BSEP vs BALT5YBSEPBSEPAvsBBALTBALTInnovator U.S. Equity Buffer ETF · $448MInnovator Defined Wealth Shield ETF · $3.3BReturns · dividends in+16.2%3 years · per year$15,704 · $12,479+7.7%+10.3%5 years · per year$16,307 · $13,502+6.2%Cost and income0.79%Expense ratio$79 · $69 on $10k · lower wins0.69%0.00%12-mo yield$0 · $0 on $10k
Overlap: BSEP, BALT, SFLRToday65.7%most shared, BSEP and SFLRBSEPBALTSFLRBSEP—[…]65.7%BALT[…]—[…]SFLR65.7%[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
BSEP vs BALT5YABSEPInnovator U.S. Equity Buffer$16,307vsBALTBInnovator Defined Wealth Shield$13,502$10k$13k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ABSEPInnovator U.S. Equity Buffer ETFReadDesk0.79%0.00%−0.2%+8.7%+10.7%+16.2%+10.3%−5.7%$448M2BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.2%+6.0%+7.7%+6.2%−1.2%$3.3B3SFLRInnovator Equity Managed Floor ETFReadDesk0.89%0.25%−0.4%+4.8%+6.2%+15.0%new−6.8%$2.2BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ABSEPInnovator U.S. Equity Buffer ETFReadDesk0.79%0.00%−0.2%+8.7%+10.7%+16.2%+10.3%−5.7%$448M2BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.2%+6.0%+7.7%+6.2%−1.2%$3.3B3SFLRInnovator Equity Managed Floor ETFReadDesk0.89%0.25%−0.4%+4.8%+6.2%+15.0%new−6.8%$2.2BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: BSEP, BALT, SFLRToday65.7%most shared, BSEP and SFLRBSEPBALTSFLRBSEP—[…]65.7%BALT[…]—[…]SFLR65.7%[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y−$64most kept, SFLRSFLR$25 − $89 = −$64BALT$0 − $69 = −$69BSEP$0 − $79 = −$79KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee