KBFR vs BALT

AKBFR

BBALT

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$13,426BALT

Lowest cost0.69%BALT · $69 on $10k

Most income0.47%KBFR · $47 on $10k

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

Held in common[…]KBFR and BALT

KBFR

BALT

Innovator U.S. Small Cap Managed 10 Buffer ETF · $13MInnovator Defined Wealth Shield ETF · $3.2B

[…]3 years · per year[…] · $12,498+7.7%

[…]5 years · per year[…] · $13,426+6.1%

0.79%Expense ratio$79 · $69 on $10k · lower wins0.69%

0.47%12-mo yield$47 · $0 on $10k0.00%

[…]Worst dropSmaller wins−1.2%

[…]VolatilityLower wins2.6%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBFR · BALT

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

Held in common[…]

End-of-day Nov 5, 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	BBALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	−1.1%	+3.6%	+5.3%	+7.7%	+6.1%	−1.2%	$3.2B
2	AKBFR	Innovator U.S. Small Cap Managed 10 Buffer ETFRead Desk	0.79%	0.47%	−2.9%	new	new	new	new	[…]	$13M
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	−3.6%	+2.8%	+3.6%	+15.2%	new	−6.8%	$2.2B

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

All Three

5Y3 funds

#
1	BBALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	−1.1%	+3.6%	+5.3%	+7.7%	+6.1%	−1.2%	$3.2B
2	AKBFR	Innovator U.S. Small Cap Managed 10 Buffer ETFRead Desk	0.79%	0.47%	−2.9%	new	new	new	new	[…]	$13M
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	−3.6%	+2.8%	+3.6%	+15.2%	new	−6.8%	$2.2B

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

Cards for this view

KBFR vs BALT

KBFR

Innovator U.S. Small Cap Managed 10 Buffer

[…]

BALT

Innovator Defined Wealth Shield

$13,426

MeasureKBFRBALT

Fee0.79%0.69%

Cost on $10k a year$79$69

Yield0.47%0.00%

5 years, per year[…]+6.1%

3 years, per year[…]+7.7%

Worst drop · 1Y[…]−1.2%

Volatility · 1Y[…]2.6%

1–1measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: KBFR, BALT, SFLR

Today

0.1%most shared, KBFR and SFLR

KBFRBALTSFLR

KBFR—[…]0.1%

BALT[…]—[…]

SFLR0.1%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$32most kept, KBFR

KBFR$47 − $79 = −$32

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee