BALT vs HELO

ABALT

BHELO

Measures won2–3HELO wins · of 6 · 5Y

$10,000 · 5Y$13,514BALT

Lowest cost0.50%HELO · $50 on $10k

Most income0.57%HELO · $57 on $10k

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

Held in common[…]BALT and HELO

BALT

HELO

Innovator Defined Wealth Shield ETF · $3.2BJPMorgan Hedged Equity Laddered Overlay ETF · $4.8B

+8.1%3 years · per year$12,621 · $14,415+13.0%

+6.2%5 years · per year$13,514 · […][…]

0.69%Expense ratio$69 · $50 on $10k · lower wins0.50%

0.00%12-mo yield$0 · $57 on $10k0.57%

−1.2%Worst dropSmaller wins−5.8%

2.3%VolatilityLower wins7.2%

2–3HELO wins

$10,000 · 5 yearsOne scale

Shared top holdingsBALT · HELO

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	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
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.57%	+0.3%	+4.2%	+5.7%	+13.0%	new	−5.8%	$4.8B

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	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
2	BHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.57%	+0.3%	+4.2%	+5.7%	+13.0%	new	−5.8%	$4.8B

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 HELO

BALT

Innovator Defined Wealth Shield

$13,514

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

MeasureBALTHELO

Fee0.69%0.50%

Cost on $10k a year$69$50

Yield0.00%0.57%

5 years, per year+6.2%[…]

3 years, per year+8.1%+13.0%

Worst drop · 1Y−1.2%−5.8%

Volatility · 1Y2.3%7.2%

3–2measures won
HELO first

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, HELO

Today

[…]holdings […]

BALTHELO

BALT—[…]

HELO[…]—

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

Income After Fees on $10,000

$7most kept, HELO

HELO$57 − $50 = $7

BALT$0 − $69 = −$69

KeptFee

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