Compare · 2 funds side by side · dividends reinvested

UDEC and BALT

UDECInnovator×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$14,473UDEC · best of the two

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

Story of the two · RiskSmallest drop

UDEC and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Ultra Buffer ETF - DecemberDefined Outcome · Buffer0.79%0.00%+8.7%+10.3%+13.0%+7.7%−4.4%7.1%$228M1.4

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.5%+5.9%+7.6%+6.2%−1.2%2.7%$3.3B1.5

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: UDEC 2019 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator U.S. Equity Ultra Buffer ETF - December · $228M$14,473

UDEC

BALT

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

$10,000 five years ago, dividends reinvested

UDECMeasureBALT

+8.7%

More Ways to See the Pairs

UDEC vs BALT: Top 5 Holdings

Today

UDEC

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

UDEC vs BALT Returns, Every Period

5Y

InnovatorUDEC

Cost, Income and Risk

Fees: UDEC, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

UDEC0.79%$79

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

Yields: UDEC, BALT

1Y

0.00%highest, UDEC

FundTrailing yieldYield

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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

+4.5%

+10.3%1 yearTotal return+5.9%

+13.0%3 years · per year$10,000 became $14,410 · $12,471+7.6%

+7.7%5 years · per year$10,000 became $14,473 · $13,530+6.2%

0.79%Expense ratio$79 · $69 a year on $10k · lower is better0.69%

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

−4.4%Worst dropSmaller is better−1.2%

7.1%VolatilityLower is calmer2.7%

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

4–3UDEC wins

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

+7.7%

5 years, per year

BALTInnovator

+6.2%

5 years, per year

UDECBALTFaded: behind in that period

4–0UDEC wins

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

UDEC vs BALT

YTD

InnovatorUDEC

+8.7%

BALTInnovator

+4.5%

+8.7%Year to date+4.5%

−4.4%Worst drop · 1Y−1.2%

7.1%Volatility · 1Y2.7%

0.0%Yield0.0%

$228MAssets$3.3B

2–1BALT wins

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

$10k

UDEC0.00%$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

UDEC$0 − $79 = −$79

KeptFee

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

Overlap: UDEC, BALT

Today

[…]holdings […]

UDECBALT

UDEC—[…]

BALT[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+10.3%UDEC, at 7.1% volatility

BALTWorst drop−1.2%2.7% vol

UDECWorst drop−4.4%7.1% vol

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

Paid More vs Made More

YTD

UDECBALT

+8.7%Year to date+4.5%

0.0%Yield0.0%

+10.3%Past year+5.9%

0.79%Fee0.69%

2–1UDEC 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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UDEC and BALT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two