Compare · 4 funds side by side · dividends reinvested

BAPR, SMAX, SFLR and BALT

BAPRInnovator×SMAXiShares×SFLRInnovator×BALTInnovator×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,567BAPR · best of the four

Story of the four · IncomeMost incomeSMAX · 0.92% · $92 a year on $10k

Story of the four · RiskSmallest drop

BAPR, SMAX, SFLR and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Large Cap Max Buffer Sep ETFDefined Outcome · Buffer0.53%0.92%+5.9%+6.7%[…][…]−1.9%3.0%$148M1.7

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+14.0%+15.6%+15.4%+10.6%−2.5%6.5%$415M2.0

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+5.9%+7.6%+6.2%−1.2%2.7%$3.3B2.4

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+5.2%+5.2%+15.0%[…]−6.8%10.8%$2.2B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: BAPR 2019 · SMAX 2024 · SFLR 2022 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator U.S. Equity Buffer ETF · $415M$16,567

BAPR

More Ways to See the Pairs

BAPR vs SMAX: Top 5 Holdings

Today

BAPR

[…]in top 5

SMAX

in top 597.6%

BAPRStockSMAX

not top 5IVV97.6%

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

BAPR vs SMAX Returns, Every Period

1Y

Cost, Income and Risk

Fees: BAPR, SMAX, SFLR, BALT

Today

0.53%lowest, SMAX

FundExpense ratioFee$10k

SMAX0.53%$53

BALT0.69%$69

BAPR0.79%$79

SFLR0.89%$89

End-of-day Nov 13, 2026 · fee on $10,000 a year

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SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

SMAX

iShares Large Cap Max Buffer Sep ETF · $148M[…]

$10,000 five years ago, dividends reinvested

BAPRMeasureSMAX

+14.0%Year to dateJan 1 → Nov 13+5.9%

+15.6%1 yearTotal return+6.7%

+15.4%3 years · per year$10,000 became $15,354 · […][…]

+10.6%5 years · per year$10,000 became $16,567 · […][…]

0.79%Expense ratio$79 · $53 a year on $10k · lower is better0.53%

0.00%Trailing 12-mo yield$0 · $92 a year on $10k0.92%

−2.5%Worst dropSmaller is better−1.9%

6.5%VolatilityLower is calmer3.0%

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

2–4SMAX wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

InnovatorBAPR

+15.6%

past year

SMAXiShares

+6.7%

past year

BAPRSMAXFaded: behind in that period

2–0BAPR wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

BAPR vs SMAX

YTD

InnovatorBAPR

+14.0%

SMAXiShares

+5.9%

+14.0%Year to date+5.9%

−2.5%Worst drop · 1Y−1.9%

6.5%Volatility · 1Y3.0%

0.0%Yield0.9%

$415MAssets$148M

3–1SMAX wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: BAPR, SMAX, SFLR, BALT

1Y

0.92%highest, SMAX

FundTrailing yieldYield$10k

SMAX0.92%$92

SFLR0.25%$25

BAPR0.00%$0

BALT0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$39most kept, SMAX

SMAX$92 − $53 = $39

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

BAPR$0 − $79 = −$79

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: BAPR, SMAX, SFLR, BALT

Today

0.0%most shared, SMAX and SFLR

BAPRSMAXSFLRBALT

BAPR—[…][…][…]

SMAX[…]—0.0%[…]

SFLR[…]0.0%—[…]

BALT[…][…][…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+15.6%BAPR, at 6.5% volatility

BALTWorst drop−1.2%2.7% vol

SMAXWorst drop−1.9%3.0% vol

BAPRWorst drop−2.5%6.5% vol

SFLRWorst drop−6.8%10.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SMAXBAPR

+5.9%Year to date+14.0%

0.9%Yield0.0%

+6.7%Past year+15.6%

0.53%Fee0.79%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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BAPR, SMAX, SFLR and BALT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four