Compare · 3 funds side by side · dividends reinvested

UNOV, BALT and SFLR

UNOVInnovator×BALTInnovator×SFLRInnovator×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,179UNOV · best of the three

Story of the three · IncomeMost incomeSFLR · 0.24% · $24 a year on $10k

Story of the three · RiskSmallest drop

UNOV, BALT and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Ultra Buffer ETFDefined Outcome · Buffer0.79%0.00%+9.4%+10.0%+11.1%+7.2%−4.5%6.7%$117M1.6

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.5%+5.9%+7.6%+6.2%−1.2%2.7%$3.3B1.9

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.24%+5.8%+5.8%+15.2%[…]−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 12, 2026 · returns include dividends · since: UNOV 2019 · BALT 2021 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator U.S. Equity Ultra Buffer ETF · $117M$14,179

UNOV

BALT

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

$10,000 five years ago, dividends reinvested

UNOVMeasure

More Ways to See the Pairs

UNOV vs BALT: Top 5 Holdings

Today

UNOV

99.0%in top 5

BALT

in top 5[…]

UNOVStockBALT

99.0%VOOnot top 5

Held in common[…]

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

Cost, Income and Risk

Fees: UNOV, BALT, SFLR

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

UNOV0.79%$79

SFLR0.89%$89

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

Yields: UNOV, BALT, SFLR

Popular Pairs Near These Three

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%

BALT

+9.4%Year to dateJan 1 → Nov 12+4.5%

+10.0%1 yearTotal return+5.9%

+11.1%3 years · per year$10,000 became $13,703 · $12,471+7.6%

+7.2%5 years · per year$10,000 became $14,179 · $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%

−4.5%Worst dropSmaller is better−1.2%

6.7%VolatilityLower is calmer2.7%

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

4–3UNOV wins

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

UNOV vs BALT Returns, Every Period

5Y

InnovatorUNOV

+7.2%

5 years, per year

BALTInnovator

+6.2%

5 years, per year

UNOVBALTFaded: behind in that period

4–0UNOV wins

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

UNOV vs SFLR

YTD

InnovatorUNOV

+9.4%

SFLRInnovator

+5.8%

+9.4%Year to date+5.8%

−4.5%Worst drop · 1Y−6.8%

6.7%Volatility · 1Y10.8%

0.0%Yield0.2%

$117MAssets$2.2B

3–1UNOV wins

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

1Y

0.24%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.24%$24

UNOV0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

1Y

−$65most kept, SFLR

SFLR$24 − $89 = −$65

BALT$0 − $69 = −$69

UNOV$0 − $79 = −$79

KeptFee

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

Overlap: UNOV, BALT, SFLR

Today

0.0%most shared, UNOV and SFLR

UNOVBALTSFLR

UNOV—[…]0.0%

BALT[…]—[…]

SFLR0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+10.0%UNOV, at 6.7% volatility

BALTWorst drop−1.2%2.7% vol

UNOVWorst drop−4.5%6.7% vol

SFLRWorst drop−6.8%10.8% vol

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

Paid More vs Made More

YTD

SFLRUNOV

+5.8%Year to date+9.4%

0.2%Yield0.0%

+5.8%Past year+10.0%

0.89%Fee0.79%

3–1UNOV 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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UNOV, BALT and SFLR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three