FNOV vs BALT

AFNOV

BBALT

Measures won2–3BALT wins · of 6 · 5Y

$10,000 · 5Y$15,643FNOV · BALT $13,532

Lowest cost0.69%BALT · $69 on $10k

Most income0.00%FNOV · $0 on $10k

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

Held in common[…]FNOV and BALT

FNOV

BALT

FT Vest U.S. Equity Buffer ETF - November · $1.3BInnovator Defined Wealth Shield ETF · $3.3B

+15.6%3 years · per year$15,443 · $12,502+7.7%

+9.4%5 years · per year$15,644 · $13,532+6.2%

0.85%Expense ratio$85 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $0 on $10k0.00%

−5.7%Worst dropSmaller wins−1.2%

8.4%VolatilityLower wins2.7%

2–3BALT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNOV · BALT

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

Held in common[…]

End-of-day Nov 9, 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	AFNOV	FT Vest U.S. Equity Buffer ETF - NovemberRead Desk		0.85%	0.00%	+2.1%	+10.0%	+13.0%	+15.6%	+9.4%	−5.7%	$1.3B
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.6%	+4.4%	+6.2%	+7.7%	+6.2%	−1.2%	$3.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFNOV	FT Vest U.S. Equity Buffer ETF - NovemberRead Desk		0.85%	0.00%	+2.1%	+10.0%	+13.0%	+15.6%	+9.4%	−5.7%	$1.3B
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.6%	+4.4%	+6.2%	+7.7%	+6.2%	−1.2%	$3.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FNOV vs BALT

FNOV

FT Vest U.S. Equity Buffer ETF - November

$15,644

BALT

Innovator Defined Wealth Shield

$13,532

MeasureFNOVBALT

Fee0.85%0.69%

Cost on $10k a year$85$69

Yield0.00%0.00%

5 years, per year+9.4%+6.2%

3 years, per year+15.6%+7.7%

Worst drop · 1Y−5.7%−1.2%

Volatility · 1Y8.4%2.7%

3–2measures won
BALT first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FNOV, BALT

Today

[…]holdings […]

FNOVBALT

FNOV—[…]

BALT[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$69most kept, BALT

BALT$0 − $69 = −$69

FNOV$0 − $85 = −$85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee