DECT vs BALT

ADECT

BBALT

Measures won1–3BALT wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · BALT $13,539

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

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

Held in common[…]DECT and BALT

AllianzIM U.S. Equity Buffer10 Dec ETF · $37MInnovator Defined Wealth Shield ETF · $3.3B

+15.1%3 years · per year$15,246 · $12,479+7.7%

[…]5 years · per year[…] · $13,539+6.2%

0.74%Expense ratio$74 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $0 on $10k0.00%

Cards for this view

DECT

AllianzIM U.S. Equity Buffer10 Dec

[…]

BALT

Innovator Defined Wealth Shield

$13,539

MeasureDECTBALT

Fee0.74%0.69%

Cost on $10k a year$74$69

Yield0.00%0.00%

5 years, per year[…]+6.2%

3 years, per year+15.1%+7.7%

Worst drop · 1Y−6.1%−1.2%

Volatility · 1Y10.0%2.7%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.3%	+4.6%	+6.0%	+7.7%	+6.2%	−1.2%	$3.3B
3	ADECT	AllianzIM U.S. Equity Buffer10 Dec ETFRead Desk	0.74%	0.00%	+1.2%	+9.8%	+11.3%	+15.1%	new	−6.1%	$37M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.3%	+4.6%	+6.0%	+7.7%	+6.2%	−1.2%	$3.3B
3	ADECT	AllianzIM U.S. Equity Buffer10 Dec ETFRead Desk	0.74%	0.00%	+1.2%	+9.8%	+11.3%	+15.1%	new	−6.1%	$37M

Loading…