APRZ vs BALT

AAPRZ

BBALT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,240APRZ · BALT $13,578

Lowest cost0.69%BALT · $69 on $10k

Most income3.10%APRZ · $310 on $10k

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

Held in common[…]APRZ and BALT

APRZ

BALT

TrueShares Structured Outcome (April) ETF · $33MInnovator Defined Wealth Shield ETF · $3.3B

+17.0%3 years · per year$16,016 · $12,644+8.1%

+10.2%5 years · per year$16,240 · $13,578+6.3%

0.79%Expense ratio$79 · $69 on $10k · lower wins0.69%

3.10%12-mo yield$310 · $0 on $10k0.00%

−8.8%Worst dropSmaller wins−1.2%

11.3%VolatilityLower wins2.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAPRZ · 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	AAPRZ	TrueShares Structured Outcome (April) ETFRead Desk		0.79%	3.10%	+1.5%	+8.3%	+7.9%	+17.0%	+10.2%	−8.8%	$33M
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

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	AAPRZ	TrueShares Structured Outcome (April) ETFRead Desk		0.79%	3.10%	+1.5%	+8.3%	+7.9%	+17.0%	+10.2%	−8.8%	$33M
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

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

APRZ vs BALT

APRZ

TrueShares Structured Outcome (April)

$16,241

BALT

Innovator Defined Wealth Shield

$13,578

MeasureAPRZBALT

Fee0.79%0.69%

Cost on $10k a year$79$69

Yield3.10%0.00%

5 years, per year+10.2%+6.3%

3 years, per year+17.0%+8.1%

Worst drop · 1Y−8.8%−1.2%

Volatility · 1Y11.3%2.4%

3–3measures won
level

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: APRZ, BALT

Today

[…]holdings […]

APRZBALT

APRZ—[…]

BALT[…]—

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

Income After Fees on $10,000

$231most kept, APRZ

APRZ$310 − $79 = $231

BALT$0 − $69 = −$69

KeptFee

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