Compare · 3 funds side by side · dividends reinvested

BALT, DDFM and SFLR

BALTInnovator×DDFMInnovator×SFLRInnovator×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,530BALT · best of the three

Story of the three · IncomeMost incomeSFLR · 0.24% · $24 a year on $10k

Story of the three · RiskSmallest drop

BALT, DDFM and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.5%+5.9%+7.6%+6.2%−1.2%2.7%$3.3B1.4

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.24%+5.8%+5.8%+15.2%[…]−6.8%10.8%$2.2B1.7

Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - MarchDefined Outcome · Buffer0.79%0.00%[…][…][…][…][…][…]$43M2.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: BALT 2021 · DDFM 2026 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DDFM

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,530

$10,000 five years ago, dividends reinvested

DDFM

More Ways to See the Pairs

DDFM vs BALT: Top 5 Holdings

Today

DDFM

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

DDFM vs BALT Returns, Every Period

1Y

InnovatorDDFM

[…]

past year

BALTInnovator

+5.9%

past year

Returns […]

Cost, Income and Risk

Fees: BALT, DDFM, SFLR

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

DDFM0.79%$79

SFLR0.89%$89

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: BALT, DDFM, SFLR

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

BALT

[…]Year to dateJan 1 → Nov 12+4.5%

[…]1 yearTotal return+5.9%

[…]3 years · per year$10,000 became […] · $12,471+7.6%

[…]5 years · per year$10,000 became […] · $13,530+6.2%

0.79%Expense ratio$79 · $69 a year on $10k · lower is better0.69%

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

[…]Worst dropSmaller is better−1.2%

[…]VolatilityLower is calmer2.7%

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

0–1BALT wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

DDFM

BALT

Faded: behind in that period

0–0Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DDFM vs SFLR

YTD

InnovatorDDFM

[…]

SFLRInnovator

+5.8%

[…]Year to date+5.8%

[…]Worst drop · 1Y−6.8%

[…]Volatility · 1Y10.8%

0.0%Yield0.2%

$43.0MAssets$2.2B

1–0SFLR wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

0.24%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.24%$24

BALT0.00%$0

DDFM0.00%$0

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

Income After Fees on $10,000

1Y

−$65most kept, SFLR

SFLR$24 − $89 = −$65

BALT$0 − $69 = −$69

DDFM$0 − $79 = −$79

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: BALT, DDFM, SFLR

Today

[…]holdings […]

BALTDDFMSFLR

BALT—[…][…]

DDFM[…]—[…]

SFLR[…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+5.9%BALT, at 2.7% volatility

BALTWorst drop−1.2%2.7% vol

SFLRWorst drop−6.8%10.8% vol

DDFMWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SFLRBALT

+5.8%Year to date+4.5%

0.2%Yield0.0%

+5.8%Past year+5.9%

0.89%Fee0.69%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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BALT, DDFM and SFLR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three