Compare · 2 funds side by side · dividends reinvested

SIXZ and BALT

SIXZAllianzIM×BALTInnovator×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,530BALT · best of the two

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

Story of the two · RiskSmallest drop

SIXZ and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.5%+5.9%+7.6%+6.2%−1.2%2.7%$3.3B1.3

AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETFDefined Outcome · Buffer0.74%0.00%+9.2%+10.0%[…][…]−4.4%7.6%$64M1.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: SIXZ 2024 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator Defined Wealth Shield ETF · $3.3B$13,530

BALT

SIXZ

AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF · $64M[…]

$10,000 five years ago, dividends reinvested

BALTMeasureSIXZ

+4.5%

More Ways to See the Pairs

BALT vs SIXZ: Top 5 Holdings

Today

BALT

[…]in top 5

SIXZ

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

BALT vs SIXZ Returns, Every Period

1Y

InnovatorBALT

+5.9%

past year

Cost, Income and Risk

Fees: SIXZ, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

SIXZ0.74%$74

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SIXZ, BALT

1Y

0.00%highest, SIXZ

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+9.2%

+5.9%1 yearTotal return+10.0%

+7.6%3 years · per year$10,000 became $12,471 · […][…]

+6.2%5 years · per year$10,000 became $13,530 · […][…]

0.69%Expense ratio$69 · $74 a year on $10k · lower is better0.74%

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

−1.2%Worst dropSmaller is better−4.4%

2.7%VolatilityLower is calmer7.6%

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

3–2BALT wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

SIXZ

AllianzIM

+10.0%

past year

BALTSIXZFaded: behind in that period

0–2SIXZ wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

BALT vs SIXZ

YTD

InnovatorBALT

+4.5%

SIXZAllianzIM

+9.2%

+4.5%Year to date+9.2%

−1.2%Worst drop · 1Y−4.4%

2.7%Volatility · 1Y7.6%

0.0%Yield0.0%

$3.3BAssets$64.3M

2–1BALT wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

SIXZ0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

1Y

−$69most kept, BALT

BALT$0 − $69 = −$69

SIXZ$0 − $74 = −$74

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SIXZ, BALT

Today

[…]holdings […]

SIXZBALT

SIXZ—[…]

BALT[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.0%SIXZ, at 7.6% volatility

BALTWorst drop−1.2%2.7% vol

SIXZWorst drop−4.4%7.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SIXZBALT

+9.2%Year to date+4.5%

0.0%Yield0.0%

+10.0%Past year+5.9%

0.74%Fee0.69%

2–1SIXZ wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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SIXZ and BALT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two