Compare · 3 funds side by side · dividends reinvested

MMAX, BAPR and BALT

MMAXiShares×BAPRInnovator×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,405BAPR · best of the three

02 / 04

MMAX, BAPR and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Large Cap Max Buffer Mar ETFDefined Outcome · Buffer0.53%1.25%+4.9%+6.2%[…][…]−0.5%1.5%$74M1.3

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+12.3%+14.1%+15.8%+10.4%−2.5%6.4%$408M1.9

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.3B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: MMAX 2025 · BAPR 2019 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Max Buffer Mar ETF · $74M[…]

MMAX

BAPR

Innovator U.S. Equity Buffer ETF · $408M$16,405

$10,000 five years ago, dividends reinvested

MMAXMeasureBAPR

+4.9%Year to dateJan 1 → Nov 6+12.3%

+6.2%1 yearTotal return+14.1%

[…]3 years · per year$10,000 became […] · $15,535+15.8%

[…]5 years · per year$10,000 became […] · $16,405+10.4%

0.53%Expense ratio$53 · $79 a year on $10k · lower is better0.79%

1.25%Trailing 12-mo yield$125 · $0 a year on $10k0.00%

−0.5%Worst dropSmaller is better−2.5%

1.5%VolatilityLower is calmer6.4%

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

4–2MMAX wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MMAX vs BAPR: Top 5 Holdings

Today

MMAX

106.8%in top 5

BAPR

in top 5[…]

MMAXStockBAPR

106.8%IVVnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

MMAX vs BAPR Returns, Every Period

iSharesMMAX

+6.2%

past year

BAPRInnovator

+14.1%

past year

MMAXBAPRFaded: behind in that period

0–2BAPR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

MMAX vs BAPR

YTD

iSharesMMAX

+4.9%

BAPRInnovator

+12.3%

+4.9%Year to date+12.3%

−0.5%Worst drop · 1Y−2.5%

1.5%Volatility · 1Y6.4%

1.3%Yield0.0%

$73.7MAssets$408M

3–1MMAX wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MMAX, BAPR, BALT

Today

0.53%lowest, MMAX

FundExpense ratioFee$10k

MMAX0.53%$53

BALT0.69%$69

BAPR0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MMAX, BAPR, BALT

1.25%highest, MMAX

FundTrailing yieldYield$10k

MMAX1.25%$125

BAPR0.00%$0

BALT0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$72most kept, MMAX

MMAX$125 − $53 = $72

BALT$0 − $69 = −$69

BAPR$0 − $79 = −$79

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MMAX, BAPR, BALT

Today

[…]holdings […]

MMAXBAPRBALT

MMAX—[…][…]

BAPR[…]—[…]

BALT[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.1%BAPR, at 6.4% volatility

MMAXWorst drop−0.5%1.5% vol

BALTWorst drop−1.2%2.6% vol

BAPRWorst drop−2.5%6.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MMAXBAPR

+4.9%Year to date+12.3%

1.3%Yield0.0%

+6.2%Past year+14.1%

0.53%Fee0.79%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026