BUFF vs BALT

ABUFF

BBALT

Measures won3–2BUFF wins · of 6 · 5Y

$10,000 · 5Y$15,077BUFF · BALT $13,502

Lowest cost0.10%BUFF · $10 on $10k

Most income0.00%BUFF · $0 on $10k

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

Held in common[…]BUFF and BALT

BUFF

BALT

Innovator Laddered Allocation Power Buffer ETF · $1.1BInnovator Defined Wealth Shield ETF · $3.3B

+12.2%3 years · per year$14,143 · $12,479+7.7%

+8.6%5 years · per year$15,077 · $13,502+6.2%

0.10%Expense ratio$10 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $0 on $10k0.00%

−3.6%Worst dropSmaller wins−1.2%

6.0%VolatilityLower wins2.7%

3–2BUFF wins

$10,000 · 5 yearsOne scale

Shared top holdingsBUFF · BALT

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

Held in common[…]

End-of-day Nov 10, 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	ABUFF	Innovator Laddered Allocation Power Buffer ETFRead Desk		0.10%	0.00%	−0.2%	+7.6%	+9.4%	+12.2%	+8.6%	−3.6%	$1.1B
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	−0.1%	+4.2%	+6.0%	+7.7%	+6.2%	−1.2%	$3.3B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ABUFF	Innovator Laddered Allocation Power Buffer ETFRead Desk		0.10%	0.00%	−0.2%	+7.6%	+9.4%	+12.2%	+8.6%	−3.6%	$1.1B
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	−0.1%	+4.2%	+6.0%	+7.7%	+6.2%	−1.2%	$3.3B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BUFF vs BALT

BUFF

Innovator Laddered Allocation Power Buffer

$15,077

BALT

Innovator Defined Wealth Shield

$13,502

MeasureBUFFBALT

Fee0.10%0.69%

Cost on $10k a year$10$69

Yield0.00%0.00%

5 years, per year+8.6%+6.2%

3 years, per year+12.2%+7.7%

Worst drop · 1Y−3.6%−1.2%

Volatility · 1Y6.0%2.7%

3–2measures won
BUFF first

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

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

Overlap: BUFF, BALT

Today

[…]holdings […]

BUFFBALT

BUFF—[…]

BALT[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$10most kept, BUFF

BUFF$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee