HEQQ vs BALT

AHEQQ

BBALT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,530BALT

Lowest cost0.50%HEQQ · $50 on $10k

Most income0.17%HEQQ · $17 on $10k

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

Held in common[…]HEQQ and BALT

HEQQ

BALT

JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF · $30MInnovator Defined Wealth Shield ETF · $3.3B

[…]3 years · per year[…] · $12,471+7.6%

[…]5 years · per year[…] · $13,530+6.2%

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

0.17%12-mo yield$17 · $0 on $10k0.00%

−7.7%Worst dropSmaller wins

End-of-day Nov 12, 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%	0.0%	+4.5%	+5.9%	+7.6%	+6.2%	−1.2%	$3.3B
2	AHEQQ	JPMorgan Nasdaq Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.17%	−0.1%	+2.6%	+3.0%	new	new	−7.7%	$30M

End-of-day Nov 12, 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%	0.0%	+4.5%	+5.9%	+7.6%	+6.2%	−1.2%	$3.3B
2	AHEQQ	JPMorgan Nasdaq Hedged Equity Laddered Overlay ETFRead Desk		0.50%	0.17%	−0.1%	+2.6%	+3.0%	new	new	−7.7%	$30M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HEQQ vs BALT

HEQQ

JPMorgan Nasdaq Hedged Equity Laddered Overlay

[…]

BALT

Innovator Defined Wealth Shield

$13,530

MeasureHEQQBALT

Fee0.50%0.69%

Cost on $10k a year$50$69

Yield0.17%0.00%

5 years, per year[…]+6.2%

3 years, per year[…]+7.6%

Worst drop · 1Y−7.7%−1.2%

Volatility · 1Y10.7%2.7%

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HEQQ vs BALT

Both

Both

$10,000 in HEQQ, BALT

Overlap: HEQQ, BALT

HEQQ vs BALT

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Overlap: HEQQ, BALT

Income After Fees on $10,000