Compare · 3 funds side by side · dividends reinvested

UDEC, BALT and SFLR

UDECInnovator×BALTInnovator×SFLRInnovator×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,446UDEC · best of the three

Story of the three · IncomeMost incomeSFLR · 0.25% · $25 a year on $10k

Story of the three · RiskSmallest drop

UDEC, BALT and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Ultra Buffer ETF - DecemberDefined Outcome · Buffer0.79%0.00%+8.5%+10.0%+12.9%+7.6%−4.4%7.1%$230M1.6

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+5.9%+7.6%+6.2%−1.2%2.7%$3.3B1.9

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+5.2%+5.2%+15.0%[…]−6.8%10.8%$2.2B2.3

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: UDEC 2019 · BALT 2021 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator U.S. Equity Ultra Buffer ETF - December · $230M$14,446

UDEC

SFLR

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

$10,000 five years ago, dividends reinvested

UDECMeasure

More Ways to See the Pairs

UDEC vs SFLR: Top 5 Holdings

Today

UDEC

[…]in top 5

SFLR

in top 526.1%

UDECStockSFLR

not top 5AAPL7.9%

not top 5NVDA5.8%

not top 5MSFT5.7%

not top 5AMZN4.1%

not top 5AVGO2.6%

Cost, Income and Risk

Fees: UDEC, BALT, SFLR

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

UDEC0.79%$79

SFLR0.89%$89

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

Yields: UDEC, BALT, SFLR

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%

SFLR

+8.5%Year to dateJan 1 → Nov 13+5.2%

+10.0%1 yearTotal return+5.2%

+12.9%3 years · per year$10,000 became $14,374 · $15,226+15.0%

+7.6%5 years · per year$10,000 became $14,446 · […][…]

0.79%Expense ratio$79 · $89 a year on $10k · lower is better0.89%

0.00%Trailing 12-mo yield$0 · $25 a year on $10k0.25%

−4.4%Worst dropSmaller is better−6.8%

7.1%VolatilityLower is calmer10.8%

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

5–2UDEC 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

UDEC vs SFLR Returns, Every Period

1Y

InnovatorUDEC

+10.0%

past year

SFLRInnovator

+5.2%

past year

UDECSFLRFaded: behind in that period

2–1UDEC wins

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

UDEC vs SFLR

YTD

InnovatorUDEC

+8.5%

SFLRInnovator

+5.2%

+8.5%Year to date+5.2%

−4.4%Worst drop · 1Y−6.8%

7.1%Volatility · 1Y10.8%

0.0%Yield0.2%

$230MAssets$2.2B

3–1UDEC wins

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

1Y

0.25%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.25%$25

UDEC0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

1Y

−$64most kept, SFLR

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

UDEC$0 − $79 = −$79

KeptFee

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

Overlap: UDEC, BALT, SFLR

Today

[…]holdings […]

UDECBALTSFLR

UDEC—[…][…]

BALT[…]—[…]

SFLR[…][…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+10.0%UDEC, at 7.1% volatility

BALTWorst drop−1.2%2.7% vol

UDECWorst drop−4.4%7.1% vol

SFLRWorst drop−6.8%10.8% vol

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

Paid More vs Made More

YTD

SFLRUDEC

+5.2%Year to date+8.5%

0.2%Yield0.0%

+5.2%Past year+10.0%

0.89%Fee0.79%

3–1UDEC wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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UDEC, BALT and SFLR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three