OCTT vs BALT5YOCTTOCTTAvsBBALTBALTAllianzIM U.S. Equity Buffer10 Oct ETF · $119MInnovator Defined Wealth Shield ETF · $3.3BReturns · dividends in+14.6%3 years · per year$15,031 · $12,471+7.6%+9.9%5 years · per year$16,040 · $13,530+6.2%Cost and income0.74%Expense ratio$74 · $69 on $10k · lower wins0.69%0.00%12-mo yield$0 · $0 on $10k
Overlap: OCTT, BALT, SFLRToday[…]holdings […]OCTTBALTSFLROCTT—[…][…]BALT[…]—[…]SFLR[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
OCTT vs BALT5YAOCTTAllianzIM U.S. Equity Buffer10 Oct$16,040vsBALTBInnovator Defined Wealth Shield$13,530$10k$13k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AOCTTAllianzIM U.S. Equity Buffer10 Oct ETFReadDesk0.74%0.00%−0.3%+11.0%+11.9%+14.6%+9.9%−5.8%$119M2BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%0.0%+4.5%+5.9%+7.6%+6.2%−1.2%$3.3B3SFLRInnovator Equity Managed Floor ETFReadDesk0.89%0.24%0.0%+5.8%+5.8%+15.2%new−6.8%$2.2BEnd-of-day Nov 12, 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▲▼1AOCTTAllianzIM U.S. Equity Buffer10 Oct ETFReadDesk0.74%0.00%−0.3%+11.0%+11.9%+14.6%+9.9%−5.8%$119M2BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%0.0%+4.5%+5.9%+7.6%+6.2%−1.2%$3.3B3SFLRInnovator Equity Managed Floor ETFReadDesk0.89%0.24%0.0%+5.8%+5.8%+15.2%new−6.8%$2.2BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: OCTT, BALT, SFLRToday[…]holdings […]OCTTBALTSFLROCTT—[…][…]BALT[…]—[…]SFLR[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y−$65most kept, SFLRSFLR$24 − $89 = −$65BALT$0 − $69 = −$69OCTT$0 − $74 = −$74KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee