Compare · 2 funds side by side · dividends reinvested

ARLU and BALT

ARLUAllianzIM×BALTInnovator×

Versus in desk

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

02 / 04

ARLU 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%$3.3B1.0

AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Apr ETFDefined Outcome · Buffer0.74%0.00%+3.4%+4.2%[…][…]−9.7%12.4%$55M1.8

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: ARLU 2024 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF · $55M[…]

ARLU

BALT

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

$10,000 five years ago, dividends reinvested

ARLUMeasureBALT

+3.4%Year to dateJan 1 → Nov 5+3.6%

+4.2%1 yearTotal return+5.3%

[…]3 years · per year$10,000 became […] · $12,498+7.7%

[…]5 years · per year$10,000 became […] · $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%

−9.7%Worst dropSmaller is better−1.2%

12.4%VolatilityLower is calmer2.6%

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

0–5BALT wins

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

More Ways to See the Pairs

ARLU vs BALT: Top 5 Holdings

Today

ARLU

[…]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

ARLU vs BALT Returns, Every Period

AllianzIMARLU

+4.2%

past year

BALTInnovator

+5.3%

past year

ARLUBALTFaded: behind in that period

0–2BALT wins

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

ARLU vs BALT

YTD

AllianzIMARLU

+3.4%

BALTInnovator

+3.6%

+3.4%Year to date+3.6%

−9.7%Worst drop · 1Y−1.2%

12.4%Volatility · 1Y2.6%

0.0%Yield0.0%

$55.1MAssets$3.3B

3–0BALT wins

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

Cost, Income and Risk

Fees: ARLU, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

ARLU0.74%$74

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

Yields: ARLU, BALT

0.00%highest, ARLU

FundTrailing yieldYield$10k

ARLU0.00%$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

ARLU$0 − $74 = −$74

KeptFee

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

Overlap: ARLU, BALT

Today

[…]holdings […]

ARLUBALT

ARLU—[…]

BALT[…]—

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

Return vs Bumpiness: 2 ETFs

+5.3%BALT, at 2.6% volatility

BALTWorst drop−1.2%2.6% vol

ARLUWorst drop−9.7%12.4% vol

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

Paid More vs Made More

YTD

ARLUBALT

+3.4%Year to date+3.6%

0.0%Yield0.0%

+4.2%Past year+5.3%

0.74%Fee0.69%

3–0BALT 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