MMAX vs BALT

AMMAX

BBALT

Measures won4–0MMAX wins · of 6 · 5Y

$10,000 · 5Y$13,449BALT

Lowest cost0.53%MMAX · $53 on $10k

Most income1.25%MMAX · $125 on $10k

Smallest drop−0.5%MMAX · worst fall in 1Y

Held in common[…]MMAX and BALT

MMAX

BALT

iShares Large Cap Max Buffer Mar ETF · $74MInnovator Defined Wealth Shield ETF · $3.3B

[…]3 years · per year[…] · $12,479+7.7%

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

0.53%Expense ratio$53 · $69 on $10k · lower wins0.69%

1.25%12-mo yield$125 · $0 on $10k0.00%

−0.5%Worst dropSmaller wins−1.2%

1.5%VolatilityLower wins2.6%

4–0MMAX wins

$10,000 · 5 yearsOne scale

Shared top holdingsMMAX · 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

Both

5Y2 funds

#			Trend
1	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
2	AMMAX	iShares Large Cap Max Buffer Mar ETFRead Desk		0.53%	1.25%	+0.1%	+4.9%	+6.2%	new	new	−0.5%	$74M

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

Both

5Y2 funds

#			Trend
1	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
2	AMMAX	iShares Large Cap Max Buffer Mar ETFRead Desk		0.53%	1.25%	+0.1%	+4.9%	+6.2%	new	new	−0.5%	$74M

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

MMAX vs BALT

MMAX

iShares Large Cap Max Buffer Mar

[…]

BALT

Innovator Defined Wealth Shield

$13,449

MeasureMMAXBALT

Fee0.53%0.69%

Cost on $10k a year$53$69

Yield1.25%0.00%

5 years, per year[…]+6.1%

3 years, per year[…]+7.7%

Worst drop · 1Y−0.5%−1.2%

Volatility · 1Y1.5%2.6%

4–0measures won
MMAX 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MMAX, BALT

Today

[…]holdings […]

MMAXBALT

MMAX—[…]

BALT[…]—

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

Income After Fees on $10,000

$72most kept, MMAX

MMAX$125 − $53 = $72

BALT$0 − $69 = −$69

KeptFee

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