Compare · 3 funds side by side · dividends reinvested

SIXH, CBLS and BALT

SIXHMeridian×CBLSChangebridge×BALTInnovator×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,653SIXH · best of the three

Story of the three · IncomeMost incomeSIXH · 1.73% · $173 a year on $10k

Story of the three · RiskSmallest drop

SIXH, CBLS 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%+18.4%+20.5%+13.9%+10.7%−3.5%8.8%$643M1.4

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+5.9%+7.6%+6.2%−1.2%2.7%$3.3B2.0

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.87%+3.8%+4.4%+15.1%+1.6%−21.2%20.2%$31M2.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: SIXH 2020 · CBLS 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Clough Hedged Equity ETF · $31M$10,831

CBLS

BALT

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

$10,000 five years ago, dividends reinvested

CBLSMeasure

More Ways to See the Pairs

CBLS vs BALT: Top 5 Holdings

Today

CBLS

14.7%in top 5

BALT

in top 5[…]

CBLSStockBALT

3.1%AVGOnot top 5

2.9%STXnot top 5

2.9%CEGnot top 5

2.9%SCInot top 5

2.9%CMGnot top 5

Cost, Income and Risk

Fees: SIXH, CBLS, BALT

Today

0.31%lowest, SIXH

FundExpense ratioFee$10k

SIXH0.31%$31

BALT0.69%$69

CBLS1.89%$189

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

Yields: SIXH, CBLS, BALT

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

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%

BALT

+3.8%Year to dateJan 1 → Nov 13+4.4%

+4.4%1 yearTotal return+5.9%

+15.1%3 years · per year$10,000 became $15,229 · $12,462+7.6%

+1.6%5 years · per year$10,000 became $10,831 · $13,516+6.2%

1.89%Expense ratio$189 · $69 a year on $10k · lower is better0.69%

0.87%Trailing 12-mo yield$87 · $0 a year on $10k0.00%

−21.2%Worst dropSmaller is better−1.2%

20.2%VolatilityLower is calmer2.7%

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

2–6BALT wins

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

Held in common[…]

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

CBLS vs BALT Returns, Every Period

5Y

ChangebridgeCBLS

+1.6%

5 years, per year

BALTInnovator

+6.2%

5 years, per year

CBLSBALTFaded: behind in that period

1–3BALT wins

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

CBLS vs SIXH

YTD

ChangebridgeCBLS

+3.8%

SIXHMeridian

+18.4%

+3.8%Year to date+18.4%

−21.2%Worst drop · 1Y−3.5%

20.2%Volatility · 1Y8.8%

0.9%Yield1.7%

$31.2MAssets$643M

4–0SIXH wins

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

1Y

1.73%highest, SIXH

FundTrailing yieldYield$10k

SIXH1.73%$173

CBLS0.87%$87

BALT0.00%$0

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

Income After Fees on $10,000

1Y

$142most kept, SIXH

SIXH$173 − $31 = $142

BALT$0 − $69 = −$69

CBLS$87 − $189 = −$102

KeptFee

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

Overlap: SIXH, CBLS, BALT

Today

8.6%most shared, SIXH and CBLS

SIXHCBLSBALT

SIXH—8.6%[…]

CBLS8.6%—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+20.5%SIXH, at 8.8% volatility

BALTWorst drop−1.2%2.7% vol

SIXHWorst drop−3.5%8.8% vol

CBLSWorst drop−21.2%20.2% vol

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

Paid More vs Made More

YTD

SIXHBALT

+18.4%Year to date+4.4%

1.7%Yield0.0%

+20.5%Past year+5.9%

0.31%Fee0.69%

4–0SIXH wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

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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SIXH, CBLS and BALT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three