BALT vs SIXF

ABALT

BSIXF

Measures won3–0BALT wins · of 6 · 5Y

$10,000 · 5Y$16,674FJAN · BALT $13,532

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 SIXF

BALT

SIXF

Innovator Defined Wealth Shield ETF · $3.3BAllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF · $53M

+7.7%3 years · per year$12,502 · […][…]

+6.2%5 years · per year$13,532 · […][…]

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%

2.7%VolatilityLower wins7.0%

3–0BALT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsBALT · SIXF

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	FJAN	FT Vest U.S. Equity Buffer ETF - JanuaryRead Desk	0.85%	0.00%	+1.7%	+8.9%	+11.8%	+15.4%	+10.8%	−5.9%	$1.5B
2	ABALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.6%	+4.4%	+6.2%	+7.7%	+6.2%	−1.2%	$3.3B
3	BSIXF	AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETFRead Desk	0.74%	0.00%	+1.4%	+9.9%	+12.5%	new	new	−4.8%	$53M
4	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+2.1%	+5.3%	+7.0%	+15.4%	new	−6.8%	$2.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	FJAN	FT Vest U.S. Equity Buffer ETF - JanuaryRead Desk	0.85%	0.00%	+1.7%	+8.9%	+11.8%	+15.4%	+10.8%	−5.9%	$1.5B
2	ABALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.6%	+4.4%	+6.2%	+7.7%	+6.2%	−1.2%	$3.3B
3	BSIXF	AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETFRead Desk	0.74%	0.00%	+1.4%	+9.9%	+12.5%	new	new	−4.8%	$53M
4	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+2.1%	+5.3%	+7.0%	+15.4%	new	−6.8%	$2.2B

End-of-day Nov 9, 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

$13,532

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+6.2%[…]

3 years, per year+7.7%[…]

Worst drop · 1Y−1.2%−4.8%

Volatility · 1Y2.7%7.0%

3–0measures won
BALT first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: BALT, SIXF, SFLR, FJAN

Today

[…]holdings […]

BALTSIXFSFLRFJAN

BALT—[…][…][…]

SIXF[…]—[…][…]

SFLR[…][…]—[…]

FJAN[…][…][…]—

End-of-day Nov 9, 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

SIXF$0 − $74 = −$74

FJAN$0 − $85 = −$85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee