Compare · 2 funds side by side · dividends reinvested

HAWG and BALT

HAWGHCM×BALTInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,578BALT · best of the two

02 / 03

HAWG and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$3.2B1.0

HCM Hedged Equity ETFDefined Outcome · Hedged equity1.35%0.00%[…][…][…][…][…][…]$99M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: HAWG 2026 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

HCM Hedged Equity ETF · $99M[…]

HAWG

BALT

Innovator Defined Wealth Shield ETF · $3.2B$13,578

$10,000 five years ago, dividends reinvested

HAWGMeasureBALT

[…]Year to dateJan 1 → Nov 4+4.7%

[…]1 yearTotal return+6.3%

[…]3 years · per year$10,000 became […] · $12,644+8.1%

[…]5 years · per year$10,000 became […] · $13,578+6.3%

1.35%Expense ratio$135 · $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 calmer2.4%

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

0–1BALT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HAWG vs BALT: Top 5 Holdings

Today

HAWG

35.8%in top 5

BALT

in top 5[…]

HAWGStockBALT

9.8%NVDAnot top 5

9.8%AAPLnot top 5

7.9%MSFTnot top 5

5.0%AMZNnot top 5

3.4%GOOGLnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

HAWG vs BALT Returns, Every Period

HCMHAWG

[…]

past year

BALTInnovator

+6.3%

past year

Returns […]

HAWGBALTFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HAWG vs BALT

YTD

HCMHAWG

[…]

BALTInnovator

+4.7%

[…]Year to date+4.7%

[…]Worst drop · 1Y−1.2%

[…]Volatility · 1Y2.4%

0.0%Yield0.0%

$99.4MAssets$3.2B

0–0level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAWG, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

HAWG1.35%$135

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HAWG, BALT

0.00%highest, HAWG

FundTrailing yieldYield$10k

HAWG0.00%$0

BALT0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$69most kept, BALT

BALT$0 − $69 = −$69

HAWG$0 − $135 = −$135

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HAWG, BALT

Today

[…]holdings […]

HAWGBALT

HAWG—[…]

BALT[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+6.3%BALT, at 2.4% volatility

BALTWorst drop−1.2%2.4% vol

HAWGWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

HAWGBALT

[…]Year to date+4.7%

0.0%Yield0.0%

[…]Past year+6.3%

1.35%Fee0.69%

1–0BALT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026