BOCT vs BALT

ABOCT

BBALT

Measures won2–3BALT wins · of 6 · 5Y

$10,000 · 5Y$15,823BOCT · BALT $13,426

Lowest cost0.69%BALT · $69 on $10k

Most income0.00%BOCT · $0 on $10k

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

Held in common[…]BOCT and BALT

BOCT

BALT

Innovator U.S. Equity Buffer ETF · $348MInnovator Defined Wealth Shield ETF · $3.2B

+15.3%3 years · per year$15,339 · $12,498+7.7%

+9.6%5 years · per year$15,823 · $13,426+6.1%

0.79%Expense ratio$79 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $0 on $10k0.00%

−6.1%Worst dropSmaller wins−1.2%

9.0%VolatilityLower wins2.6%

2–3BALT wins

$10,000 · 5 yearsOne scale

Shared top holdingsBOCT · BALT

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

Both

5Y2 funds

#			Trend
1	ABOCT	Innovator U.S. Equity Buffer ETFRead Desk		0.79%	0.00%	−3.2%	+8.5%	+10.3%	+15.3%	+9.6%	−6.1%	$348M
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	−1.1%	+3.6%	+5.3%	+7.7%	+6.1%	−1.2%	$3.2B

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

Both

5Y2 funds

#			Trend
1	ABOCT	Innovator U.S. Equity Buffer ETFRead Desk		0.79%	0.00%	−3.2%	+8.5%	+10.3%	+15.3%	+9.6%	−6.1%	$348M
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	−1.1%	+3.6%	+5.3%	+7.7%	+6.1%	−1.2%	$3.2B

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

BOCT vs BALT

BOCT

Innovator U.S. Equity Buffer

$15,823

BALT

Innovator Defined Wealth Shield

$13,426

MeasureBOCTBALT

Fee0.79%0.69%

Cost on $10k a year$79$69

Yield0.00%0.00%

5 years, per year+9.6%+6.1%

3 years, per year+15.3%+7.7%

Worst drop · 1Y−6.1%−1.2%

Volatility · 1Y9.0%2.6%

3–2measures 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BOCT, BALT

Today

[…]holdings […]

BOCTBALT

BOCT—[…]

BALT[…]—

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

Income After Fees on $10,000

−$69most kept, BALT

BALT$0 − $69 = −$69

BOCT$0 − $79 = −$79

KeptFee

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