OCTT vs BALT

AOCTT

BBALT

Measures won2–3BALT wins · of 6 · 5Y

$10,000 · 5Y$16,046OCTT · BALT $13,502

Lowest cost0.69%BALT · $69 on $10k

Most income0.00%OCTT · $0 on $10k

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

Held in common[…]OCTT and BALT

AllianzIM U.S. Equity Buffer10 Oct ETF · $124MInnovator Defined Wealth Shield ETF · $3.3B

+14.6%3 years · per year$15,055 · $12,479+7.7%

+9.9%5 years · per year$16,046 · $13,502+6.2%

0.74%Expense ratio$74 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $0 on $10k0.00%

−5.8%

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

5Y2 funds

#			Trend
1	AOCTT	AllianzIM U.S. Equity Buffer10 Oct ETFRead Desk		0.74%	0.00%	−0.3%	+10.3%	+12.4%	+14.6%	+9.9%	−5.8%	$124M
2	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

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

5Y2 funds

#			Trend
1	AOCTT	AllianzIM U.S. Equity Buffer10 Oct ETFRead Desk		0.74%	0.00%	−0.3%	+10.3%	+12.4%	+14.6%	+9.9%	−5.8%	$124M
2	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

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

OCTT

AllianzIM U.S. Equity Buffer10 Oct

$16,046

BALT

Innovator Defined Wealth Shield

$13,502

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