BUFP vs BALT

ABUFP

BBALT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,578BALT

Lowest cost0.50%BUFP · $50 on $10k

Most income0.01%BUFP · $1 on $10k

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

Held in common[…]BUFP and BALT

BUFP

BALT

PGIM Laddered S&P 500 Buffer 12 ETF · $341MInnovator Defined Wealth Shield ETF · $3.3B

[…]3 years · per year[…] · $12,644+8.1%

[…]5 years · per year[…] · $13,578+6.3%

0.50%Expense ratio$50 · $69 on $10k · lower wins0.69%

0.01%12-mo yield$1 · $0 on $10k0.00%

−4.4%Worst dropSmaller wins−1.2%

6.6%VolatilityLower wins2.4%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsBUFP · BALT

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	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.4%	+4.7%	+6.3%	+8.1%	+6.3%	−1.2%	$3.3B
2	ABUFP	PGIM Laddered S&P 500 Buffer 12 ETFRead Desk		0.50%	0.01%	+1.1%	+9.9%	+11.6%	new	new	−4.4%	$341M

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	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.4%	+4.7%	+6.3%	+8.1%	+6.3%	−1.2%	$3.3B
2	ABUFP	PGIM Laddered S&P 500 Buffer 12 ETFRead Desk		0.50%	0.01%	+1.1%	+9.9%	+11.6%	new	new	−4.4%	$341M

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

BUFP vs BALT

BUFP

PGIM Laddered S&P 500 Buffer 12

[…]

BALT

Innovator Defined Wealth Shield

$13,578

MeasureBUFPBALT

Fee0.50%0.69%

Cost on $10k a year$50$69

Yield0.01%0.00%

5 years, per year[…]+6.3%

3 years, per year[…]+8.1%

Worst drop · 1Y−4.4%−1.2%

Volatility · 1Y6.6%2.4%

2–1measures won
BALT first

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

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

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

Overlap: BUFP, BALT

Today

[…]holdings […]

BUFPBALT

BUFP—[…]

BALT[…]—

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

Income After Fees on $10,000

−$49most kept, BUFP

BUFP$1 − $50 = −$49

BALT$0 − $69 = −$69

KeptFee

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