MART vs BALT

AMART

BBALT

Measures won1–3BALT wins · of 6 · 5Y

$10,000 · 5Y$13,426BALT

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[…]MART and BALT

MART

BALT

AllianzIM U.S. Equity Buffer10 Mar ETF · $28MInnovator Defined Wealth Shield ETF · $3.2B

+16.9%3 years · per year$15,973 · $12,498+7.7%

[…]5 years · per year[…] · $13,426+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 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	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk	0.74%	0.00%	−2.7%	+8.9%	+11.2%	+16.9%	new	−5.3%	$28M
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	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk	0.74%	0.00%	−2.7%	+8.9%	+11.2%	+16.9%	new	−5.3%	$28M
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

MART vs BALT

MART

AllianzIM U.S. Equity Buffer10 Mar

[…]

BALT

Innovator Defined Wealth Shield

$13,426

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+16.9%+7.7%

Worst drop · 1Y−5.3%−1.2%

Volatility · 1Y7.8%2.6%

3–1measures won
BALT first

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: MART, BALT, SFLR

Today

[…]holdings […]

MARTBALTSFLR

MART—[…][…]

BALT[…]—[…]

SFLR[…][…]—

End-of-day Nov 5, 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

MART$0 − $74 = −$74

KeptFee

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