Compare · 2 funds side by side · dividends reinvested

CHDG and BALT

CHDGCalamos×BALTInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,514BALT · best of the two

02 / 03

CHDG and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Calamos ETF Trust - Calamos Active Hedged Equity ETFDefined Outcome · Hedged equity0.64%0.00%[…][…][…][…][…][…]$3M1.0

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.3%+5.9%+8.1%+6.2%−1.2%2.3%$3.2B1.1

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

End-of-day Nov 3, 2026 · returns include dividends · since: CHDG 2026 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Calamos ETF Trust - Calamos Active Hedged Equity ETF · $3M[…]

CHDG

BALT

Innovator Defined Wealth Shield ETF · $3.2B$13,514

$10,000 five years ago, dividends reinvested

CHDGMeasureBALT

[…]Year to dateJan 1 → Nov 3+4.3%

[…]1 yearTotal return+5.9%

[…]3 years · per year$10,000 became […] · $12,621+8.1%

[…]5 years · per year$10,000 became […] · $13,514+6.2%

0.64%Expense ratio$64 · $69 a year on $10k · lower is better0.69%

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

[…]Worst dropSmaller is better−1.2%

[…]VolatilityLower is calmer2.3%

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

1–0CHDG wins

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

More Ways to See the Pairs

CHDG vs BALT: Top 5 Holdings

Today

CHDG

98.1%in top 5

BALT

in top 5[…]

CHDGStockBALT

98.1%SPYMnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

CHDG vs BALT Returns, Every Period

CalamosCHDG

[…]

past year

BALTInnovator

+5.9%

past year

Returns […]

CHDGBALTFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CHDG vs BALT

YTD

CalamosCHDG

[…]

BALTInnovator

+4.3%

[…]Year to date+4.3%

[…]Worst drop · 1Y−1.2%

[…]Volatility · 1Y2.3%

0.0%Yield0.0%

$2.5MAssets$3.2B

0–0level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CHDG, BALT

Today

0.64%lowest, CHDG

FundExpense ratioFee$10k

CHDG0.64%$64

BALT0.69%$69

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CHDG, BALT

0.00%highest, CHDG

FundTrailing yieldYield$10k

CHDG0.00%$0

BALT0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$64most kept, CHDG

CHDG$0 − $64 = −$64

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CHDG, BALT

Today

[…]holdings […]

CHDGBALT

CHDG—[…]

BALT[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.9%BALT, at 2.3% volatility

BALTWorst drop−1.2%2.3% vol

CHDGWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CHDGBALT

[…]Year to date+4.3%

0.0%Yield0.0%

[…]Past year+5.9%

0.64%Fee0.69%

1–0CHDG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026