Compare · 3 funds side by side · dividends reinvested

BALT, VTI and SFLR

BALTInnovator×VTIVanguard×SFLRInnovator×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,678VTI · best of the three

Story of the three · IncomeMost incomeVTI · 1.05% · $106 a year on $10k

Story of the three · RiskSmallest drop

BALT, VTI and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+12.6%+13.0%+21.7%+10.8%−8.9%13.9%$689B1.5

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.24%+5.8%+6.0%+15.3%[…]−6.8%10.8%$2.2B2.1

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.6%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: BALT 2021 · VTI 2001 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator Defined Wealth Shield ETF · $3.3B$13,539

BALT

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,678

$10,000 five years ago, dividends reinvested

BALTMeasure

More Ways to See the Pairs

BALT vs VTI: Top 5 Holdings

Today

BALT

[…]in top 5

VTI

in top 525.0%

BALTStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

Cost, Income and Risk

Fees: BALT, VTI, SFLR

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

BALT0.69%$69

SFLR0.89%$89

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: BALT, VTI, SFLR

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+12.6%

ITOTiShares

+12.5%

+12.6%Year to date+12.5%

1.1%Yield1.0%

$689BAssets$95.3B

2–0VTI wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VTI

+4.6%Year to dateJan 1 → Nov 11+12.6%

+6.0%1 yearTotal return+13.0%

+7.7%3 years · per year$10,000 became $12,479 · $18,043+21.7%

+6.2%5 years · per year$10,000 became $13,539 · $16,678+10.8%

0.69%Expense ratio$69 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $106 a year on $10k1.05%

−1.2%Worst dropSmaller is better−8.9%

2.7%VolatilityLower is calmer13.9%

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

2–6VTI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

BALT vs VTI Returns, Every Period

5Y

InnovatorBALT

+6.2%

5 years, per year

VTIVanguard

+10.8%

5 years, per year

BALTVTIFaded: behind in that period

0–4VTI wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: BALT vs VTI

YTD

InnovatorBALT

+4.6%

VTIVanguard

+12.6%

+4.6%Year to date+12.6%

−1.2%Worst drop · 1Y−8.9%

2.7%Volatility · 1Y13.9%

0.0%Yield1.1%

$3.3BAssets$689B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.05%highest, VTI

FundTrailing yieldYield$10k

VTI1.05%$106

SFLR0.24%$24

BALT0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$103most kept, VTI

VTI$106 − $3 = $103

SFLR$24 − $89 = −$65

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: BALT, VTI, SFLR

Today

60.9%most shared, VTI and SFLR

BALTVTISFLR

BALT—[…][…]

VTI[…]—60.9%

SFLR[…]60.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.0%VTI, at 13.9% volatility

BALTWorst drop−1.2%2.7% vol

SFLRWorst drop−6.8%10.8% vol

VTIWorst drop−8.9%13.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VTISFLR

+12.6%Year to date+5.8%

1.1%Yield0.2%

+13.0%Past year+6.0%

0.03%Fee0.89%

4–0VTI wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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BALT, VTI and SFLR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three