JULZ vs BALT5YJULZJULZAvsBBALTBALTTrueshares Structured Outcome (July) ETF · $38MInnovator Defined Wealth Shield ETF · $3.3BReturns · dividends in+15.5%3 years · per year$15,423 · $12,462+7.6%+9.4%5 years · per year$15,635 · $13,516+6.2%Cost and income0.79%Expense ratio$79 · $69 on $10k · lower wins0.69%11.09%12-mo yield$1,109 · $0 on $10k0.00%Risk · 1 year−8.5%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
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AJULZTrueshares Structured Outcome (July) ETFReadDesk0.79%11.09%−0.6%+7.8%+7.6%+15.5%+9.4%−8.5%$38M2BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.4%+5.9%+7.6%+6.2%−1.2%$3.3BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AJULZTrueshares Structured Outcome (July) ETFReadDesk0.79%11.09%−0.6%+7.8%+7.6%+15.5%+9.4%−8.5%$38M2BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.4%+5.9%+7.6%+6.2%−1.2%$3.3BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: JULZ, BALTToday[…]holdings […]JULZBALTJULZ—[…]BALT[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
JULZ vs BALT5YAJULZTrueshares Structured Outcome (July)$15,635vsBALTBInnovator Defined Wealth Shield$13,516$10k$13k$15kNov 2021Nov 2026
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: JULZ, BALTToday[…]holdings […]JULZBALTJULZ—[…]BALT[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,030most kept, JULZJULZ$1,109 − $79 = $1,030BALT$0 − $69 = −$69KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee