BALT vs SIXF

ABALT

BSIXF

Measures won3–0BALT wins · of 6 · 5Y

$10,000 · 5Y$14,149BUFD · BALT $13,426

Lowest cost0.10%BUFD · $10 on $10k

Most income0.00%BALT · $0 on $10k

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

Held in common[…]BALT and SIXF

BALT

SIXF

Innovator Defined Wealth Shield ETF · $3.3BAllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF · $54M

+7.7%3 years · per year$12,498 · […][…]

+6.1%5 years · per year$13,426 · […][…]

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−4.8%

2.6%VolatilityLower wins6.9%

3–0BALT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBALT · SIXF

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

Held in common[…]

End-of-day Nov 5, 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	BUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	−2.3%	+5.9%	+7.5%	+12.6%	+7.2%	−3.4%	$2.2B
2	ABALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	−1.1%	+3.6%	+5.3%	+7.7%	+6.1%	−1.2%	$3.3B
3	BSIXF	AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETFRead Desk	0.74%	0.00%	−2.5%	+8.3%	+10.6%	new	new	−4.8%	$54M

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

All Three

5Y3 funds

#
1	BUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	−2.3%	+5.9%	+7.5%	+12.6%	+7.2%	−3.4%	$2.2B
2	ABALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	−1.1%	+3.6%	+5.3%	+7.7%	+6.1%	−1.2%	$3.3B
3	BSIXF	AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETFRead Desk	0.74%	0.00%	−2.5%	+8.3%	+10.6%	new	new	−4.8%	$54M

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

Cards for this view

BALT vs SIXF

BALT

Innovator Defined Wealth Shield

$13,426

SIXF

AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug

[…]

MeasureBALTSIXF

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%[…]

Worst drop · 1Y−1.2%−4.8%

Volatility · 1Y2.6%6.9%

3–0measures won
BALT first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BALT, SIXF, BUFD

Today

[…]holdings […]

BALTSIXFBUFD

BALT—[…][…]

SIXF[…]—[…]

BUFD[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

SIXF$0 − $74 = −$74

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee