PBMY vs SFLR5YPBMYPBMYAvsBSFLRSFLRPGIM S&P 500 Buffer 20 ETF - May · $41MInnovator Equity Managed Floor ETF · $2.2BReturns · dividends in[…]3 years · per year[…] · $15,299+15.2%[…]5 years · per year[…]Cost and income0.50%Expense ratio$50 · $89 on $10k · lower wins0.89%0.07%12-mo yield$7 · $24 on $10k0.24%Risk · 1 year
$10,000 in PBMY, SFLR, BALT5Y$10k startBALT $13.5kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: PBMY, SFLR, BALTToday[…]holdings […]PBMYSFLRBALTPBMY—[…][…]SFLR[…]—[…]BALT[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
PBMY vs SFLR5YAPBMYPGIM S&P 500 Buffer 20 ETF - May[…]vsSFLRBInnovator Equity Managed Floor[…]MeasurePBMYSFLRFee0.50%0.89%Cost on $10k a year$50$89Yield0.07%0.24%5 years, per year[…][…]3 years, per year[…]+15.2%Worst drop · 1Y−2.1%−6.8%Volatility · 1Y4.6%
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%0.0%+4.5%+5.9%+7.6%+6.2%−1.2%$3.3B2APBMYPGIM S&P 500 Buffer 20 ETF - MayReadDesk0.50%0.07%−0.2%+6.1%+7.4%newnew−2.1%$41M3BSFLRInnovator 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▲▼1BALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%0.0%+4.5%+5.9%+7.6%+6.2%−1.2%$3.3B2APBMYPGIM S&P 500 Buffer 20 ETF - MayReadDesk0.50%0.07%−0.2%+6.1%+7.4%newnew−2.1%$41M3BSFLRInnovator 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: PBMY, SFLR, BALTToday[…]holdings […]PBMYSFLRBALTPBMY—[…][…]SFLR[…]—[…]BALT[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y−$43most kept, PBMYPBMY$7 − $50 = −$43SFLR$24 − $89 = −$65BALT$0 − $69 = −$69KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee