OCT vs BALT

AOCT

BBALT

Measures won1–0OCT wins · of 6 · 5Y

$10,000 · 5Y$13,502BALT

Lowest cost0.50%OCT · $50 on $10k

Most income0.00%OCT · $0 on $10k

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

Held in common[…]OCT and BALT

OCT

BALT

VanEck U.S. Equity Buffer ETF - October · $7MInnovator Defined Wealth Shield ETF · $3.3B

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

[…]5 years · per year[…] · $13,502+6.2%

0.50%Expense ratio$50 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $0 on $10k0.00%

[…]Worst dropSmaller wins−1.2%

[…]

End-of-day Nov 10, 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%	−0.1%	+4.2%	+6.0%	+7.7%	+6.2%	−1.2%	$3.3B
2	AOCT	VanEck U.S. Equity Buffer ETF - OctoberRead Desk		0.50%	0.00%	−0.2%	new	new	new	new	[…]	$7M

End-of-day Nov 10, 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%	−0.1%	+4.2%	+6.0%	+7.7%	+6.2%	−1.2%	$3.3B
2	AOCT	VanEck U.S. Equity Buffer ETF - OctoberRead Desk		0.50%	0.00%	−0.2%	new	new	new	new	[…]	$7M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OCT vs BALT

OCT

VanEck U.S. Equity Buffer ETF - October

[…]

BALT

Innovator Defined Wealth Shield

$13,502

MeasureOCTBALT

Fee0.50%0.69%

Cost on $10k a year$50$69

Yield0.00%0.00%

5 years, per year[…]+6.2%

3 years, per year[…]+7.7%

Worst drop · 1Y[…]−1.2%

Volatility · 1Y[…]2.7%

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OCT vs BALT

Both

Both

$10,000 in OCT, BALT

Overlap: OCT, BALT

OCT vs BALT

SCHD vs VIG

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Overlap: OCT, BALT

Income After Fees on $10,000