BALT vs CBLS

ABALT

BCBLS

Measures won4–2BALT wins · of 6 · 5Y

$10,000 · 5Y$14,347BUFD · BALT $13,532

Lowest cost0.10%BUFD · $10 on $10k

Most income0.87%CBLS · $87 on $10k

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

Held in common[…]BALT and CBLS

BALT

CBLS

Innovator Defined Wealth Shield ETF · $3.3BClough Hedged Equity ETF · $31M

+7.7%3 years · per year$12,502 · $15,220+15.0%

+6.2%5 years · per year$13,532 · $10,933+1.8%

0.69%Expense ratio$69 · $189 on $10k · lower wins1.89%

0.00%12-mo yield$0 · $87 on $10k0.87%

−1.2%Worst dropSmaller wins−21.2%

2.7%VolatilityLower wins20.1%

4–2BALT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsBALT · CBLS

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	+1.3%	+7.4%	+9.3%	+12.5%	+7.5%	−3.4%	$2.2B
2	ABALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.6%	+4.4%	+6.2%	+7.7%	+6.2%	−1.2%	$3.3B
3	BCBLS	Clough Hedged Equity ETFRead Desk	1.89%	0.87%	+3.3%	+3.2%	+2.0%	+15.0%	+1.8%	−21.2%	$31M
4	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+2.1%	+5.3%	+7.0%	+15.4%	new	−6.8%	$2.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	+1.3%	+7.4%	+9.3%	+12.5%	+7.5%	−3.4%	$2.2B
2	ABALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.6%	+4.4%	+6.2%	+7.7%	+6.2%	−1.2%	$3.3B
3	BCBLS	Clough Hedged Equity ETFRead Desk	1.89%	0.87%	+3.3%	+3.2%	+2.0%	+15.0%	+1.8%	−21.2%	$31M
4	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+2.1%	+5.3%	+7.0%	+15.4%	new	−6.8%	$2.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BALT vs CBLS

BALT

Innovator Defined Wealth Shield

$13,532

CBLS

Clough Hedged Equity

$10,933

MeasureBALTCBLS

Fee0.69%1.89%

Cost on $10k a year$69$189

Yield0.00%0.87%

5 years, per year+6.2%+1.8%

3 years, per year+7.7%+15.0%

Worst drop · 1Y−1.2%−21.2%

Volatility · 1Y2.7%20.1%

4–2measures won
BALT first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: BALT, CBLS, SFLR, BUFD

Today

15.6%most shared, CBLS and SFLR

BALTCBLSSFLRBUFD

BALT—[…][…][…]

CBLS[…]—15.6%0.0%

SFLR[…]15.6%—0.0%

BUFD[…]0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

CBLS$87 − $189 = −$102

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee