BAPR vs PSEP

ABAPR

BPSEP

Measures won3–1BAPR wins · of 6 · 5Y

$10,000 · 5Y$16,405BAPR · PSEP $15,347

Lowest cost0.69%BALT · $69 on $10k

Most income0.00%BAPR · $0 on $10k

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

Held in common[…]BAPR and PSEP

BAPR

PSEP

Innovator U.S. Equity Buffer ETF · $408MInnovator U.S. Equity Power Buffer ETF · $1.2B

+15.8%3 years · per year$15,535 · $14,271+12.6%

+10.4%5 years · per year$16,405 · $15,347+8.9%

0.79%Expense ratio$79 · $79 on $10k · lower wins0.79%

0.00%12-mo yield$0 · $0 on $10k0.00%

−2.5%Worst dropSmaller wins−4.1%

6.4%VolatilityLower wins6.2%

3–1BAPR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAPR · PSEP

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

Held in common[…]

End-of-day Nov 6, 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	ABAPR	Innovator U.S. Equity Buffer ETFRead Desk	0.79%	0.00%	+0.3%	+12.3%	+14.1%	+15.8%	+10.4%	−2.5%	$408M
2	BPSEP	Innovator U.S. Equity Power Buffer ETFRead Desk	0.79%	0.00%	+0.2%	+5.2%	+6.6%	+12.6%	+8.9%	−4.1%	$1.2B
3	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ABAPR	Innovator U.S. Equity Buffer ETFRead Desk	0.79%	0.00%	+0.3%	+12.3%	+14.1%	+15.8%	+10.4%	−2.5%	$408M
2	BPSEP	Innovator U.S. Equity Power Buffer ETFRead Desk	0.79%	0.00%	+0.2%	+5.2%	+6.6%	+12.6%	+8.9%	−4.1%	$1.2B
3	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BAPR vs PSEP

BAPR

Innovator U.S. Equity Buffer

$16,405

PSEP

Innovator U.S. Equity Power Buffer

$15,347

MeasureBAPRPSEP

Fee0.79%0.79%

Cost on $10k a year$79$79

Yield0.00%0.00%

5 years, per year+10.4%+8.9%

3 years, per year+15.8%+12.6%

Worst drop · 1Y−2.5%−4.1%

Volatility · 1Y6.4%6.2%

3–1measures won
BAPR first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BAPR, PSEP, BALT

Today

[…]holdings […]

BAPRPSEPBALT

BAPR—[…][…]

PSEP[…]—[…]

BALT[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$69most kept, BALT

BALT$0 − $69 = −$69

BAPR$0 − $79 = −$79

PSEP$0 − $79 = −$79

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee