BALT vs SFLR

ABALT

BSFLR

Measures won3–2BALT wins · of 6 · 5Y

$10,000 · 5Y$13,514BALT

Lowest cost0.69%BALT · $69 on $10k

Most income0.25%SFLR · $25 on $10k

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

Held in common[…]BALT and SFLR

BALT

SFLR

Innovator Defined Wealth Shield ETF · $3.2BInnovator Equity Managed Floor ETF · $2.2B

+8.1%3 years · per year$12,621 · $15,826+16.5%

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

0.69%Expense ratio$69 · $89 on $10k · lower wins0.89%

0.00%12-mo yield$0 · $25 on $10k0.25%

−1.2%Worst dropSmaller wins−6.8%

2.3%VolatilityLower wins10.0%

3–2BALT wins

$10,000 · 5 yearsOne scale

Shared top holdingsBALT · SFLR

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	BSFLR	Innovator Equity Managed Floor ETFRead Desk		0.89%	0.25%	+0.4%	+5.4%	+5.5%	+16.5%	new	−6.8%	$2.2B

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	BSFLR	Innovator Equity Managed Floor ETFRead Desk		0.89%	0.25%	+0.4%	+5.4%	+5.5%	+16.5%	new	−6.8%	$2.2B

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 SFLR

BALT

Innovator Defined Wealth Shield

$13,514

SFLR

Innovator Equity Managed Floor

[…]

MeasureBALTSFLR

Fee0.69%0.89%

Cost on $10k a year$69$89

Yield0.00%0.25%

5 years, per year+6.2%[…]

3 years, per year+8.1%+16.5%

Worst drop · 1Y−1.2%−6.8%

Volatility · 1Y2.3%10.0%

3–2measures won
BALT 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, SFLR

Today

[…]holdings […]

BALTSFLR

BALT—[…]

SFLR[…]—

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

Income After Fees on $10,000

−$64most kept, SFLR

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

KeptFee

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