APRT vs BALT

AAPRT

BBALT

Measures won2–3BALT wins · of 6 · 5Y

$10,000 · 5Y$16,473APRT · BALT $13,578

Lowest cost0.69%BALT · $69 on $10k

Most income0.24%SFLR · $24 on $10k

Smallest drop−1.2%BALT · worst fall in 1Y

Held in common[…]APRT and BALT

APRT

BALT

AllianzIM U.S. Equity Buffer10 Apr ETF · $47MInnovator Defined Wealth Shield ETF · $3.3B

+16.2%3 years · per year$15,678 · $12,644+8.1%

+10.5%5 years · per year$16,473 · $13,578+6.3%

0.74%Expense ratio$74 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $0 on $10k0.00%

−1.6%Worst dropSmaller wins−1.2%

5.2%VolatilityLower wins2.4%

2–3BALT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAPRT · 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

All Three

5Y3 funds

#
1	AAPRT	AllianzIM U.S. Equity Buffer10 Apr ETFRead Desk	0.74%	0.00%	+0.8%	+13.9%	+15.7%	+16.2%	+10.5%	−1.6%	$47M
2	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
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.24%	+1.2%	+6.7%	+6.6%	+16.7%	new	−6.8%	$2.2B

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

All Three

5Y3 funds

#
1	AAPRT	AllianzIM U.S. Equity Buffer10 Apr ETFRead Desk	0.74%	0.00%	+0.8%	+13.9%	+15.7%	+16.2%	+10.5%	−1.6%	$47M
2	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
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.24%	+1.2%	+6.7%	+6.6%	+16.7%	new	−6.8%	$2.2B

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

APRT vs BALT

APRT

AllianzIM U.S. Equity Buffer10 Apr

$16,473

BALT

Innovator Defined Wealth Shield

$13,578

MeasureAPRTBALT

Fee0.74%0.69%

Cost on $10k a year$74$69

Yield0.00%0.00%

5 years, per year+10.5%+6.3%

3 years, per year+16.2%+8.1%

Worst drop · 1Y−1.6%−1.2%

Volatility · 1Y5.2%2.4%

3–2measures won
BALT 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: APRT, BALT, SFLR

Today

[…]holdings […]

APRTBALTSFLR

APRT—[…][…]

BALT[…]—[…]

SFLR[…][…]—

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

Income After Fees on $10,000

−$65most kept, SFLR

SFLR$24 − $89 = −$65

BALT$0 − $69 = −$69

APRT$0 − $74 = −$74

KeptFee

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