CBLS vs BALT

ACBLS

BBALT

Measures won2–4BALT wins · of 6 · 5Y

$10,000 · 5Y$14,149BUFD · BALT $13,426

Lowest cost0.10%BUFD · $10 on $10k

Most income0.90%CBLS · $90 on $10k

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

Held in common[…]CBLS and BALT

CBLS

BALT

Clough Hedged Equity ETF · $34MInnovator Defined Wealth Shield ETF · $3.2B

+14.4%3 years · per year$14,970 · $12,498+7.7%

+1.5%5 years · per year$10,753 · $13,426+6.1%

1.89%Expense ratio$189 · $69 on $10k · lower wins0.69%

0.90%12-mo yield$90 · $0 on $10k0.00%

−19.6%Worst dropSmaller wins−1.2%

19.5%VolatilityLower wins2.6%

2–4BALT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCBLS · 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

All Three

5Y3 funds

#
1	BUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	−2.3%	+5.9%	+7.5%	+12.6%	+7.2%	−3.4%	$2.2B
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
3	ACBLS	Clough Hedged Equity ETFRead Desk	1.89%	0.90%	−2.0%	+0.2%	−0.8%	+14.4%	+1.5%	−19.6%	$34M

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

All Three

5Y3 funds

#
1	BUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	−2.3%	+5.9%	+7.5%	+12.6%	+7.2%	−3.4%	$2.2B
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
3	ACBLS	Clough Hedged Equity ETFRead Desk	1.89%	0.90%	−2.0%	+0.2%	−0.8%	+14.4%	+1.5%	−19.6%	$34M

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

CBLS vs BALT

CBLS

Clough Hedged Equity

$10,753

BALT

Innovator Defined Wealth Shield

$13,426

MeasureCBLSBALT

Fee1.89%0.69%

Cost on $10k a year$189$69

Yield0.90%0.00%

5 years, per year+1.5%+6.1%

3 years, per year+14.4%+7.7%

Worst drop · 1Y−19.6%−1.2%

Volatility · 1Y19.5%2.6%

4–2measures 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: CBLS, BALT, BUFD

Today

0.0%most shared, CBLS and BUFD

CBLSBALTBUFD

CBLS—[…]0.0%

BALT[…]—[…]

BUFD0.0%[…]—

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

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

CBLS$90 − $189 = −$99

KeptFee

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