Compare · 2 funds side by side · dividends reinvested

SHDG and BALT

SHDGSoundWatch Capital×BALTInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,578BALT · best of the two

02 / 04

SHDG and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$3.2B1.3

Soundwatch Hedged Equity ETFDefined Outcome · Hedged equity1.01%0.48%+4.0%+4.9%+15.0%[…]−6.6%8.4%$155M1.7

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: SHDG 2022 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Soundwatch Hedged Equity ETF · $155M[…]

SHDG

BALT

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

$10,000 five years ago, dividends reinvested

SHDGMeasureBALT

+4.0%Year to dateJan 1 → Nov 4+4.7%

+4.9%1 yearTotal return+6.3%

+15.0%3 years · per year$10,000 became $15,190 · $12,644+8.1%

[…]5 years · per year$10,000 became […] · $13,578+6.3%

1.01%Expense ratio$101 · $69 a year on $10k · lower is better0.69%

0.48%Trailing 12-mo yield$48 · $0 a year on $10k0.00%

−6.6%Worst dropSmaller is better−1.2%

8.4%VolatilityLower is calmer2.4%

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

2–5BALT wins

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

More Ways to See the Pairs

SHDG vs BALT: Top 5 Holdings

Today

SHDG

96.6%in top 5

BALT

in top 5[…]

SHDGStockBALT

96.6%IVVnot top 5

Held in common[…]

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

SHDG vs BALT Returns, Every Period

SoundWatch CapitalSHDG

+4.9%

past year

BALTInnovator

+6.3%

past year

SHDGBALTFaded: behind in that period

1–2BALT wins

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

SHDG vs BALT

YTD

SoundWatch CapitalSHDG

+4.0%

BALTInnovator

+4.7%

+4.0%Year to date+4.7%

−6.6%Worst drop · 1Y−1.2%

8.4%Volatility · 1Y2.4%

0.5%Yield0.0%

$155MAssets$3.2B

3–1BALT wins

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

Cost, Income and Risk

Fees: SHDG, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

SHDG1.01%$101

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

Yields: SHDG, BALT

0.48%highest, SHDG

FundTrailing yieldYield$10k

SHDG0.48%$48

BALT0.00%$0

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

Income After Fees on $10,000

−$53most kept, SHDG

SHDG$48 − $101 = −$53

BALT$0 − $69 = −$69

KeptFee

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

Overlap: SHDG, BALT

Today

[…]holdings […]

SHDGBALT

SHDG—[…]

BALT[…]—

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

Return vs Bumpiness: 2 ETFs

+6.3%BALT, at 2.4% volatility

BALTWorst drop−1.2%2.4% vol

SHDGWorst drop−6.6%8.4% vol

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

Paid More vs Made More

YTD

SHDGBALT

+4.0%Year to date+4.7%

0.5%Yield0.0%

+4.9%Past year+6.3%

1.01%Fee0.69%

3–1BALT 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