BALT vs APRZ

ABALT

BAPRZ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,944APRZ · BALT $13,514

Lowest cost0.69%BALT · $69 on $10k

Most income3.14%APRZ · $314 on $10k

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

Held in common[…]BALT and APRZ

BALT

APRZ

Innovator Defined Wealth Shield ETF · $3.2BTrueShares Structured Outcome (April) ETF · $33M

+8.1%3 years · per year$12,621 · $15,931+16.8%

+6.2%5 years · per year$13,514 · $15,944+9.8%

0.69%Expense ratio$69 · $79 on $10k · lower wins0.79%

0.00%12-mo yield$0 · $314 on $10k3.14%

−1.2%Worst dropSmaller wins−8.8%

2.3%VolatilityLower wins11.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsBALT · APRZ

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

Held in common[…]

End-of-day Nov 3, 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	BAPRZ	TrueShares Structured Outcome (April) ETFRead Desk		0.79%	3.14%	+0.3%	+6.8%	+6.4%	+16.8%	+9.8%	−8.8%	$33M
2	ABALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.1%	+4.3%	+5.9%	+8.1%	+6.2%	−1.2%	$3.2B

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

Both

5Y2 funds

#			Trend
1	BAPRZ	TrueShares Structured Outcome (April) ETFRead Desk		0.79%	3.14%	+0.3%	+6.8%	+6.4%	+16.8%	+9.8%	−8.8%	$33M
2	ABALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.1%	+4.3%	+5.9%	+8.1%	+6.2%	−1.2%	$3.2B

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

Cards for this view

BALT vs APRZ

BALT

Innovator Defined Wealth Shield

$13,514

APRZ

TrueShares Structured Outcome (April)

$15,944

MeasureBALTAPRZ

Fee0.69%0.79%

Cost on $10k a year$69$79

Yield0.00%3.14%

5 years, per year+6.2%+9.8%

3 years, per year+8.1%+16.8%

Worst drop · 1Y−1.2%−8.8%

Volatility · 1Y2.3%11.2%

3–3measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: BALT, APRZ

Today

[…]holdings […]

BALTAPRZ

BALT—[…]

APRZ[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$235most kept, APRZ

APRZ$314 − $79 = $235

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee