Compare · 3 funds side by side · dividends reinvested

STEN, SFLR and BALT

STENiShares×SFLRInnovator×BALTInnovator×

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

02 / 04

STEN, SFLR and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Trust - iShares Large Cap 10% Target Buffer Sep ETFDefined Outcome · Buffer0.53%0.29%+8.6%+10.0%[…][…]−6.2%9.5%$56M1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.2B1.8

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+3.1%+3.7%+14.9%[…]−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 6, 2026 · returns include dividends · since: STEN 2025 · SFLR 2022 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

iShares Trust - iShares Large Cap 10% Target Buffer Sep ETF · $56M[…]

STEN

SFLR

Innovator Equity Managed Floor ETF · $2.2B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

STENMeasureSFLR

+8.6%Year to dateJan 1 → Nov 6+3.1%

+10.0%1 yearTotal return+3.7%

[…]3 years · per year$10,000 became […] · $15,180+14.9%

[…]5 years · per year[…]

0.53%Expense ratio$53 · $89 a year on $10k · lower is better0.89%

0.29%Trailing 12-mo yield$29 · $25 a year on $10k0.25%

−6.2%Worst dropSmaller is better−6.8%

9.5%VolatilityLower is calmer10.7%

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

6–0STEN wins

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

More Ways to See the Pairs

STEN vs SFLR: Top 5 Holdings

Today

STEN

96.7%in top 5

SFLR

in top 526.9%

STENStockSFLR

96.7%IVVnot top 5

not top 5AAPL7.8%

not top 5NVDA6.5%

not top 5MSFT6.0%

not top 5AMZN4.1%

not top 5GOOGL2.5%

Held in common0.0%

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

STEN vs SFLR Returns, Every Period

iSharesSTEN

+10.0%

past year

SFLRInnovator

+3.7%

past year

STENSFLRFaded: behind in that period

2–0STEN wins

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

STEN vs SFLR

YTD

iSharesSTEN

+8.6%

SFLRInnovator

+3.1%

+8.6%Year to date+3.1%

−6.2%Worst drop · 1Y−6.8%

9.5%Volatility · 1Y10.7%

0.3%Yield0.3%

$56.5MAssets$2.2B

3–0STEN wins

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

Cost, Income and Risk

Fees: STEN, SFLR, BALT

Today

0.53%lowest, STEN

FundExpense ratioFee$10k

STEN0.53%$53

BALT0.69%$69

SFLR0.89%$89

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

Yields: STEN, SFLR, BALT

0.29%highest, STEN

FundTrailing yieldYield$10k

STEN0.29%$29

SFLR0.25%$25

BALT0.00%$0

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

Income After Fees on $10,000

−$24most kept, STEN

STEN$29 − $53 = −$24

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

KeptFee

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

Overlap: STEN, SFLR, BALT

Today

0.0%most shared, STEN and SFLR

STENSFLRBALT

STEN—0.0%[…]

SFLR0.0%—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+10.0%STEN, at 9.5% volatility

BALTWorst drop−1.2%2.6% vol

STENWorst drop−6.2%9.5% vol

SFLRWorst drop−6.8%10.7% vol

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

Paid More vs Made More

YTD

STENBALT

+8.6%Year to date+3.8%

0.3%Yield0.0%

+10.0%Past year+5.5%

0.53%Fee0.69%

4–0STEN wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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