PHEQ vs SFLR

APHEQ

BSFLR

Measures won4–1PHEQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.29%PHEQ · $29 on $10k

Most income0.83%PHEQ · $84 on $10k

Smallest drop−4.3%PHEQ · worst fall in 1Y

Held in common76.8%PHEQ and SFLR

PHEQ

SFLR

Parametric Hedged Equity ETF · $151MInnovator Equity Managed Floor ETF · $2.2B

+14.1%3 years · per year$14,863 · $15,180+14.9%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $89 on $10k · lower wins0.89%

0.83%12-mo yield$84 · $25 on $10k0.25%

−4.3%Worst dropSmaller wins−6.8%

6.7%VolatilityLower wins10.7%

4–1PHEQ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsPHEQ · SFLR

7.9%AAPL7.8%

6.8%NVDA6.5%

6.4%MSFT6.0%

4.2%AMZN4.1%

Held in common76.8%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	APHEQ	Parametric Hedged Equity ETFRead Desk		0.29%	0.83%	0.0%	+7.0%	+8.2%	+14.1%	new	−4.3%	$151M
2	BSFLR	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

Both

5Y2 funds

#			Trend							5Y/yr
1	APHEQ	Parametric Hedged Equity ETFRead Desk		0.29%	0.83%	0.0%	+7.0%	+8.2%	+14.1%	new	−4.3%	$151M
2	BSFLR	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

PHEQ vs SFLR

PHEQ

Parametric Hedged Equity

[…]

SFLR

Innovator Equity Managed Floor

[…]

MeasurePHEQSFLR

Fee0.29%0.89%

Cost on $10k a year$29$89

Yield0.83%0.25%

5 years, per year[…][…]

3 years, per year+14.1%+14.9%

Worst drop · 1Y−4.3%−6.8%

Volatility · 1Y6.7%10.7%

4–1measures won
PHEQ first

76.8%

holdings shared

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: PHEQ, SFLR

Today

76.8%most shared, PHEQ and SFLR

PHEQSFLR

PHEQ—76.8%

SFLR76.8%—

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

Income After Fees on $10,000

$55most kept, PHEQ

PHEQ$84 − $29 = $55

SFLR$25 − $89 = −$64

KeptFee

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