BALT vs DECT

ABALT

BDECT

Measures won3–1BALT wins · of 6 · 5Y

$10,000 · 5Y$13,449BALT

Lowest cost0.50%HELO · $50 on $10k

Most income0.58%HELO · $58 on $10k

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

Held in common[…]BALT and DECT

BALT

DECT

Innovator Defined Wealth Shield ETF · $3.3BAllianzIM U.S. Equity Buffer10 Dec ETF · $36M

+7.7%3 years · per year$12,479 · $15,198+15.0%

+6.1%5 years · per year$13,449 · […][…]

0.69%Expense ratio$69 · $74 on $10k · lower wins0.74%

0.00%12-mo yield$0 · $0 on $10k0.00%

−1.2%Worst dropSmaller wins−6.1%

2.6%VolatilityLower wins9.8%

3–1BALT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBALT · DECT

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

All Three

5Y3 funds

#
1	ABALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.3B
2	BDECT	AllianzIM U.S. Equity Buffer10 Dec ETFRead Desk	0.74%	0.00%	+0.3%	+6.7%	+8.8%	+15.0%	new	−6.1%	$36M
3	HELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.58%	+0.2%	+2.7%	+4.3%	+11.7%	new	−5.8%	$4.8B

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

All Three

5Y3 funds

#
1	ABALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.3B
2	BDECT	AllianzIM U.S. Equity Buffer10 Dec ETFRead Desk	0.74%	0.00%	+0.3%	+6.7%	+8.8%	+15.0%	new	−6.1%	$36M
3	HELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.58%	+0.2%	+2.7%	+4.3%	+11.7%	new	−5.8%	$4.8B

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 DECT

BALT

Innovator Defined Wealth Shield

$13,449

DECT

AllianzIM U.S. Equity Buffer10 Dec

[…]

MeasureBALTDECT

Fee0.69%0.74%

Cost on $10k a year$69$74

Yield0.00%0.00%

5 years, per year+6.1%[…]

3 years, per year+7.7%+15.0%

Worst drop · 1Y−1.2%−6.1%

Volatility · 1Y2.6%9.8%

3–1measures 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BALT, DECT, HELO

Today

[…]holdings […]

BALTDECTHELO

BALT—[…][…]

DECT[…]—[…]

HELO[…][…]—

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

Income After Fees on $10,000

$8most kept, HELO

HELO$58 − $50 = $8

BALT$0 − $69 = −$69

DECT$0 − $74 = −$74

KeptFee

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