Compare · 3 funds side by side · dividends reinvested

BSEP, SFLR and BALT

BSEPInnovator×SFLRInnovator×BALTInnovator×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,307BSEP · best of the three

Story of the three · IncomeMost incomeSFLR · 0.25% · $25 a year on $10k

Story of the three · RiskSmallest drop

BSEP, SFLR and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+8.7%+10.7%+16.2%+10.3%−5.7%8.5%$448M1.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.2%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B2.0

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+4.8%+6.2%+15.0%[…]−6.8%10.8%$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 10, 2026 · returns include dividends · since: BSEP 2019 · SFLR 2022 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator U.S. Equity Buffer ETF · $448M$16,307

BSEP

SFLR

Innovator Equity Managed Floor ETF · $2.2B[…]

$10,000 five years ago, dividends reinvested · they hold 65.7% in common

BSEP

More Ways to See the Pairs

BSEP vs SFLR: Top 5 Holdings

Today

BSEP

26.7%in top 5

SFLR

in top 526.7%

BSEPStockSFLR

7.7%AAPL7.8%

6.5%NVDA6.3%

6.1%MSFT6.0%

3.9%AMZN4.1%

2.5%

Cost, Income and Risk

Fees: BSEP, SFLR, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

BSEP0.79%$79

SFLR0.89%$89

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

Yields: BSEP, SFLR, BALT

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SFLR

+8.7%Year to dateJan 1 → Nov 10+4.8%

+10.7%1 yearTotal return+6.2%

+16.2%3 years · per year$10,000 became $15,704 · $15,215+15.0%

+10.3%5 years · per year$10,000 became $16,307 · […][…]

0.79%Expense ratio$79 · $89 a year on $10k · lower is better0.89%

0.00%Trailing 12-mo yield$0 · $25 a year on $10k0.25%

−5.7%Worst dropSmaller is better−6.8%

8.5%VolatilityLower is calmer10.8%

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

6–1BSEP wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

GOOGL

2.4%

Held in common65.7%

End-of-day Nov 10, 2026 · share of each fund

BSEP vs SFLR Returns, Every Period

1Y

InnovatorBSEP

+10.7%

past year

SFLRInnovator

+6.2%

past year

BSEPSFLRFaded: behind in that period

3–0BSEP wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

BSEP vs SFLR

YTD

InnovatorBSEP

+8.7%

SFLRInnovator

+4.8%

+8.7%Year to date+4.8%

−5.7%Worst drop · 1Y−6.8%

8.5%Volatility · 1Y10.8%

0.0%Yield0.2%

$448MAssets$2.2B

3–1BSEP wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

0.25%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.25%$25

BSEP0.00%$0

BALT0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

−$64most kept, SFLR

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

BSEP$0 − $79 = −$79

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: BSEP, SFLR, BALT

Today

65.7%most shared, BSEP and SFLR

BSEPSFLRBALT

BSEP—65.7%[…]

SFLR65.7%—[…]

BALT[…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.7%BSEP, at 8.5% volatility

BALTWorst drop−1.2%2.7% vol

BSEPWorst drop−5.7%8.5% vol

SFLRWorst drop−6.8%10.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SFLRBSEP

+4.8%Year to date+8.7%

0.2%Yield0.0%

+6.2%Past year+10.7%

0.89%Fee0.79%

3–1BSEP wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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BSEP, SFLR and BALT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three