Compare · 2 funds side by side · dividends reinvested

CBLS and SFLR

CBLSChangebridge×SFLRInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,693CBLS · best of the two

02 / 04

CBLS and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+3.1%+3.7%+14.9%[…]−6.8%10.7%$2.2B1.1

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.90%−0.1%−1.3%+14.0%+1.3%−21.2%19.9%$34M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CBLS 2020 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

SFLR

CBLS

Clough Hedged Equity ETF · $34M$10,693

$10,000 five years ago, dividends reinvested · they hold 14.8% in common

SFLRMeasureCBLS

+3.1%Year to dateJan 1 → Nov 6−0.1%

+3.7%1 yearTotal return−1.3%

+14.9%3 years · per year$10,000 became $15,180 · $14,811+14.0%

[…]5 years · per year$10,000 became […] · $10,693+1.3%

0.89%Expense ratio$89 · $189 a year on $10k · lower is better1.89%

0.25%Trailing 12-mo yield$25 · $90 a year on $10k0.90%

−6.8%Worst dropSmaller is better−21.2%

10.7%VolatilityLower is calmer19.9%

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

6–1SFLR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SFLR vs CBLS: Top 5 Holdings

Today

SFLR

26.9%in top 5

CBLS

in top 514.9%

SFLRStockCBLS

7.8%AAPLnot top 5

6.5%NVDAnot top 5

6.0%MSFTnot top 5

4.1%AMZNnot top 5

not top 5ROL3.3%

not top 5SN3.2%

not top 5CMG2.9%

not top 5UNH2.8%

not top 5PHM2.7%

2.5%GOOGLnot top 5

Held in common14.8%

End-of-day Nov 6, 2026 · share of each fund

SFLR vs CBLS Returns, Every Period

InnovatorSFLR

+3.7%

past year

CBLSChangebridge

−1.3%

past year

SFLRCBLSFaded: behind in that period

3–0SFLR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SFLR vs CBLS

YTD

InnovatorSFLR

+3.1%

CBLSChangebridge

−0.1%

+3.1%Year to date−0.1%

−6.8%Worst drop · 1Y−21.2%

10.7%Volatility · 1Y19.9%

0.3%Yield0.9%

$2.2BAssets$34.3M

3–1SFLR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CBLS, SFLR

Today

0.89%lowest, SFLR

FundExpense ratioFee$10k

SFLR0.89%$89

CBLS1.89%$189

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CBLS, SFLR

0.90%highest, CBLS

FundTrailing yieldYield$10k

CBLS0.90%$90

SFLR0.25%$25

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$64most kept, SFLR

SFLR$25 − $89 = −$64

CBLS$90 − $189 = −$99

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CBLS, SFLR

Today

14.8%most shared, CBLS and SFLR

CBLSSFLR

CBLS—14.8%

SFLR14.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.7%SFLR, at 10.7% volatility

SFLRWorst drop−6.8%10.7% vol

CBLSWorst drop−21.2%19.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CBLSSFLR

−0.1%Year to date+3.1%

0.9%Yield0.3%

−1.3%Past year+3.7%

1.89%Fee0.89%

3–1SFLR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026