OCT vs BALT5YOCTOCTAvsBBALTBALTVanEck U.S. Equity Buffer ETF - October · $7MInnovator Defined Wealth Shield ETF · $3.3BReturns · dividends in[…]3 years · per year[…] · $12,479+7.7%[…]5 years · per year[…] · $13,502+6.2%Cost and income0.50%Expense ratio$50 · $69 on $10k · lower wins0.69%0.00%12-mo yield$0 · $0 on $10k0.00%Risk · 1 year[…]
$10,000 in OCT, BALT, SFLR5Y$10k startBALT $13.5kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: OCT, BALT, SFLRToday[…]holdings […]OCTBALTSFLROCT—[…][…]BALT[…]—[…]SFLR[…][…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
OCT vs BALT5YAOCTVanEck U.S. Equity Buffer ETF - October[…]vsBALTBInnovator Defined Wealth Shield$13,502MeasureOCTBALTFee0.50%0.69%Cost on $10k a year$50$69Yield0.00%0.00%5 years, per year[…]+6.2%3 years, per year[…]+7.7%Worst drop · 1Y[…]−1.2%Volatility · 1Y[…]2.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.2%+6.0%+7.7%+6.2%−1.2%$3.3B2AOCTVanEck U.S. Equity Buffer ETF - OctoberReadDesk0.50%0.00%−0.2%newnewnewnew[…]$7M3SFLRInnovator Equity Managed Floor ETFReadDesk0.89%0.25%−0.4%+4.8%+6.2%+15.0%new−6.8%$2.2BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.2%+6.0%+7.7%+6.2%−1.2%$3.3B2AOCTVanEck U.S. Equity Buffer ETF - OctoberReadDesk0.50%0.00%−0.2%newnewnewnew[…]$7M3SFLRInnovator Equity Managed Floor ETFReadDesk0.89%0.25%−0.4%+4.8%+6.2%+15.0%new−6.8%$2.2BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: OCT, BALT, SFLRToday[…]holdings […]OCTBALTSFLROCT—[…][…]BALT[…]—[…]SFLR[…][…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y−$50most kept, OCTOCT$0 − $50 = −$50SFLR$25 − $89 = −$64BALT$0 − $69 = −$69KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee