APRZ vs BALT

AAPRZ

BBALT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,552APRZ · BALT $13,449

Lowest cost0.69%BALT · $69 on $10k

Most income3.20%APRZ · $320 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 · $3.2B

+15.3%3 years · per year$15,309 · $12,479+7.7%

+9.2%5 years · per year$15,552 · $13,449+6.1%

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

3.20%12-mo yield$320 · $0 on $10k0.00%

−8.8%Worst dropSmaller wins−1.2%

11.7%VolatilityLower wins2.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAPRZ · 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	AAPRZ	TrueShares Structured Outcome (April) ETFRead Desk	0.79%	3.20%	+0.2%	+4.7%	+5.1%	+15.3%	+9.2%	−8.8%	$33M
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	AAPRZ	TrueShares Structured Outcome (April) ETFRead Desk	0.79%	3.20%	+0.2%	+4.7%	+5.1%	+15.3%	+9.2%	−8.8%	$33M
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

APRZ vs BALT

APRZ

TrueShares Structured Outcome (April)

$15,552

BALT

Innovator Defined Wealth Shield

$13,449

MeasureAPRZBALT

Fee0.79%0.69%

Cost on $10k a year$79$69

Yield3.20%0.00%

5 years, per year+9.2%+6.1%

3 years, per year+15.3%+7.7%

Worst drop · 1Y−8.8%−1.2%

Volatility · 1Y11.7%2.6%

3–3measures 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: APRZ, BALT, SFLR

Today

[…]holdings […]

APRZBALTSFLR

APRZ—[…][…]

BALT[…]—[…]

SFLR[…][…]—

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

Income After Fees on $10,000

$241most kept, APRZ

APRZ$320 − $79 = $241

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

KeptFee

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