Compare · 2 funds side by side · dividends reinvested

OCDB and BALT

OCDBAptus×BALTInnovator×

Versus in desk

02 / 03

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,516BALT · best of the two

Story of the two · IncomeMost incomeOCDB · 0.00% · $0 a year on $10k

OCDB and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ETF Series Solutions - Aptus October Deep Buffer ETFDefined Outcome · Buffer0.25%0.00%[…][…][…][…][…][…]$10M1.0

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+5.9%+7.6%+6.2%−1.2%2.7%$3.3B1.1

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

End-of-day Nov 13, 2026 · returns include dividends · since: OCDB 2026 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator Defined Wealth Shield ETF · $3.3B$13,516

BALT

OCDB

ETF Series Solutions - Aptus October Deep Buffer ETF · $10M[…]

$10,000 five years ago, dividends reinvested

BALTMeasureOCDB

+4.4%

More Ways to See the Pairs

BALT vs OCDB: Top 5 Holdings

Today

BALT

[…]in top 5

OCDB

in top 50.0%

BALTStockOCDB

not top 5CASH&OTH0.0%

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

BALT vs OCDB Returns, Every Period

1Y

InnovatorBALT

+5.9%

past year

Cost, Income and Risk

Fees: OCDB, BALT

Today

0.25%lowest, OCDB

FundExpense ratioFee$10k

OCDB0.25%$25

BALT0.69%$69

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: OCDB, BALT

1Y

0.00%highest, OCDB

FundTrailing yieldYield

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SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

[…]

+5.9%1 yearTotal return[…]

+7.6%3 years · per year$10,000 became $12,462 · […][…]

+6.2%5 years · per year$10,000 became $13,516 · […][…]

0.69%Expense ratio$69 · $25 a year on $10k · lower is better0.25%

0.00%Trailing 12-mo yield$0 · $0 a year on $10k0.00%

−1.2%Worst dropSmaller is better[…]

2.7%VolatilityLower is calmer[…]

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

0–1OCDB wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

OCDBAptus

[…]

past year

Returns […]

BALTOCDBFaded: behind in that period

0–0Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

BALT vs OCDB

YTD

InnovatorBALT

+4.4%

OCDBAptus

[…]

+4.4%Year to date[…]

−1.2%Worst drop · 1Y[…]

2.7%Volatility · 1Y[…]

0.0%Yield0.0%

$3.3BAssets$10.3M

0–0level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

OCDB0.00%$0

BALT0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

−$25most kept, OCDB

OCDB$0 − $25 = −$25

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: OCDB, BALT

Today

[…]holdings […]

OCDBBALT

OCDB—[…]

BALT[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+5.9%BALT, at 2.7% volatility

BALTWorst drop−1.2%2.7% vol

OCDBWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

OCDBBALT

[…]Year to date+4.4%

0.0%Yield0.0%

[…]Past year+5.9%

0.25%Fee0.69%

1–0OCDB wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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OCDB and BALT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two