Compare · 2 funds side by side · dividends reinvested

BUFF and BALT

BUFFInnovator×BALTInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,077BUFF · best of the two

02 / 04

BUFF and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator Laddered Allocation Power Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.8%+9.7%+12.5%+8.6%−3.6%6.0%$1.1B1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B1.6

Rank among the two1st → 2ndFee, 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: BUFF 2016 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Laddered Allocation Power Buffer ETF · $1.1B$15,077

BUFF

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,502

$10,000 five years ago, dividends reinvested

BUFFMeasureBALT

+7.8%Year to dateJan 1 → Nov 10+4.4%

+9.7%1 yearTotal return+6.2%

+12.5%3 years · per year$10,000 became $14,254 · $12,502+7.7%

+8.6%5 years · per year$10,000 became $15,111 · $13,532+6.2%

0.10%Expense ratio$10 · $69 a year on $10k · lower is better0.69%

0.00%Trailing 12-mo yield$0 · $0 a year on $10k0.00%

−3.6%Worst dropSmaller is better−1.2%

6.0%VolatilityLower is calmer2.7%

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

5–2BUFF wins

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

More Ways to See the Pairs

BUFF vs BALT: Top 5 Holdings

Today

BUFF

41.8%in top 5

BALT

in top 5[…]

BUFFStockBALT

8.4%PAPRnot top 5

8.3%PMARnot top 5

8.3%PJANnot top 5

8.3%PFEBnot top 5

8.3%PMAYnot top 5

Held in common[…]

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

BUFF vs BALT Returns, Every Period

InnovatorBUFF

+8.6%

5 years, per year

BALTInnovator

+6.2%

5 years, per year

BUFFBALTFaded: behind in that period

4–0BUFF wins

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

BUFF vs BALT

YTD

InnovatorBUFF

+7.8%

BALTInnovator

+4.4%

+7.8%Year to date+4.4%

−3.6%Worst drop · 1Y−1.2%

6.0%Volatility · 1Y2.7%

0.0%Yield0.0%

$1.1BAssets$3.3B

2–1BALT wins

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

Cost, Income and Risk

Fees: BUFF, BALT

Today

0.10%lowest, BUFF

FundExpense ratioFee$10k

BUFF0.10%$10

BALT0.69%$69

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

Yields: BUFF, BALT

0.00%highest, BUFF

FundTrailing yieldYield$10k

BUFF0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFF

BUFF$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

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

Overlap: BUFF, BALT

Today

[…]holdings […]

BUFFBALT

BUFF—[…]

BALT[…]—

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

Return vs Bumpiness: 2 ETFs

+9.7%BUFF, at 6.0% volatility

BALTWorst drop−1.2%2.7% vol

BUFFWorst drop−3.6%6.0% vol

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

Paid More vs Made More

YTD

BUFFBALT

+7.8%Year to date+4.4%

0.0%Yield0.0%

+9.7%Past year+6.2%

0.10%Fee0.69%

3–0BUFF wins

End-of-day Nov 10, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026