CBLS vs SIXH

ACBLS

BSIXH

Measures won1–5SIXH wins · of 6 · 5Y

$10,000 · 5Y$16,210SIXH · BALT $13,426

Lowest cost0.31%SIXH · $31 on $10k

Most income1.79%SIXH · $179 on $10k

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

Held in common3.4%CBLS and SIXH

CBLS

SIXH

Clough Hedged Equity ETF · $48METC 6 Meridian Hedged Equity Index Option ETF · $635M

+14.4%3 years · per year$14,970 · $14,764+13.9%

+1.5%5 years · per year$10,753 · $16,210+10.1%

1.89%Expense ratio$189 · $31 on $10k · lower wins0.31%

0.90%12-mo yield$90 · $179 on $10k1.79%

−19.6%Worst dropSmaller wins−3.5%

19.5%VolatilityLower wins8.6%

1–5SIXH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCBLS · SIXH

2.1%PM3.9%

2.1%LLY1.3%

-1.2%VZ3.9%

-1.2%TMUS2.6%

Held in common3.4%

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 Four

5Y4 funds

#
1	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk	0.31%	1.79%	−3.1%	+14.7%	+19.6%	+13.9%	+10.1%	−3.5%	$635M
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	−1.1%	+3.6%	+5.3%	+7.7%	+6.1%	−1.2%	$3.3B
3	ACBLS	Clough Hedged Equity ETFRead Desk	1.89%	0.90%	−2.0%	+0.2%	−0.8%	+14.4%	+1.5%	−19.6%	$48M
4	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	−3.6%	+2.8%	+3.6%	+15.2%	new	−6.8%	$2.2B

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

All Four

5Y4 funds

#
1	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk	0.31%	1.79%	−3.1%	+14.7%	+19.6%	+13.9%	+10.1%	−3.5%	$635M
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	−1.1%	+3.6%	+5.3%	+7.7%	+6.1%	−1.2%	$3.3B
3	ACBLS	Clough Hedged Equity ETFRead Desk	1.89%	0.90%	−2.0%	+0.2%	−0.8%	+14.4%	+1.5%	−19.6%	$48M
4	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	−3.6%	+2.8%	+3.6%	+15.2%	new	−6.8%	$2.2B

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

CBLS vs SIXH

CBLS

Clough Hedged Equity

$10,753

SIXH

ETC 6 Meridian Hedged Equity Index Option

$16,210

MeasureCBLSSIXH

Fee1.89%0.31%

Cost on $10k a year$189$31

Yield0.90%1.79%

5 years, per year+1.5%+10.1%

3 years, per year+14.4%+13.9%

Worst drop · 1Y−19.6%−3.5%

Volatility · 1Y19.5%8.6%

5–1measures won
SIXH first

3.4%

holdings shared

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CBLS, SIXH, BALT, SFLR

Today

23.1%most shared, SIXH and SFLR

CBLSSIXHBALTSFLR

CBLS—3.4%[…]10.7%

SIXH3.4%—[…]23.1%

BALT[…][…]—[…]

SFLR10.7%23.1%[…]—

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

Income After Fees on $10,000

$148most kept, SIXH

SIXH$179 − $31 = $148

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

CBLS$90 − $189 = −$99

KeptFee

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