Compare · 2 funds side by side · dividends reinvested

HEQT and BALT

HEQTSimplify×BALTInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,406HEQT · best of the two

02 / 04

HEQT and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify Hedged Equity ETFDefined Outcome · Hedged equity0.48%1.16%+8.7%+10.0%+15.6%+9.0%−5.1%7.5%$306M1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$3.2B1.8

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Hedged Equity ETF · $306M$15,406

HEQT

BALT

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

$10,000 five years ago, dividends reinvested

HEQTMeasureBALT

+8.7%Year to dateJan 1 → Nov 4+4.7%

+10.0%1 yearTotal return+6.3%

+15.6%3 years · per year$10,000 became $15,455 · $12,644+8.1%

+9.0%5 years · per year$10,000 became $15,406 · $13,578+6.3%

0.48%Expense ratio$48 · $69 a year on $10k · lower is better0.69%

1.16%Trailing 12-mo yield$116 · $0 a year on $10k0.00%

−5.1%Worst dropSmaller is better−1.2%

7.5%VolatilityLower is calmer2.4%

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

6–2HEQT wins

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

More Ways to See the Pairs

HEQT vs BALT: Top 5 Holdings

Today

HEQT

99.3%in top 5

BALT

in top 5[…]

HEQTStockBALT

99.3%IVVnot top 5

Held in common[…]

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

HEQT vs BALT Returns, Every Period

SimplifyHEQT

+9.0%

5 years, per year

BALTInnovator

+6.3%

5 years, per year

HEQTBALTFaded: behind in that period

4–0HEQT wins

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

HEQT vs BALT

YTD

SimplifyHEQT

+8.7%

BALTInnovator

+4.7%

+8.7%Year to date+4.7%

−5.1%Worst drop · 1Y−1.2%

7.5%Volatility · 1Y2.4%

1.2%Yield0.0%

$306MAssets$3.2B

2–2level

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

Cost, Income and Risk

Fees: HEQT, BALT

Today

0.48%lowest, HEQT

FundExpense ratioFee$10k

HEQT0.48%$48

BALT0.69%$69

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

Yields: HEQT, BALT

1.16%highest, HEQT

FundTrailing yieldYield$10k

HEQT1.16%$116

BALT0.00%$0

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

Income After Fees on $10,000

$68most kept, HEQT

HEQT$116 − $48 = $68

BALT$0 − $69 = −$69

KeptFee

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

Overlap: HEQT, BALT

Today

[…]holdings […]

HEQTBALT

HEQT—[…]

BALT[…]—

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

Return vs Bumpiness: 2 ETFs

+10.0%HEQT, at 7.5% volatility

BALTWorst drop−1.2%2.4% vol

HEQTWorst drop−5.1%7.5% vol

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

Paid More vs Made More

YTD

HEQTBALT

+8.7%Year to date+4.7%

1.2%Yield0.0%

+10.0%Past year+6.3%

0.48%Fee0.69%

4–0HEQT 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