MARZ vs BALT

AMARZ

BBALT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,406MARZ · BALT $13,532

Lowest cost0.69%BALT · $69 on $10k

Most income3.07%MARZ · $307 on $10k

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

Held in common[…]MARZ and BALT

MARZ

BALT

TrueShares Structured Outcome (March) ETF · $33MInnovator Defined Wealth Shield ETF · $3.3B

+15.6%3 years · per year$15,451 · $12,502+7.7%

+9.0%5 years · per year$15,406 · $13,532+6.2%

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

3.07%12-mo yield$307 · $0 on $10k0.00%

−7.5%Worst dropSmaller wins−1.2%

11.0%VolatilityLower wins2.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMARZ · BALT

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AMARZ	TrueShares Structured Outcome (March) ETFRead Desk		0.79%	3.07%	+1.9%	+7.4%	+8.7%	+15.6%	+9.0%	−7.5%	$33M
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.6%	+4.4%	+6.2%	+7.7%	+6.2%	−1.2%	$3.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AMARZ	TrueShares Structured Outcome (March) ETFRead Desk		0.79%	3.07%	+1.9%	+7.4%	+8.7%	+15.6%	+9.0%	−7.5%	$33M
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.6%	+4.4%	+6.2%	+7.7%	+6.2%	−1.2%	$3.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MARZ vs BALT

MARZ

TrueShares Structured Outcome (March)

$15,406

BALT

Innovator Defined Wealth Shield

$13,532

MeasureMARZBALT

Fee0.79%0.69%

Cost on $10k a year$79$69

Yield3.07%0.00%

5 years, per year+9.0%+6.2%

3 years, per year+15.6%+7.7%

Worst drop · 1Y−7.5%−1.2%

Volatility · 1Y11.0%2.7%

3–3measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: MARZ, BALT

Today

[…]holdings […]

MARZBALT

MARZ—[…]

BALT[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$228most kept, MARZ

MARZ$307 − $79 = $228

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee