APXM vs BALT5YAPXMAPXMAvsBBALTBALTFT Vest U.S. Equity Max Buffer · $22MInnovator Defined Wealth Shield ETF · $3.3BReturns · dividends in[…]3 years · per year[…] · $12,479+7.7%[…]5 years · per year[…] · $13,502+6.2%Cost and income0.85%Expense ratio$85 · $69 on $10k · lower wins0.69%0.00%12-mo yield$0 · $0 on $10k0.00%Risk · 1 year−0.8%
Overlap: APXM, BALT, BUFRToday[…]holdings […]APXMBALTBUFRAPXM—[…][…]BALT[…]—[…]BUFR[…][…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
APXM vs BALT5YAAPXMFT Vest U.S. Equity Max Buffer[…]vsBALTBInnovator Defined Wealth Shield$13,502MeasureAPXMBALTFee0.85%0.69%Cost on $10k a year$85$69Yield0.00%0.00%5 years, per year[…]+6.2%3 years, per year[…]+7.7%Worst drop · 1Y−0.8%−1.2%Volatility · 1Y1.9%2.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BUFRFT Vest Laddered Buffer ETFReadDesk0.10%0.00%−0.2%+8.7%+10.9%+14.5%+9.4%−4.6%$11.0B2BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.2%+6.0%+7.7%+6.2%−1.2%$3.3B3AAPXMFT Vest U.S. Equity Max BufferReadDesk0.85%0.00%−0.2%+3.5%+4.4%newnew−0.8%$22MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BUFRFT Vest Laddered Buffer ETFReadDesk0.10%0.00%−0.2%+8.7%+10.9%+14.5%+9.4%−4.6%$11.0B2BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.2%+6.0%+7.7%+6.2%−1.2%$3.3B3AAPXMFT Vest U.S. Equity Max BufferReadDesk0.85%0.00%−0.2%+3.5%+4.4%newnew−0.8%$22MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: APXM, BALT, BUFRToday[…]holdings […]APXMBALTBUFRAPXM—[…][…]BALT[…]—[…]BUFR[…][…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y−$10most kept, BUFRBUFR$0 − $10 = −$10BALT$0 − $69 = −$69APXM$0 − $85 = −$85KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee