Compare · 3 funds side by side · dividends reinvested

CMAY, SPY and BALT

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,358SPY · best of the three

Story of the three · IncomeMost incomeSPY · 1.01% · $101 a year on $10k

Story of the three · RiskSmallest drop

CMAY, SPY and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.2%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B1.9

Corgi ETF Trust I - Corgi U.S. Equities 15% Structured Buffer ETF - May SeriesDefined Outcome · Buffer0.30%0.00%[…][…][…][…][…][…]$1M2.0

Rank among the three1st → 3rdFee, 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: CMAY 2026 · SPY 1993 · BALT 2021

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[…]

CMAY

BALT

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

$10,000 five years ago, dividends reinvested

CMAY

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 10, 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, SPY, BALT

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CMAY0.30%$30

BALT0.69%$69

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

Yields: CMAY, SPY, BALT

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

BALT

[…]Year to dateJan 1 → Nov 10+4.2%

[…]1 yearTotal return+6.0%

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

[…]5 years · per year$10,000 became […] · $13,502+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 10, 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 10, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: CMAY vs SPY

YTD

Corgi FundsCMAY

[…]

SPYSPDR

+10.8%

[…]Year to date+10.8%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.8%

0.0%Yield1.0%

$1.2MAssets$778B

1–0SPY wins

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

1Y

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

CMAY0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

1Y

$92most kept, SPY

SPY$101 − $9 = $92

CMAY$0 − $30 = −$30

BALT$0 − $69 = −$69

KeptFee

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

Overlap: CMAY, SPY, BALT

Today

[…]holdings […]

CMAYSPYBALT

CMAY—[…][…]

SPY[…]—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.0%SPY, at 13.8% volatility

BALTWorst drop−1.2%2.7% vol

SPYWorst drop−8.9%13.8% vol

CMAYWorst drop[…][…]

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

Paid More vs Made More

YTD

SPYBALT

+10.8%Year to date+4.2%

1.0%Yield0.0%

+13.0%Past year+6.0%

0.09%Fee0.69%

4–0SPY wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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CMAY, SPY and BALT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three