FHEQ vs BALT5YFHEQFHEQAvsBBALTBALTFidelity Hedged Equity ETF · $1000MInnovator Defined Wealth Shield ETF · $3.3BReturns · dividends in[…]3 years · per year[…] · $12,462+7.6%[…]5 years · per year[…] · $13,516+6.2%Cost and income0.52%Expense ratio$52 · $69 on $10k · lower wins0.69%0.60%12-mo yield$60 · $0 on $10k0.00%Risk · 1 year
$10,000 in FHEQ, BALT, SFLR5Y$10k startBALT $13.5kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: FHEQ, BALT, SFLRToday61.6%most shared, FHEQ and SFLRFHEQBALTSFLRFHEQ—[…]61.6%BALT[…]—[…]SFLR61.6%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
FHEQ vs BALT5YAFHEQFidelity Hedged Equity[…]vsBALTBInnovator Defined Wealth Shield$13,516MeasureFHEQBALTFee0.52%0.69%Cost on $10k a year$52$69Yield0.60%0.00%5 years, per year[…]+6.2%3 years, per year[…]+7.6%Worst drop · 1Y−7.8%−1.2%Volatility · 1Y10.2%2.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.4%+5.9%+7.6%+6.2%−1.2%$3.3B2AFHEQFidelity Hedged Equity ETFReadDesk0.52%0.60%−0.2%+7.1%+6.0%newnew−7.8%$1000M3SFLRInnovator Equity Managed Floor ETFReadDesk0.89%0.25%−0.5%+5.2%+5.2%+15.0%new−6.8%$2.2BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.4%+5.9%+7.6%+6.2%−1.2%$3.3B2AFHEQFidelity Hedged Equity ETFReadDesk0.52%0.60%−0.2%+7.1%+6.0%newnew−7.8%$1000M3SFLRInnovator Equity Managed Floor ETFReadDesk0.89%0.25%−0.5%+5.2%+5.2%+15.0%new−6.8%$2.2BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: FHEQ, BALT, SFLRToday61.6%most shared, FHEQ and SFLRFHEQBALTSFLRFHEQ—[…]61.6%BALT[…]—[…]SFLR61.6%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$8most kept, FHEQFHEQ$60 − $52 = $8SFLR$25 − $89 = −$64BALT$0 − $69 = −$69KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee