Compare · 3 funds side by side · dividends reinvested

NOVZ, SIXH and BALT

NOVZTrueShares×SIXHMeridian×BALTInnovator×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,590SIXH · best of the three

Story of the three · IncomeMost incomeNOVZ · 3.33% · $333 a year on $10k

Story of the three · RiskSmallest drop

NOVZ, SIXH and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ETC 6 Meridian Hedged Equity Index Option ETFDefined Outcome · Hedged equity0.31%1.73%+18.6%+22.5%+13.9%+10.7%−3.5%8.9%$633M1.5

TrueShares Structured Outcome (November) ETFDefined Outcome · Hedged equity0.79%3.33%+7.5%+7.6%+15.9%+9.4%−6.7%10.5%$36M2.1

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.6%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: NOVZ 2020 · SIXH 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

TrueShares Structured Outcome (November) ETF · $36M$15,620

NOVZ

SIXH

ETC 6 Meridian Hedged Equity Index Option ETF · $633M$16,590

$10,000 five years ago, dividends reinvested

NOVZ

More Ways to See the Pairs

NOVZ vs SIXH: Top 5 Holdings

Today

NOVZ

[…]in top 5

SIXH

in top 521.0%

NOVZStockSIXH

not top 5MO5.1%

not top 5PEP4.1%

not top 5VZ4.0%

not top 5T4.0%

not top 5BMY3.9%

Cost, Income and Risk

Fees: NOVZ, SIXH, BALT

Today

0.31%lowest, SIXH

FundExpense ratioFee$10k

SIXH0.31%$31

BALT0.69%$69

NOVZ0.79%$79

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: NOVZ, SIXH, BALT

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SIXH

+7.5%Year to dateJan 1 → Nov 12+18.6%

+7.6%1 yearTotal return+22.5%

+15.9%3 years · per year$10,000 became $15,556 · $14,773+13.9%

+9.4%5 years · per year$10,000 became $15,685 · $16,590+10.7%

0.79%Expense ratio$79 · $31 a year on $10k · lower is better0.31%

3.33%Trailing 12-mo yield$333 · $173 a year on $10k1.73%

−6.7%Worst dropSmaller is better−3.5%

10.5%VolatilityLower is calmer8.9%

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

2–6SIXH wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

NOVZ vs SIXH Returns, Every Period

5Y

TrueSharesNOVZ

+9.4%

5 years, per year

SIXHMeridian

+10.7%

5 years, per year

NOVZSIXHFaded: behind in that period

1–3SIXH wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

NOVZ vs SIXH

YTD

TrueSharesNOVZ

+7.5%

SIXHMeridian

+18.6%

+7.5%Year to date+18.6%

−6.7%Worst drop · 1Y−3.5%

10.5%Volatility · 1Y8.9%

3.3%Yield1.7%

$36.4MAssets$633M

3–1SIXH wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

3.33%highest, NOVZ

FundTrailing yieldYield$10k

NOVZ3.33%$333

SIXH1.73%$173

BALT0.00%$0

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

Income After Fees on $10,000

1Y

$254most kept, NOVZ

NOVZ$333 − $79 = $254

SIXH$173 − $31 = $142

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: NOVZ, SIXH, BALT

Today

[…]holdings […]

NOVZSIXHBALT

NOVZ—[…][…]

SIXH[…]—[…]

BALT[…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.5%SIXH, at 8.9% volatility

BALTWorst drop−1.2%2.7% vol

SIXHWorst drop−3.5%8.9% vol

NOVZWorst drop−6.7%10.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

NOVZSIXH

+7.5%Year to date+18.6%

3.3%Yield1.7%

+7.6%Past year+22.5%

0.79%Fee0.31%

3–1SIXH wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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NOVZ, SIXH and BALT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three