APRW vs BALT

AAPRW

BBALT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,009APRW · BALT $13,449

Lowest cost0.69%BALT · $69 on $10k

Most income0.25%SFLR · $25 on $10k

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

Held in common[…]APRW and BALT

APRW

BALT

AllianzIM U.S. Equity Buffer20 Apr ETF · $204MInnovator Defined Wealth Shield ETF · $3.2B

+10.5%3 years · per year$13,497 · $12,479+7.7%

+7.0%5 years · per year$14,009 · $13,449+6.1%

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

0.00%12-mo yield$0 · $0 on $10k0.00%

−1.2%Worst dropSmaller wins−1.2%

3.0%VolatilityLower wins2.6%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAPRW · BALT

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

Held in common[…]

End-of-day Nov 6, 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	AAPRW	AllianzIM U.S. Equity Buffer20 Apr ETFRead Desk	0.74%	0.00%	+0.1%	+8.1%	+9.5%	+10.5%	+7.0%	−1.2%	$204M
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.2B
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+0.3%	+3.1%	+3.7%	+14.9%	new	−6.8%	$2.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AAPRW	AllianzIM U.S. Equity Buffer20 Apr ETFRead Desk	0.74%	0.00%	+0.1%	+8.1%	+9.5%	+10.5%	+7.0%	−1.2%	$204M
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.2B
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+0.3%	+3.1%	+3.7%	+14.9%	new	−6.8%	$2.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

APRW vs BALT

APRW

AllianzIM U.S. Equity Buffer20 Apr

$14,009

BALT

Innovator Defined Wealth Shield

$13,449

MeasureAPRWBALT

Fee0.74%0.69%

Cost on $10k a year$74$69

Yield0.00%0.00%

5 years, per year+7.0%+6.1%

3 years, per year+10.5%+7.7%

Worst drop · 1Y−1.2%−1.2%

Volatility · 1Y3.0%2.6%

2–2measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: APRW, BALT, SFLR

Today

[…]holdings […]

APRWBALTSFLR

APRW—[…][…]

BALT[…]—[…]

SFLR[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$64most kept, SFLR

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

APRW$0 − $74 = −$74

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee