AIOO vs BALT

AAIOO

BBALT

Measures won3–0AIOO wins · of 6 · 5Y

$10,000 · 5Y$13,578BALT

Lowest cost0.64%AIOO · $64 on $10k

Most income0.00%AIOO · $0 on $10k

Smallest drop−0.7%AIOO · worst fall in 1Y

Held in common[…]AIOO and BALT

AIOO

BALT

AllianzIM U.S. Equity Buffer100 Protection ETF · $68MInnovator Defined Wealth Shield ETF · $3.3B

[…]3 years · per year[…] · $12,644+8.1%

[…]5 years · per year[…] · $13,578+6.3%

0.64%Expense ratio$64 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $0 on $10k0.00%

−0.7%Worst dropSmaller wins−1.2%

2.1%VolatilityLower wins2.4%

3–0AIOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIOO · BALT

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.4%	+4.7%	+6.3%	+8.1%	+6.3%	−1.2%	$3.3B
2	AAIOO	AllianzIM U.S. Equity Buffer100 Protection ETFRead Desk		0.64%	0.00%	+0.2%	+3.1%	+3.1%	new	new	−0.7%	$68M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.4%	+4.7%	+6.3%	+8.1%	+6.3%	−1.2%	$3.3B
2	AAIOO	AllianzIM U.S. Equity Buffer100 Protection ETFRead Desk		0.64%	0.00%	+0.2%	+3.1%	+3.1%	new	new	−0.7%	$68M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIOO vs BALT

AIOO

AllianzIM U.S. Equity Buffer100 Protection

[…]

BALT

Innovator Defined Wealth Shield

$13,578

MeasureAIOOBALT

Fee0.64%0.69%

Cost on $10k a year$64$69

Yield0.00%0.00%

5 years, per year[…]+6.3%

3 years, per year[…]+8.1%

Worst drop · 1Y−0.7%−1.2%

Volatility · 1Y2.1%2.4%

3–0measures won
AIOO first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AIOO, BALT

Today

[…]holdings […]

AIOOBALT

AIOO—[…]

BALT[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$64most kept, AIOO

AIOO$0 − $64 = −$64

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee