BAUG vs SPYM

ABAUG

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · BAUG $17,106

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

Smallest drop−5.7%BAUG · worst fall in 1Y

Held in common[…]BAUG and SPYM

BAUG

SPYM

Innovator U.S. Equity Buffer ETF · $270MState Street SPDR Portfolio S&P 500 ETF · $182B

+19.7%3 years · per year$17,153 · $19,186+24.3%

+11.3%5 years · per year$17,106 · $18,126+12.6%

0.79%Expense ratio$79 · $2 on $10k · lower wins0.02%

0.00%12-mo yield$0 · $101 on $10k1.01%

−5.7%Worst dropSmaller wins−8.9%

7.7%VolatilityLower wins12.8%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAUG · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ABAUG	Innovator U.S. Equity Buffer ETFRead Desk		0.79%	0.00%	+1.1%	+11.0%	+12.2%	+19.7%	+11.3%	−5.7%	$270M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ABAUG	Innovator U.S. Equity Buffer ETFRead Desk		0.79%	0.00%	+1.1%	+11.0%	+12.2%	+19.7%	+11.3%	−5.7%	$270M

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

BAUG vs SPYM

BAUG

Innovator U.S. Equity Buffer

$17,106

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureBAUGSPYM

Fee0.79%0.02%

Cost on $10k a year$79$2

Yield0.00%1.01%

5 years, per year+11.3%+12.6%

3 years, per year+19.7%+24.3%

Worst drop · 1Y−5.7%−8.9%

Volatility · 1Y7.7%12.8%

4–2measures won
SPYM first

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

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

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

Overlap: BAUG, SPYM

Today

[…]holdings […]

BAUGSPYM

BAUG—[…]

SPYM[…]—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

BAUG$0 − $79 = −$79

KeptFee

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