Compare · 3 funds side by side · dividends reinvested

CBLS, SFLR and BALT

CBLSChangebridge×SFLRInnovator×BALTInnovator×

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,539BALT · best of the three

Story of the three · IncomeMost incomeCBLS · 0.85% · $85 a year on $10k

Story of the three · RiskSmallest drop

CBLS, SFLR and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.24%+5.8%+6.0%+15.3%[…]−6.8%10.8%$2.2B1.7

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.6%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B1.9

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.85%+5.1%+4.3%+15.8%+2.1%−21.2%20.2%$32M2.3

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: CBLS 2020 · SFLR 2022 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Clough Hedged Equity ETF · $32M$11,106

CBLS

SFLR

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

$10,000 five years ago, dividends reinvested · they hold 15.1% in common

CBLS

More Ways to See the Pairs

CBLS vs SFLR: Top 5 Holdings

Today

CBLS

14.7%in top 5

SFLR

in top 526.3%

CBLSStockSFLR

not top 5AAPL7.8%

not top 5NVDA6.0%

not top 5MSFT5.9%

not top 5AMZN4.2%

3.0%FRVOnot top 5

Cost, Income and Risk

Fees: CBLS, SFLR, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

SFLR0.89%$89

CBLS1.89%$189

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

Yields: CBLS, SFLR, BALT

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SFLR

+5.1%Year to dateJan 1 → Nov 11+5.8%

+4.3%1 yearTotal return+6.0%

+15.8%3 years · per year$10,000 became $15,510 · $15,345+15.3%

+2.1%5 years · per year$10,000 became $11,106 · […][…]

1.89%Expense ratio$189 · $89 a year on $10k · lower is better0.89%

0.85%Trailing 12-mo yield$85 · $24 a year on $10k0.24%

−21.2%Worst dropSmaller is better−6.8%

20.2%VolatilityLower is calmer10.8%

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

2–5SFLR wins

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

3.0%CMGnot top 5

2.9%SCInot top 5

2.9%UNHnot top 5

2.9%SPOTnot top 5

not top 5GOOGL2.4%

Held in common15.1%

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

CBLS vs SFLR Returns, Every Period

1Y

ChangebridgeCBLS

+4.3%

past year

SFLRInnovator

+6.0%

past year

CBLSSFLRFaded: behind in that period

1–2SFLR wins

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

CBLS vs SFLR

YTD

ChangebridgeCBLS

+5.1%

SFLRInnovator

+5.8%

+5.1%Year to date+5.8%

−21.2%Worst drop · 1Y−6.8%

20.2%Volatility · 1Y10.8%

0.9%Yield0.2%

$31.8MAssets$2.2B

3–1SFLR wins

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

1Y

0.85%highest, CBLS

FundTrailing yieldYield$10k

CBLS0.85%$85

SFLR0.24%$24

BALT0.00%$0

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

Income After Fees on $10,000

1Y

−$65most kept, SFLR

SFLR$24 − $89 = −$65

BALT$0 − $69 = −$69

CBLS$85 − $189 = −$104

KeptFee

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

Overlap: CBLS, SFLR, BALT

Today

15.1%most shared, CBLS and SFLR

CBLSSFLRBALT

CBLS—15.1%[…]

SFLR15.1%—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+6.0%SFLR, at 10.8% volatility

BALTWorst drop−1.2%2.7% vol

SFLRWorst drop−6.8%10.8% vol

CBLSWorst drop−21.2%20.2% vol

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

Paid More vs Made More

YTD

CBLSSFLR

+5.1%Year to date+5.8%

0.9%Yield0.2%

+4.3%Past year+6.0%

1.89%Fee0.89%

3–1SFLR 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

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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CBLS, SFLR and BALT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three