Compare · 2 funds side by side · dividends reinvested

AUGT and BALT

AUGTAllianzIM×BALTInnovator×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,502BALT · best of the two

Story of the two · IncomeMost incomeAUGT · 0.00% · $0 a year on $10k

Story of the two · RiskSmallest drop

AUGT and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.2%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B1.4

AllianzIM U.S. Equity Buffer10 Aug ETFDefined Outcome · Buffer0.74%0.00%+8.6%+10.8%+16.9%[…]−5.4%8.0%$35M1.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: AUGT 2023 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

AllianzIM U.S. Equity Buffer10 Aug ETF · $35M[…]

AUGT

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,502

$10,000 five years ago, dividends reinvested

AUGTMeasureBALT

+8.6%

More Ways to See the Pairs

AUGT vs BALT: Top 5 Holdings

Today

AUGT

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

AUGT vs BALT Returns, Every Period

1Y

AllianzIMAUGT

+10.8%

past year

Cost, Income and Risk

Fees: AUGT, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

AUGT0.74%$74

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

Yields: AUGT, BALT

1Y

0.00%highest, AUGT

FundTrailing yieldYield

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SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+4.2%

+10.8%1 yearTotal return+6.0%

+16.9%3 years · per year$10,000 became $15,983 · $12,479+7.7%

[…]5 years · per year$10,000 became […] · $13,502+6.2%

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%

−5.4%Worst dropSmaller is better−1.2%

8.0%VolatilityLower is calmer2.7%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

BALTInnovator

+6.0%

past year

AUGTBALTFaded: behind in that period

3–0AUGT wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

AUGT vs BALT

YTD

AllianzIMAUGT

+8.6%

BALTInnovator

+4.2%

+8.6%Year to date+4.2%

−5.4%Worst drop · 1Y−1.2%

8.0%Volatility · 1Y2.7%

0.0%Yield0.0%

$35.0MAssets$3.3B

2–1BALT wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

AUGT0.00%$0

BALT0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

−$69most kept, BALT

BALT$0 − $69 = −$69

AUGT$0 − $74 = −$74

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: AUGT, BALT

Today

[…]holdings […]

AUGTBALT

AUGT—[…]

BALT[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.8%AUGT, at 8.0% volatility

BALTWorst drop−1.2%2.7% vol

AUGTWorst drop−5.4%8.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

AUGTBALT

+8.6%Year to date+4.2%

0.0%Yield0.0%

+10.8%Past year+6.0%

0.74%Fee0.69%

2–1AUGT wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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AUGT and BALT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two