%

$21.7MAssets$2.2B

3–1APXM wins

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

Cost, Income and Risk

Fees: APXM, SFLR, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

APXM0.85%$85

SFLR0.89%$89

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

Yields: APXM, SFLR, BALT

0.25%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.25%$25

APXM0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$64most kept, SFLR

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

APXM$0 − $85 = −$85

KeptFee

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

Overlap: APXM, SFLR, BALT

Today

[…]holdings […]

APXMSFLRBALT

APXM—[…][…]

SFLR[…]—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+5.3%BALT, at 2.6% volatility

APXMWorst drop−0.8%1.8% vol

BALTWorst drop−1.2%2.6% vol

SFLRWorst drop−6.8%10.7% vol

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

Paid More vs Made More

YTD

SFLRBALT

+2.8%Year to date+3.6%

0.3%Yield0.0%

+3.6%Past year+5.3%

0.89%Fee0.69%

3–1BALT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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