DECZ vs BALT

ADECZ

BBALT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,197DECZ · BALT $13,578

Lowest cost0.69%BALT · $69 on $10k

Most income3.01%DECZ · $301 on $10k

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

Held in common[…]DECZ and BALT

DECZ

BALT

TrueShares Structured Outcome (December) ETF · $36MInnovator Defined Wealth Shield ETF · $3.3B

+17.1%3 years · per year$16,072 · $12,644+8.1%

+10.1%5 years · per year$16,197 · $13,578+6.3%

0.79%Expense ratio$79 · $69 on $10k · lower wins0.69%

3.01%12-mo yield$301 · $0 on $10k0.00%

−7.5%Worst dropSmaller wins−1.2%

10.7%VolatilityLower wins2.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDECZ · 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	ADECZ	TrueShares Structured Outcome (December) ETFRead Desk		0.79%	3.01%	+1.4%	+9.1%	+9.1%	+17.1%	+10.1%	−7.5%	$36M
2	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

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	ADECZ	TrueShares Structured Outcome (December) ETFRead Desk		0.79%	3.01%	+1.4%	+9.1%	+9.1%	+17.1%	+10.1%	−7.5%	$36M
2	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

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

DECZ vs BALT

DECZ

TrueShares Structured Outcome (December)

$16,197

BALT

Innovator Defined Wealth Shield

$13,578

MeasureDECZBALT

Fee0.79%0.69%

Cost on $10k a year$79$69

Yield3.01%0.00%

5 years, per year+10.1%+6.3%

3 years, per year+17.1%+8.1%

Worst drop · 1Y−7.5%−1.2%

Volatility · 1Y10.7%2.4%

3–3measures won
level

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: DECZ, BALT

Today

[…]holdings […]

DECZBALT

DECZ—[…]

BALT[…]—

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

Income After Fees on $10,000

$222most kept, DECZ

DECZ$301 − $79 = $222

BALT$0 − $69 = −$69

KeptFee

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