Compare · 3 funds side by side · dividends reinvested

BALT, SIXF and HELO

BALTInnovator×SIXFAllianzIM×HELOJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,532BALT · best of the three

02 / 04

BALT, SIXF and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B1.8

AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETFDefined Outcome · Buffer0.74%0.00%+9.9%+12.5%[…][…]−4.8%7.0%$53M1.8

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.0%+6.2%+11.6%[…]−5.8%7.8%$4.8B2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: BALT 2021 · SIXF 2024 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Defined Wealth Shield ETF · $3.3B$13,532

BALT

SIXF

AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF · $53M[…]

$10,000 five years ago, dividends reinvested

BALTMeasureSIXF

+4.4%Year to dateJan 1 → Nov 9+9.9%

+6.2%1 yearTotal return+12.5%

+7.7%3 years · per year$10,000 became $12,502 · […][…]

+6.2%5 years · per year$10,000 became $13,532 · […][…]

0.69%Expense ratio$69 · $74 a year on $10k · lower is better0.74%

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

−1.2%Worst dropSmaller is better−4.8%

2.7%VolatilityLower is calmer7.0%

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

3–2BALT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BALT vs SIXF: Top 5 Holdings

Today

BALT

[…]in top 5

SIXF

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

BALT vs SIXF Returns, Every Period

InnovatorBALT

+6.2%

past year

SIXFAllianzIM

+12.5%

past year

BALTSIXFFaded: behind in that period

0–2SIXF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

BALT vs HELO

YTD

InnovatorBALT

+4.4%

HELOJ.P. Morgan

+4.0%

+4.4%Year to date+4.0%

−1.2%Worst drop · 1Y−5.8%

2.7%Volatility · 1Y7.8%

0.0%Yield0.6%

$3.3BAssets$4.8B

3–1BALT wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BALT, SIXF, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

BALT0.69%$69

SIXF0.74%$74

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BALT, SIXF, HELO

0.57%highest, HELO

FundTrailing yieldYield$10k

HELO0.57%$57

BALT0.00%$0

SIXF0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7most kept, HELO

HELO$57 − $50 = $7

BALT$0 − $69 = −$69

SIXF$0 − $74 = −$74

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BALT, SIXF, HELO

Today

[…]holdings […]

BALTSIXFHELO

BALT—[…][…]

SIXF[…]—[…]

HELO[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.5%SIXF, at 7.0% volatility

BALTWorst drop−1.2%2.7% vol

SIXFWorst drop−4.8%7.0% vol

HELOWorst drop−5.8%7.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

HELOSIXF

+4.0%Year to date+9.9%

0.6%Yield0.0%

+6.2%Past year+12.5%

0.50%Fee0.74%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026