PHEQ vs BALT

APHEQ

BBALT

Measures won3–2PHEQ wins · of 6 · 5Y

$10,000 · 5Y$13,530BALT

Lowest cost0.29%PHEQ · $29 on $10k

Most income0.82%PHEQ · $82 on $10k

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

Held in common[…]PHEQ and BALT

PHEQ

BALT

Parametric Hedged Equity ETF · $149MInnovator Defined Wealth Shield ETF · $3.3B

+13.9%3 years · per year$14,787 · $12,471+7.6%

[…]5 years · per year[…] · $13,530+6.2%

0.29%Expense ratio$29 · $69 on $10k · lower wins0.69%

0.82%12-mo yield$82 · $0 on $10k0.00%

−4.3%

End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	0.0%	+4.5%	+5.9%	+7.6%	+6.2%	−1.2%	$3.3B
2	APHEQ	Parametric Hedged Equity ETFRead Desk		0.29%	0.82%	−0.1%	+8.9%	+9.6%	+13.9%	new	−4.3%	$149M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	0.0%	+4.5%	+5.9%	+7.6%	+6.2%	−1.2%	$3.3B
2	APHEQ	Parametric Hedged Equity ETFRead Desk		0.29%	0.82%	−0.1%	+8.9%	+9.6%	+13.9%	new	−4.3%	$149M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PHEQ vs BALT

PHEQ

Parametric Hedged Equity

[…]

BALT

Innovator Defined Wealth Shield

$13,530

MeasurePHEQBALT

Fee0.29%0.69%

Cost on $10k a year$29$69

Yield0.82%0.00%

5 years, per year[…]+6.2%

3 years, per year+13.9%+7.6%

Worst drop · 1Y−4.3%−1.2%

Volatility · 1Y6.8%

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PHEQ vs BALT

Both

Both

$10,000 in PHEQ, BALT

Overlap: PHEQ, BALT

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Income After Fees on $10,000