Compare · 2 funds side by side · dividends reinvested

PMAR and BALT

PMARInnovator×BALTInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441PMAR · best of the two

02 / 04

PMAR and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Power Buffer ETF - MarchDefined Outcome · Buffer0.79%0.00%+7.5%+9.4%+13.1%+9.1%−4.1%5.9%$733M1.4

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.3B1.5

Rank among the two1st → 2ndFee, 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: PMAR 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Power Buffer ETF - March · $733M$15,441

PMAR

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,449

$10,000 five years ago, dividends reinvested

PMARMeasureBALT

+7.5%Year to dateJan 1 → Nov 6+3.8%

+9.4%1 yearTotal return+5.5%

+13.1%3 years · per year$10,000 became $14,483 · $12,479+7.7%

+9.1%5 years · per year$10,000 became $15,441 · $13,449+6.1%

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

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

−4.1%Worst dropSmaller is better−1.2%

5.9%VolatilityLower is calmer2.6%

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

4–3PMAR wins

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

More Ways to See the Pairs

PMAR vs BALT: Top 5 Holdings

Today

PMAR

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

PMAR vs BALT Returns, Every Period

InnovatorPMAR

+9.1%

5 years, per year

BALTInnovator

+6.1%

5 years, per year

PMARBALTFaded: behind in that period

4–0PMAR wins

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

PMAR vs BALT

YTD

InnovatorPMAR

+7.5%

BALTInnovator

+3.8%

+7.5%Year to date+3.8%

−4.1%Worst drop · 1Y−1.2%

5.9%Volatility · 1Y2.6%

0.0%Yield0.0%

$733MAssets$3.3B

2–1BALT wins

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

Cost, Income and Risk

Fees: PMAR, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

PMAR0.79%$79

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

Yields: PMAR, BALT

0.00%highest, PMAR

FundTrailing yieldYield$10k

PMAR0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$69most kept, BALT

BALT$0 − $69 = −$69

PMAR$0 − $79 = −$79

KeptFee

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

Overlap: PMAR, BALT

Today

[…]holdings […]

PMARBALT

PMAR—[…]

BALT[…]—

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

Return vs Bumpiness: 2 ETFs

+9.4%PMAR, at 5.9% volatility

BALTWorst drop−1.2%2.6% vol

PMARWorst drop−4.1%5.9% vol

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

Paid More vs Made More

YTD

PMARBALT

+7.5%Year to date+3.8%

0.0%Yield0.0%

+9.4%Past year+5.5%

0.79%Fee0.69%

2–1PMAR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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