HELO vs BALT

AHELO

BBALT

Measures won3–2HELO wins · of 6 · 5Y

$10,000 · 5Y$13,516BALT

Lowest cost0.50%HELO · $50 on $10k

Most income0.57%HELO · $57 on $10k

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

Held in common[…]HELO and BALT

HELO

BALT

JPMorgan Hedged Equity Laddered Overlay ETF · $4.9BInnovator Defined Wealth Shield ETF · $3.3B

+11.2%3 years · per year$13,743 · $12,462+7.6%

[…]5 years · per year[…] · $13,516+6.2%

0.50%Expense ratio$50 · $69 on $10k · lower wins0.69%

0.57%12-mo yield$57 · $0 on $10k0.00%

−5.8%

End-of-day Nov 13, 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	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	−0.1%	+4.4%	+5.9%	+7.6%	+6.2%	−1.2%	$3.3B
2	AHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.57%	−0.4%	+3.9%	+5.0%	+11.2%	new	−5.8%	$4.9B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	−0.1%	+4.4%	+5.9%	+7.6%	+6.2%	−1.2%	$3.3B
2	AHELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.57%	−0.4%	+3.9%	+5.0%	+11.2%	new	−5.8%	$4.9B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HELO vs BALT

HELO

JPMorgan Hedged Equity Laddered Overlay

[…]

BALT

Innovator Defined Wealth Shield

$13,516

MeasureHELOBALT

Fee0.50%0.69%

Cost on $10k a year$50$69

Yield0.57%0.00%

5 years, per year[…]+6.2%

3 years, per year+11.2%+7.6%

Worst drop · 1Y−5.8%−1.2%

Volatility · 1Y7.8%

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HELO vs BALT

Both

Both

$10,000 in HELO, BALT

Overlap: HELO, BALT

HELO vs BALT

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: HELO, BALT

Income After Fees on $10,000