Compare · 2 funds side by side · dividends reinvested

VOO and BALT

VOOVanguard×BALTInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,156VOO · best of the two

02 / 04

VOO and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.2B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: VOO 2010 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,156

VOO

BALT

Innovator Defined Wealth Shield ETF · $3.2B$13,426

$10,000 five years ago, dividends reinvested

VOOMeasureBALT

+8.4%Year to dateJan 1 → Nov 5+3.6%

+9.8%1 yearTotal return+5.3%

+22.1%3 years · per year$10,000 became $18,224 · $12,498+7.7%

+11.4%5 years · per year$10,000 became $17,156 · $13,426+6.1%

0.03%Expense ratio$3 · $69 a year on $10k · lower is better0.69%

1.10%Trailing 12-mo yield$110 · $0 a year on $10k0.00%

−8.9%Worst dropSmaller is better−1.2%

13.5%VolatilityLower is calmer2.6%

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

6–2VOO wins

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

More Ways to See the Pairs

VOO vs BALT: Top 5 Holdings

Today

VOO

28.3%in top 5

BALT

in top 5[…]

VOOStockBALT

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

VOO vs BALT Returns, Every Period

VanguardVOO

+11.4%

5 years, per year

BALTInnovator

+6.1%

5 years, per year

VOOBALTFaded: behind in that period

4–0VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Defined Outcome: VOO vs BALT

YTD

VanguardVOO

+8.4%

BALTInnovator

+3.6%

+8.4%Year to date+3.6%

−8.9%Worst drop · 1Y−1.2%

13.5%Volatility · 1Y2.6%

1.1%Yield0.0%

$1.00TAssets$3.2B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOO, BALT

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

BALT0.69%$69

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VOO, BALT

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

BALT0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VOO, BALT

Today

[…]holdings […]

VOOBALT

VOO—[…]

BALT[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%VOO, at 13.5% volatility

BALTWorst drop−1.2%2.6% vol

VOOWorst drop−8.9%13.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOOBALT

+8.4%Year to date+3.6%

1.1%Yield0.0%

+9.8%Past year+5.3%

0.03%Fee0.69%

4–0VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026