Compare · 3 funds side by side · dividends reinvested

ARLU, BALT and SFLR

ARLUAllianzIM×BALTInnovator×SFLRInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,449BALT · best of the three

02 / 04

ARLU, BALT and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.2B1.3

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+3.1%+3.7%+14.9%[…]−6.8%10.7%$2.2B2.0

AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Apr ETFDefined Outcome · Buffer0.74%0.00%+3.1%+3.5%[…][…]−9.7%12.5%$55M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ARLU 2024 · BALT 2021 · SFLR 2022

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 · $3.2B$13,449

$10,000 five years ago, dividends reinvested

ARLUMeasureBALT

+3.1%Year to dateJan 1 → Nov 6+3.8%

+3.5%1 yearTotal return+5.5%

[…]3 years · per year$10,000 became […] · $12,479+7.7%

[…]5 years · per year$10,000 became […] · $13,449+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%

12.5%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 6, 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 6, 2026 · share of each fund

ARLU vs BALT Returns, Every Period

AllianzIMARLU

+3.5%

past year

BALTInnovator

+5.5%

past year

ARLUBALTFaded: behind in that period

0–2BALT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ARLU vs SFLR

YTD

AllianzIMARLU

+3.1%

SFLRInnovator

+3.1%

+3.1%Year to date+3.1%

−9.7%Worst drop · 1Y−6.8%

12.5%Volatility · 1Y10.7%

0.0%Yield0.3%

$55.1MAssets$2.2B

3–0SFLR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ARLU, BALT, SFLR

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

ARLU0.74%$74

SFLR0.89%$89

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ARLU, BALT, SFLR

0.25%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.25%$25

ARLU0.00%$0

BALT0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$64most kept, SFLR

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

ARLU$0 − $74 = −$74

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ARLU, BALT, SFLR

Today

[…]holdings […]

ARLUBALTSFLR

ARLU—[…][…]

BALT[…]—[…]

SFLR[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+5.5%BALT, at 2.6% volatility

BALTWorst drop−1.2%2.6% vol

SFLRWorst drop−6.8%10.7% vol

ARLUWorst drop−9.7%12.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SFLRBALT

+3.1%Year to date+3.8%

0.3%Yield0.0%

+3.7%Past year+5.5%

0.89%Fee0.69%

3–1BALT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026