PBMR vs SFLR5YPBMRPBMRAvsBSFLRSFLRPGIM S&P 500 Buffer 20 ETF - March · $39MInnovator Equity Managed Floor ETF · $2.2BReturns · dividends in[…]3 years · per year[…] · $15,226+15.0%[…]5 years · per year[…]Cost and income0.50%Expense ratio$50 · $89 on $10k · lower wins0.89%0.00%12-mo yield$0 · $25 on $10k0.25%Risk · 1 year
$10,000 in PBMR, SFLR, BALT5Y$10k startBALT $13.5kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: PBMR, SFLR, BALTToday[…]holdings […]PBMRSFLRBALTPBMR—[…][…]SFLR[…]—[…]BALT[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
PBMR vs SFLR5YAPBMRPGIM S&P 500 Buffer 20 ETF - March[…]vsSFLRBInnovator Equity Managed Floor[…]MeasurePBMRSFLRFee0.50%0.89%Cost on $10k a year$50$89Yield0.00%0.25%5 years, per year[…][…]3 years, per year[…]+15.0%Worst drop · 1Y−3.3%−6.8%Volatility · 1Y4.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.4%+5.9%+7.6%+6.2%−1.2%$3.3B2APBMRPGIM S&P 500 Buffer 20 ETF - MarchReadDesk0.50%0.00%−0.1%+7.8%+9.3%newnew−3.3%$39M3BSFLRInnovator Equity Managed Floor ETFReadDesk0.89%0.25%−0.5%+5.2%+5.2%+15.0%new−6.8%$2.2BEnd-of-day Nov 13, 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▲▼1BALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.4%+5.9%+7.6%+6.2%−1.2%$3.3B2APBMRPGIM S&P 500 Buffer 20 ETF - MarchReadDesk0.50%0.00%−0.1%+7.8%+9.3%newnew−3.3%$39M3BSFLRInnovator Equity Managed Floor ETFReadDesk0.89%0.25%−0.5%+5.2%+5.2%+15.0%new−6.8%$2.2BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: PBMR, SFLR, BALTToday[…]holdings […]PBMRSFLRBALTPBMR—[…][…]SFLR[…]—[…]BALT[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y−$50most kept, PBMRPBMR$0 − $50 = −$50SFLR$25 − $89 = −$64BALT$0 − $69 = −$69KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee