BALT vs SCHD

ABALT

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · BALT $13,578

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common[…]BALT and SCHD

BALT

SCHD

Innovator Defined Wealth Shield ETF · $3.3BSchwab U.S. Dividend Equity ETF · $123B

+8.1%3 years · per year$12,644 · $17,908+21.4%

+6.3%5 years · per year$13,578 · $16,881+11.0%

0.69%Expense ratio$69 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $291 on $10k2.91%

−1.2%Worst dropSmaller wins−6.9%

2.4%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBALT · SCHD

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

Held in common[…]

End-of-day Nov 4, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ABALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.4%	+4.7%	+6.3%	+8.1%	+6.3%	−1.2%	$3.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ABALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.4%	+4.7%	+6.3%	+8.1%	+6.3%	−1.2%	$3.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BALT vs SCHD

BALT

Innovator Defined Wealth Shield

$13,578

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureBALTSCHD

Fee0.69%0.06%

Cost on $10k a year$69$6

Yield0.00%2.91%

5 years, per year+6.3%+11.0%

3 years, per year+8.1%+21.4%

Worst drop · 1Y−1.2%−6.9%

Volatility · 1Y2.4%11.5%

4–2measures won
SCHD first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: BALT, SCHD

Today

[…]holdings […]

BALTSCHD

BALT—[…]

SCHD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee