Compare · 2 funds side by side · dividends reinvested

BBC and RFLR

BBCVirtus×RFLRInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,290BBC · best of the two

02 / 04

BBC and RFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus Biotech Clinical Trials ETFSectors · Health care0.65%1.50%+13.1%+43.3%+37.4%+0.6%−30.2%37.6%$33M1.4

Innovator U.S. Small Cap Managed Floor ETFDefined Outcome · Hedged equity0.89%0.64%+13.7%+15.2%[…][…]−7.1%11.8%$95M1.5

Rank among the two1st → 2ndFee, 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: BBC 2014 · RFLR 2024

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Biotech Clinical Trials ETF · $33M$10,290

BBC

RFLR

Innovator U.S. Small Cap Managed Floor ETF · $95M[…]

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

BBCMeasureRFLR

+13.1%Year to dateJan 1 → Nov 4+13.7%

+43.3%1 yearTotal return+15.2%

+37.4%3 years · per year$10,000 became $25,933 · […][…]

+0.6%5 years · per year$10,000 became $10,290 · […][…]

0.65%Expense ratio$65 · $89 a year on $10k · lower is better0.89%

1.50%Trailing 12-mo yield$150 · $64 a year on $10k0.64%

−30.2%Worst dropSmaller is better−7.1%

37.6%VolatilityLower is calmer11.8%

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

3–3Level

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

More Ways to See the Pairs

BBC vs RFLR: Top 5 Holdings

Today

BBC

9.9%in top 5

RFLR

in top 52.1%

BBCStockRFLR

2.3%KODnot top 5

2.0%TRAXnot top 5

1.9%XNCRnot top 5

1.8%REPLnot top 5

1.8%ABCLnot top 5

not top 5CVLT0.5%

not top 5TENB0.4%

not top 5VRNS0.4%

not top 5SM0.4%

not top 5PBF0.4%

Held in common5.2%

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

BBC vs RFLR Returns, Every Period

VirtusBBC

+43.3%

past year

RFLRInnovator

+15.2%

past year

BBCRFLRFaded: behind in that period

1–1Level

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

Sector vs Defined Outcome: BBC vs RFLR

YTD

VirtusBBC

+13.1%

RFLRInnovator

+13.7%

+13.1%Year to date+13.7%

−30.2%Worst drop · 1Y−7.1%

37.6%Volatility · 1Y11.8%

1.5%Yield0.6%

$33.5MAssets$95.5M

3–1RFLR wins

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

Cost, Income and Risk

Fees: BBC, RFLR

Today

0.65%lowest, BBC

FundExpense ratioFee$10k

BBC0.65%$65

RFLR0.89%$89

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

Yields: BBC, RFLR

1.50%highest, BBC

FundTrailing yieldYield$10k

BBC1.50%$150

RFLR0.64%$64

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

Income After Fees on $10,000

$85most kept, BBC

BBC$150 − $65 = $85

RFLR$64 − $89 = −$25

KeptFee

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

Overlap: BBC, RFLR

Today

5.2%most shared, BBC and RFLR

BBCRFLR

BBC—5.2%

RFLR5.2%—

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

Return vs Bumpiness: 2 ETFs

+43.3%BBC, at 37.6% volatility

RFLRWorst drop−7.1%11.8% vol

BBCWorst drop−30.2%37.6% vol

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

Paid More vs Made More

YTD

BBCRFLR

+13.1%Year to date+13.7%

1.5%Yield0.6%

+43.3%Past year+15.2%

0.65%Fee0.89%

3–1BBC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026