Compare · 3 funds side by side · dividends reinvested

SIXH, BALT and SFLR

SIXHMeridian×BALTInnovator×SFLRInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,210SIXH · best of the three

02 / 04

SIXH, BALT and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ETC 6 Meridian Hedged Equity Index Option ETFDefined Outcome · Hedged equity0.31%1.79%+14.7%+19.6%+13.9%+10.1%−3.5%8.6%$635M1.4

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.3B2.0

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+2.8%+3.6%+15.2%[…]−6.8%10.7%$2.2B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SIXH 2020 · BALT 2021 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

ETC 6 Meridian Hedged Equity Index Option ETF · $635M$16,210

SIXH

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,426

$10,000 five years ago, dividends reinvested

SIXHMeasureBALT

+14.7%Year to dateJan 1 → Nov 5+3.6%

+19.6%1 yearTotal return+5.3%

+13.9%3 years · per year$10,000 became $14,764 · $12,498+7.7%

+10.1%5 years · per year$10,000 became $16,210 · $13,426+6.1%

0.31%Expense ratio$31 · $69 a year on $10k · lower is better0.69%

1.79%Trailing 12-mo yield$179 · $0 a year on $10k0.00%

−3.5%Worst dropSmaller is better−1.2%

8.6%VolatilityLower is calmer2.6%

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

6–2SIXH wins

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

More Ways to See the Pairs

SIXH vs BALT: Top 5 Holdings

Today

SIXH

20.8%in top 5

BALT

in top 5[…]

SIXHStockBALT

5.1%MOnot top 5

4.0%PEPnot top 5

3.9%VZnot top 5

3.9%BMYnot top 5

3.9%Tnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SIXH vs BALT Returns, Every Period

MeridianSIXH

+10.1%

5 years, per year

BALTInnovator

+6.1%

5 years, per year

SIXHBALTFaded: behind in that period

4–0SIXH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SIXH vs SFLR

YTD

MeridianSIXH

+14.7%

SFLRInnovator

+2.8%

+14.7%Year to date+2.8%

−3.5%Worst drop · 1Y−6.8%

8.6%Volatility · 1Y10.7%

1.8%Yield0.3%

$635MAssets$2.2B

4–0SIXH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIXH, BALT, SFLR

Today

0.31%lowest, SIXH

FundExpense ratioFee$10k

SIXH0.31%$31

BALT0.69%$69

SFLR0.89%$89

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SIXH, BALT, SFLR

1.79%highest, SIXH

FundTrailing yieldYield$10k

SIXH1.79%$179

SFLR0.25%$25

BALT0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$148most kept, SIXH

SIXH$179 − $31 = $148

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SIXH, BALT, SFLR

Today

23.1%most shared, SIXH and SFLR

SIXHBALTSFLR

SIXH—[…]23.1%

BALT[…]—[…]

SFLR23.1%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.6%SIXH, at 8.6% volatility

BALTWorst drop−1.2%2.6% vol

SIXHWorst drop−3.5%8.6% vol

SFLRWorst drop−6.8%10.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SIXHBALT

+14.7%Year to date+3.6%

1.8%Yield0.0%

+19.6%Past year+5.3%

0.31%Fee0.69%

4–0SIXH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026