Compare · 2 funds side by side · dividends reinvested

BALT and DDFM

BALTInnovator×DDFMInnovator×

Versus in desk

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

02 / 03

BALT and DDFM, 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%$3.2B1.0

Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - MarchDefined Outcome · Buffer0.79%0.00%[…][…][…][…][…][…]$43M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: BALT 2021 · DDFM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Defined Wealth Shield ETF · $3.2B$13,449

BALT

DDFM

Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - March · $43M[…]

$10,000 five years ago, dividends reinvested

BALTMeasureDDFM

+3.8%Year to dateJan 1 → Nov 6[…]

+5.5%1 yearTotal return[…]

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

+6.1%5 years · per year$10,000 became $13,449 · […][…]

0.69%Expense ratio$69 · $79 a year on $10k · lower is better0.79%

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

−1.2%Worst dropSmaller is better[…]

2.6%VolatilityLower is calmer[…]

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

1–0BALT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BALT vs DDFM: Top 5 Holdings

Today

BALT

[…]in top 5

DDFM

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

BALT vs DDFM Returns, Every Period

InnovatorBALT

+5.5%

past year

DDFMInnovator

[…]

past year

Returns […]

BALTDDFMFaded: behind in that period

0–0Level

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

BALT vs DDFM

YTD

InnovatorBALT

+3.8%

DDFMInnovator

[…]

+3.8%Year to date[…]

−1.2%Worst drop · 1Y[…]

2.6%Volatility · 1Y[…]

0.0%Yield0.0%

$3.2BAssets$42.5M

0–0level

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

Cost, Income and Risk

Fees: BALT, DDFM

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

DDFM0.79%$79

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

Yields: BALT, DDFM

0.00%highest, BALT

FundTrailing yieldYield$10k

BALT0.00%$0

DDFM0.00%$0

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

Income After Fees on $10,000

−$69most kept, BALT

BALT$0 − $69 = −$69

DDFM$0 − $79 = −$79

KeptFee

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

Overlap: BALT, DDFM

Today

[…]holdings […]

BALTDDFM

BALT—[…]

DDFM[…]—

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

Return vs Bumpiness: 2 ETFs

+5.5%BALT, at 2.6% volatility

BALTWorst drop−1.2%2.6% vol

DDFMWorst drop[…][…]

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

Popular Pairs Near These Two

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