Compare · 2 funds side by side · dividends reinvested

SMAX and BALT

SMAXiShares×BALTInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,449BALT · best of the two

02 / 04

SMAX and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Large Cap Max Buffer Sep ETFDefined Outcome · Buffer0.53%0.93%+5.2%+6.3%[…][…]−1.9%2.9%$145M1.3

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: SMAX 2024 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Max Buffer Sep ETF · $145M[…]

SMAX

BALT

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

$10,000 five years ago, dividends reinvested

SMAXMeasureBALT

+5.2%Year to dateJan 1 → Nov 6+3.8%

+6.3%1 yearTotal return+5.5%

[…]3 years · per year$10,000 became […] · $12,479+7.7%

[…]5 years · per year$10,000 became […] · $13,449+6.1%

0.53%Expense ratio$53 · $69 a year on $10k · lower is better0.69%

0.93%Trailing 12-mo yield$93 · $0 a year on $10k0.00%

−1.9%Worst dropSmaller is better−1.2%

2.9%VolatilityLower is calmer2.6%

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

4–2SMAX wins

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

More Ways to See the Pairs

SMAX vs BALT: Top 5 Holdings

Today

SMAX

94.9%in top 5

BALT

in top 5[…]

SMAXStockBALT

94.9%IVVnot top 5

Held in common[…]

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

SMAX vs BALT Returns, Every Period

iSharesSMAX

+6.3%

past year

BALTInnovator

+5.5%

past year

SMAXBALTFaded: behind in that period

2–0SMAX wins

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

SMAX vs BALT

YTD

iSharesSMAX

+5.2%

BALTInnovator

+3.8%

+5.2%Year to date+3.8%

−1.9%Worst drop · 1Y−1.2%

2.9%Volatility · 1Y2.6%

0.9%Yield0.0%

$145MAssets$3.3B

2–2level

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

Cost, Income and Risk

Fees: SMAX, BALT

Today

0.53%lowest, SMAX

FundExpense ratioFee$10k

SMAX0.53%$53

BALT0.69%$69

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

Yields: SMAX, BALT

0.93%highest, SMAX

FundTrailing yieldYield$10k

SMAX0.93%$93

BALT0.00%$0

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

Income After Fees on $10,000

$40most kept, SMAX

SMAX$93 − $53 = $40

BALT$0 − $69 = −$69

KeptFee

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

Overlap: SMAX, BALT

Today

[…]holdings […]

SMAXBALT

SMAX—[…]

BALT[…]—

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

Return vs Bumpiness: 2 ETFs

+6.3%SMAX, at 2.9% volatility

BALTWorst drop−1.2%2.6% vol

SMAXWorst drop−1.9%2.9% vol

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

Paid More vs Made More

YTD

SMAXBALT

+5.2%Year to date+3.8%

0.9%Yield0.0%

+6.3%Past year+5.5%

0.53%Fee0.69%

4–0SMAX 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026