MART vs BALT

AMART

BBALT

Measures won1–3BALT wins · of 6 · 5Y

$10,000 · 5Y$14,188BUFD · BALT $13,449

Lowest cost0.10%BUFD · $10 on $10k

Most income0.00%MART · $0 on $10k

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

Held in common[…]MART and BALT

MART

BALT

AllianzIM U.S. Equity Buffer10 Mar ETF · $28MInnovator Defined Wealth Shield ETF · $3.3B

+16.6%3 years · per year$15,864 · $12,479+7.7%

[…]5 years · per year[…] · $13,449+6.1%

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

0.00%12-mo yield$0 · $0 on $10k0.00%

−5.3%Worst dropSmaller wins−1.2%

7.8%VolatilityLower wins2.6%

1–3BALT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMART · BALT

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

Held in common[…]

End-of-day Nov 6, 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	BUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	+0.1%	+6.1%	+7.6%	+12.4%	+7.2%	−3.4%	$2.2B
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.3B
3	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk	0.74%	0.00%	+0.1%	+9.0%	+11.1%	+16.6%	new	−5.3%	$28M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	+0.1%	+6.1%	+7.6%	+12.4%	+7.2%	−3.4%	$2.2B
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.3B
3	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk	0.74%	0.00%	+0.1%	+9.0%	+11.1%	+16.6%	new	−5.3%	$28M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MART vs BALT

MART

AllianzIM U.S. Equity Buffer10 Mar

[…]

BALT

Innovator Defined Wealth Shield

$13,449

MeasureMARTBALT

Fee0.74%0.69%

Cost on $10k a year$74$69

Yield0.00%0.00%

5 years, per year[…]+6.1%

3 years, per year+16.6%+7.7%

Worst drop · 1Y−5.3%−1.2%

Volatility · 1Y7.8%2.6%

3–1measures won
BALT first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MART, BALT, BUFD

Today

[…]holdings […]

MARTBALTBUFD

MART—[…][…]

BALT[…]—[…]

BUFD[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

MART$0 − $74 = −$74

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee