PBFR vs BALT

APBFR

BBALT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,449BALT

Lowest cost0.50%PBFR · $50 on $10k

Most income0.25%SFLR · $25 on $10k

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

Held in common[…]PBFR and BALT

PBFR

BALT

PGIM Laddered S&P 500 Buffer 20 ETF · $244MInnovator Defined Wealth Shield ETF · $3.3B

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

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

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

0.01%12-mo yield$1 · $0 on $10k0.00%

−2.8%Worst dropSmaller wins−1.2%

4.9%VolatilityLower wins2.6%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBFR · 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

All Three

5Y3 funds

#
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	APBFR	PGIM Laddered S&P 500 Buffer 20 ETFRead Desk	0.50%	0.01%	0.0%	+5.9%	+7.5%	new	new	−2.8%	$244M
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+0.3%	+3.1%	+3.7%	+14.9%	new	−6.8%	$2.2B

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

All Three

5Y3 funds

#
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	APBFR	PGIM Laddered S&P 500 Buffer 20 ETFRead Desk	0.50%	0.01%	0.0%	+5.9%	+7.5%	new	new	−2.8%	$244M
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+0.3%	+3.1%	+3.7%	+14.9%	new	−6.8%	$2.2B

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

PBFR vs BALT

PBFR

PGIM Laddered S&P 500 Buffer 20

[…]

BALT

Innovator Defined Wealth Shield

$13,449

MeasurePBFRBALT

Fee0.50%0.69%

Cost on $10k a year$50$69

Yield0.01%0.00%

5 years, per year[…]+6.1%

3 years, per year[…]+7.7%

Worst drop · 1Y−2.8%−1.2%

Volatility · 1Y4.9%2.6%

2–1measures won
BALT 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PBFR, BALT, SFLR

Today

0.0%most shared, PBFR and SFLR

PBFRBALTSFLR

PBFR—[…]0.0%

BALT[…]—[…]

SFLR0.0%[…]—

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

Income After Fees on $10,000

−$49most kept, PBFR

PBFR$1 − $50 = −$49

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

KeptFee

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