BALT vs CBLS5YBALTBALTAvsBCBLSCBLSInnovator Defined Wealth Shield ETF · $3.3BClough Hedged Equity ETF · $31MReturns · dividends in+7.6%3 years · per year$12,462 · $15,229+15.1%+6.2%5 years · per year$13,516 · $10,831+1.6%Cost and income0.69%Expense ratio$69 · $189 on $10k · lower wins1.89%0.00%12-mo yield$0 · $87 on $10k
Overlap: BALT, CBLS, HELOToday18.0%most shared, CBLS and HELOBALTCBLSHELOBALT—[…][…]CBLS[…]—18.0%HELO[…]18.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
BALT vs CBLS5YABALTInnovator Defined Wealth Shield$13,516vsCBLSBClough Hedged Equity$10,831$8k$10k$13kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ABALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.4%+5.9%+7.6%+6.2%−1.2%$3.3B2BCBLSClough Hedged Equity ETFReadDesk1.89%0.87%−1.3%+3.8%+4.4%+15.1%+1.6%−21.2%$31M3HELOJPMorgan Hedged Equity Laddered Overlay ETFReadDesk0.50%0.57%−0.4%+3.9%+5.0%+11.2%new−5.8%$4.9BEnd-of-day Nov 13, 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▲▼1ABALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.4%+5.9%+7.6%+6.2%−1.2%$3.3B2BCBLSClough Hedged Equity ETFReadDesk1.89%0.87%−1.3%+3.8%+4.4%+15.1%+1.6%−21.2%$31M3HELOJPMorgan Hedged Equity Laddered Overlay ETFReadDesk0.50%0.57%−0.4%+3.9%+5.0%+11.2%new−5.8%$4.9BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: BALT, CBLS, HELOToday18.0%most shared, CBLS and HELOBALTCBLSHELOBALT—[…][…]CBLS[…]—18.0%HELO[…]18.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$7most kept, HELOHELO$57 − $50 = $7BALT$0 − $69 = −$69CBLS$87 − $189 = −$102KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee