Compare · 3 funds side by side · dividends reinvested

BALT, SIXH and SFLR

BALTInnovator×SIXHMeridian×SFLRInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,751SIXH · best of the three

02 / 04

BALT, SIXH and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ETC 6 Meridian Hedged Equity Index Option ETFDefined Outcome · Hedged equity0.31%1.73%+18.4%+23.9%+15.2%+10.9%−3.5%8.0%$635M1.4

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$3.3B2.3

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.24%+6.7%+6.6%+16.7%[…]−6.8%10.0%$2.2B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: BALT 2021 · SIXH 2020 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Defined Wealth Shield ETF · $3.3B$13,578

BALT

SIXH

ETC 6 Meridian Hedged Equity Index Option ETF · $635M$16,751

$10,000 five years ago, dividends reinvested

BALTMeasureSIXH

+4.7%Year to dateJan 1 → Nov 4+18.4%

+6.3%1 yearTotal return+23.9%

+8.1%3 years · per year$10,000 became $12,644 · $15,296+15.2%

+6.3%5 years · per year$10,000 became $13,578 · $16,751+10.9%

0.69%Expense ratio$69 · $31 a year on $10k · lower is better0.31%

0.00%Trailing 12-mo yield$0 · $173 a year on $10k1.73%

−1.2%Worst dropSmaller is better−3.5%

2.4%VolatilityLower is calmer8.0%

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

2–6SIXH wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BALT vs SIXH: Top 5 Holdings

Today

BALT

[…]in top 5

SIXH

in top 520.5%

BALTStockSIXH

not top 5MO5.1%

not top 5VZ3.9%

not top 5PEP3.8%

not top 5T3.8%

not top 5PM3.8%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

BALT vs SIXH Returns, Every Period

InnovatorBALT

+6.3%

5 years, per year

SIXHMeridian

+10.9%

5 years, per year

BALTSIXHFaded: behind in that period

0–4SIXH wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BALT vs SIXH

YTD

InnovatorBALT

+4.7%

SIXHMeridian

+18.4%

+4.7%Year to date+18.4%

−1.2%Worst drop · 1Y−3.5%

2.4%Volatility · 1Y8.0%

0.0%Yield1.7%

$3.3BAssets$635M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BALT, SIXH, SFLR

Today

0.31%lowest, SIXH

FundExpense ratioFee$10k

SIXH0.31%$31

BALT0.69%$69

SFLR0.89%$89

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BALT, SIXH, SFLR

1.73%highest, SIXH

FundTrailing yieldYield$10k

SIXH1.73%$173

SFLR0.24%$24

BALT0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, SIXH

SIXH$173 − $31 = $142

SFLR$24 − $89 = −$65

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BALT, SIXH, SFLR

Today

23.6%most shared, SIXH and SFLR

BALTSIXHSFLR

BALT—[…][…]

SIXH[…]—23.6%

SFLR[…]23.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.9%SIXH, at 8.0% volatility

BALTWorst drop−1.2%2.4% vol

SIXHWorst drop−3.5%8.0% vol

SFLRWorst drop−6.8%10.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SIXHSFLR

+18.4%Year to date+6.7%

1.7%Yield0.2%

+23.9%Past year+6.6%

0.31%Fee0.89%

4–0SIXH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026