Compare · 4 funds side by side · dividends reinvested

CMAY, BALT, SPYM and SFLR

CMAYCorgi Funds×BALTInnovator×SPYMSPDR×SFLRInnovator×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,537SPYM · best of the four

Story of the four · IncomeMost incomeSPYM · 1.02% · $102 a year on $10k

Story of the four · RiskSmallest drop

CMAY, BALT, SPYM and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.5

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.24%+5.8%+6.0%+15.3%[…]−6.8%10.8%$2.2B2.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.6%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B2.4

Corgi ETF Trust I - Corgi U.S. Equities 15% Structured Buffer ETF - May SeriesDefined Outcome · Buffer0.30%0.00%[…][…][…][…][…][…]$1M2.5

Rank among the four1st → 4thFee, 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: CMAY 2026 · BALT 2021 · SPYM 2005 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Corgi ETF Trust I - Corgi U.S. Equities 15% Structured Buffer ETF - May Series · $1M[…]

More Ways to See the Pairs

CMAY vs BALT: Top 5 Holdings

Today

CMAY

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

CMAY vs BALT Returns, Every Period

1Y

Corgi FundsCMAY

[…]

past year

BALTInnovator

+6.0%

past year

Returns […]

Cost, Income and Risk

Fees: CMAY, BALT, SPYM, SFLR

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

CMAY0.30%$30

BALT0.69%$69

SFLR0.89%$89

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

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

CMAY

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,539

$10,000 five years ago, dividends reinvested

CMAYMeasureBALT

[…]Year to dateJan 1 → Nov 11+4.6%

[…]1 yearTotal return+6.0%

[…]3 years · per year$10,000 became […] · $12,479+7.7%

[…]5 years · per year$10,000 became […] · $13,539+6.2%

0.30%Expense ratio$30 · $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 calmer2.7%

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

1–0CMAY wins

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

CMAY

BALT

Faded: behind in that period

0–0Level

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

Defined Outcome vs Core: CMAY vs SPYM

YTD

Corgi FundsCMAY

[…]

SPYMSPDR

+12.4%

[…]Year to date+12.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.7%

0.0%Yield1.0%

$1.2MAssets$183B

1–0SPYM wins

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

Yields: CMAY, BALT, SPYM, SFLR

1Y

1.02%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.02%$102

SFLR0.24%$24

CMAY0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

1Y

$100most kept, SPYM

SPYM$102 − $2 = $100

CMAY$0 − $30 = −$30

SFLR$24 − $89 = −$65

BALT$0 − $69 = −$69

KeptFee

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

Overlap: CMAY, BALT, SPYM, SFLR

Today

66.4%most shared, SPYM and SFLR

CMAYBALTSPYMSFLR

CMAY—[…][…][…]

BALT[…]—[…][…]

SPYM[…][…]—66.4%

SFLR[…][…]66.4%—

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

Return vs Bumpiness: 4 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

BALTWorst drop−1.2%2.7% vol

SFLRWorst drop−6.8%10.8% vol

SPYMWorst drop−8.9%13.7% vol

CMAYWorst drop[…][…]

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

Paid More vs Made More

YTD

SPYMSFLR

+12.4%Year to date+5.8%

1.0%Yield0.2%

+12.8%Past year+6.0%

0.02%Fee0.89%

4–0SPYM wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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

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CMAY, BALT, SPYM and SFLR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four