FEBZ vs BALT

AFEBZ

BBALT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,881FEBZ · BALT $13,514

Lowest cost0.69%BALT · $69 on $10k

Most income2.98%FEBZ · $298 on $10k

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

Held in common[…]FEBZ and BALT

FEBZ

BALT

TrueShares Structured Outcome (February) ETF · $32MInnovator Defined Wealth Shield ETF · $3.2B

+16.4%3 years · per year$15,776 · $12,621+8.1%

+9.7%5 years · per year$15,881 · $13,514+6.2%

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

2.98%12-mo yield$298 · $0 on $10k0.00%

−7.2%Worst dropSmaller wins−1.2%

10.0%VolatilityLower wins2.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFEBZ · BALT

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 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	AFEBZ	TrueShares Structured Outcome (February) ETFRead Desk		0.79%	2.98%	+0.3%	+7.5%	+7.0%	+16.4%	+9.7%	−7.2%	$32M
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.1%	+4.3%	+5.9%	+8.1%	+6.2%	−1.2%	$3.2B

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

Both

5Y2 funds

#			Trend
1	AFEBZ	TrueShares Structured Outcome (February) ETFRead Desk		0.79%	2.98%	+0.3%	+7.5%	+7.0%	+16.4%	+9.7%	−7.2%	$32M
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.1%	+4.3%	+5.9%	+8.1%	+6.2%	−1.2%	$3.2B

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

Cards for this view

FEBZ vs BALT

FEBZ

TrueShares Structured Outcome (February)

$15,881

BALT

Innovator Defined Wealth Shield

$13,514

MeasureFEBZBALT

Fee0.79%0.69%

Cost on $10k a year$79$69

Yield2.98%0.00%

5 years, per year+9.7%+6.2%

3 years, per year+16.4%+8.1%

Worst drop · 1Y−7.2%−1.2%

Volatility · 1Y10.0%2.3%

3–3measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FEBZ, BALT

Today

[…]holdings […]

FEBZBALT

FEBZ—[…]

BALT[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$219most kept, FEBZ

FEBZ$298 − $79 = $219

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee