Compare · 2 funds side by side · dividends reinvested

BALT and SFLR

BALTInnovator×SFLRInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,514BALT · best of the two

02 / 04

BALT and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.3%+5.9%+8.1%+6.2%−1.2%2.3%$3.2B1.4

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+5.4%+5.5%+16.5%[…]−6.8%10.0%$2.2B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: BALT 2021 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Defined Wealth Shield ETF · $3.2B$13,514

BALT

SFLR

Innovator Equity Managed Floor ETF · $2.2B[…]

$10,000 five years ago, dividends reinvested

BALTMeasureSFLR

+4.3%Year to dateJan 1 → Nov 3+5.4%

+5.9%1 yearTotal return+5.5%

+8.1%3 years · per year$10,000 became $12,621 · $15,826+16.5%

+6.2%5 years · per year$10,000 became $13,514 · […][…]

0.69%Expense ratio$69 · $89 a year on $10k · lower is better0.89%

0.00%Trailing 12-mo yield$0 · $25 a year on $10k0.25%

−1.2%Worst dropSmaller is better−6.8%

2.3%VolatilityLower is calmer10.0%

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

4–3BALT wins

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

More Ways to See the Pairs

BALT vs SFLR: Top 5 Holdings

Today

BALT

[…]in top 5

SFLR

in top 526.9%

BALTStockSFLR

not top 5AAPL7.7%

not top 5NVDA7.4%

not top 5MSFT5.6%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

BALT vs SFLR Returns, Every Period

InnovatorBALT

+5.9%

past year

SFLRInnovator

+5.5%

past year

BALTSFLRFaded: behind in that period

1–2SFLR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BALT vs SFLR

YTD

InnovatorBALT

+4.3%

SFLRInnovator

+5.4%

+4.3%Year to date+5.4%

−1.2%Worst drop · 1Y−6.8%

2.3%Volatility · 1Y10.0%

0.0%Yield0.2%

$3.2BAssets$2.2B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BALT, SFLR

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

SFLR0.89%$89

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BALT, SFLR

0.25%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.25%$25

BALT0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$64most kept, SFLR

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BALT, SFLR

Today

[…]holdings […]

BALTSFLR

BALT—[…]

SFLR[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.9%BALT, at 2.3% volatility

BALTWorst drop−1.2%2.3% vol

SFLRWorst drop−6.8%10.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SFLRBALT

+5.4%Year to date+4.3%

0.2%Yield0.0%

+5.5%Past year+5.9%

0.89%Fee0.69%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026