JULT vs BALT

AJULT

BBALT

Measures won2–3BALT wins · of 6 · 5Y

$10,000 · 5Y$16,782JULT · BALT $13,536

Lowest cost0.69%BALT · $69 on $10k

Most income0.25%SFLR · $25 on $10k

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

Held in common[…]JULT and BALT

JULT

BALT

AllianzIM U.S. Equity Buffer10 Jul ETF · $56MInnovator Defined Wealth Shield ETF · $3.3B

+16.0%3 years · per year$15,599 · $12,505+7.7%

+10.9%5 years · per year$16,782 · $13,536+6.2%

0.74%Expense ratio$74 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $0 on $10k0.00%

−5.2%Worst dropSmaller wins−1.2%

8.0%VolatilityLower wins2.7%

2–3BALT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJULT · 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

All Three

5Y3 funds

#
1	AJULT	AllianzIM U.S. Equity Buffer10 Jul ETFRead Desk	0.74%	0.00%	+1.7%	+8.0%	+10.3%	+16.0%	+10.9%	−5.2%	$56M
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
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+2.1%	+5.3%	+7.0%	+15.4%	new	−6.8%	$2.2B

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

All Three

5Y3 funds

#
1	AJULT	AllianzIM U.S. Equity Buffer10 Jul ETFRead Desk	0.74%	0.00%	+1.7%	+8.0%	+10.3%	+16.0%	+10.9%	−5.2%	$56M
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
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+2.1%	+5.3%	+7.0%	+15.4%	new	−6.8%	$2.2B

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

JULT vs BALT

JULT

AllianzIM U.S. Equity Buffer10 Jul

$16,782

BALT

Innovator Defined Wealth Shield

$13,536

MeasureJULTBALT

Fee0.74%0.69%

Cost on $10k a year$74$69

Yield0.00%0.00%

5 years, per year+10.9%+6.2%

3 years, per year+16.0%+7.7%

Worst drop · 1Y−5.2%−1.2%

Volatility · 1Y8.0%2.7%

3–2measures won
BALT first

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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: JULT, BALT, SFLR

Today

[…]holdings […]

JULTBALTSFLR

JULT—[…][…]

BALT[…]—[…]

SFLR[…][…]—

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

Income After Fees on $10,000

−$64most kept, SFLR

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

JULT$0 − $74 = −$74

KeptFee

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