MART vs BAPR

AMART

BBAPR

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,366BAPR · BALT $13,426

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 BAPR

MART

BAPR

AllianzIM U.S. Equity Buffer10 Mar ETF · $28MInnovator U.S. Equity Buffer ETF · $407M

+16.9%3 years · per year$15,973 · $15,615+16.0%

[…]5 years · per year[…] · $16,366+10.4%

0.74%Expense ratio$74 · $79 on $10k · lower wins0.79%

0.00%12-mo yield$0 · $0 on $10k0.00%

−5.3%Worst dropSmaller wins−2.5%

7.8%VolatilityLower wins6.4%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsMART · BAPR

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 Four

5Y4 funds

#
1	BBAPR	Innovator U.S. Equity Buffer ETFRead Desk	0.79%	0.00%	−2.3%	+12.0%	+14.0%	+16.0%	+10.4%	−2.5%	$407M
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	−1.1%	+3.6%	+5.3%	+7.7%	+6.1%	−1.2%	$3.2B
3	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
4	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 Four

5Y4 funds

#
1	BBAPR	Innovator U.S. Equity Buffer ETFRead Desk	0.79%	0.00%	−2.3%	+12.0%	+14.0%	+16.0%	+10.4%	−2.5%	$407M
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	−1.1%	+3.6%	+5.3%	+7.7%	+6.1%	−1.2%	$3.2B
3	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
4	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 BAPR

MART

AllianzIM U.S. Equity Buffer10 Mar

[…]

BAPR

Innovator U.S. Equity Buffer

$16,366

MeasureMARTBAPR

Fee0.74%0.79%

Cost on $10k a year$74$79

Yield0.00%0.00%

5 years, per year[…]+10.4%

3 years, per year+16.9%+16.0%

Worst drop · 1Y−5.3%−2.5%

Volatility · 1Y7.8%6.4%

2–2measures 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: MART, BAPR, SFLR, BALT

Today

[…]holdings […]

MARTBAPRSFLRBALT

MART—[…][…][…]

BAPR[…]—[…][…]

SFLR[…][…]—[…]

BALT[…][…][…]—

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

BAPR$0 − $79 = −$79

KeptFee

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