BALT vs BAPR

ABALT

BBAPR

Measures won3–2BALT wins · of 6 · 5Y

$10,000 · 5Y$16,405BAPR · BALT $13,449

Lowest cost0.69%BALT · $69 on $10k

Most income0.00%BALT · $0 on $10k

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

Held in common[…]BALT and BAPR

BALT

BAPR

Innovator Defined Wealth Shield ETF · $3.2BInnovator U.S. Equity Buffer ETF · $407M

+7.7%3 years · per year$12,479 · $15,535+15.8%

+6.1%5 years · per year$13,449 · $16,405+10.4%

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

0.00%12-mo yield$0 · $0 on $10k0.00%

−1.2%Worst dropSmaller wins−2.5%

2.6%VolatilityLower wins6.4%

3–2BALT wins

$10,000 · 5 yearsOne scale

Shared top holdingsBALT · BAPR

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

Both

5Y2 funds

#			Trend
1	BBAPR	Innovator U.S. Equity Buffer ETFRead Desk		0.79%	0.00%	+0.3%	+12.3%	+14.1%	+15.8%	+10.4%	−2.5%	$407M
2	ABALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.2B

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

Both

5Y2 funds

#			Trend
1	BBAPR	Innovator U.S. Equity Buffer ETFRead Desk		0.79%	0.00%	+0.3%	+12.3%	+14.1%	+15.8%	+10.4%	−2.5%	$407M
2	ABALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.2B

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

BALT vs BAPR

BALT

Innovator Defined Wealth Shield

$13,449

BAPR

Innovator U.S. Equity Buffer

$16,405

MeasureBALTBAPR

Fee0.69%0.79%

Cost on $10k a year$69$79

Yield0.00%0.00%

5 years, per year+6.1%+10.4%

3 years, per year+7.7%+15.8%

Worst drop · 1Y−1.2%−2.5%

Volatility · 1Y2.6%6.4%

3–2measures won
BALT first

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: BALT, BAPR

Today

[…]holdings […]

BALTBAPR

BALT—[…]

BAPR[…]—

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

Income After Fees on $10,000

−$69most kept, BALT

BALT$0 − $69 = −$69

BAPR$0 − $79 = −$79

KeptFee

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