Compare · 2 funds side by side · dividends reinvested

MARZ and BALT

MARZTrueShares×BALTInnovator×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,753MARZ · best of the two

02 / 04

MARZ and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

TrueShares Structured Outcome (March) ETFDefined Outcome · Hedged equity0.79%3.04%+8.7%+8.1%+17.0%+9.5%−7.5%10.4%$33M1.4

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$3.2B1.6

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: MARZ 2021 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (March) ETF · $33M$15,753

MARZ

BALT

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

$10,000 five years ago, dividends reinvested

MARZMeasureBALT

+8.7%Year to dateJan 1 → Nov 4+4.7%

+8.1%1 yearTotal return+6.3%

+17.0%3 years · per year$10,000 became $15,997 · $12,644+8.1%

+9.5%5 years · per year$10,000 became $15,753 · $13,578+6.3%

0.79%Expense ratio$79 · $69 a year on $10k · lower is better0.69%

3.04%Trailing 12-mo yield$304 · $0 a year on $10k0.00%

−7.5%Worst dropSmaller is better−1.2%

10.4%VolatilityLower is calmer2.4%

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

5–3MARZ wins

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

More Ways to See the Pairs

MARZ vs BALT: Top 5 Holdings

Today

MARZ

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

MARZ vs BALT Returns, Every Period

TrueSharesMARZ

+9.5%

5 years, per year

BALTInnovator

+6.3%

5 years, per year

MARZBALTFaded: behind in that period

4–0MARZ wins

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

MARZ vs BALT

YTD

TrueSharesMARZ

+8.7%

BALTInnovator

+4.7%

+8.7%Year to date+4.7%

−7.5%Worst drop · 1Y−1.2%

10.4%Volatility · 1Y2.4%

3.0%Yield0.0%

$33.1MAssets$3.2B

2–2level

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

Cost, Income and Risk

Fees: MARZ, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

MARZ0.79%$79

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

Yields: MARZ, BALT

3.04%highest, MARZ

FundTrailing yieldYield$10k

MARZ3.04%$304

BALT0.00%$0

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

Income After Fees on $10,000

$225most kept, MARZ

MARZ$304 − $79 = $225

BALT$0 − $69 = −$69

KeptFee

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

Overlap: MARZ, BALT

Today

[…]holdings […]

MARZBALT

MARZ—[…]

BALT[…]—

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

Return vs Bumpiness: 2 ETFs

+8.1%MARZ, at 10.4% volatility

BALTWorst drop−1.2%2.4% vol

MARZWorst drop−7.5%10.4% vol

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

Paid More vs Made More

YTD

MARZBALT

+8.7%Year to date+4.7%

3.0%Yield0.0%

+8.1%Past year+6.3%

0.79%Fee0.69%

3–1MARZ 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