PMMR vs BALT5YPMMRPMMRAvsBBALTBALTPGIM Rock ETF Trust - PGIM S&P 500 Max Buffer ETF - March · $6MInnovator Defined Wealth Shield ETF · $3.3BReturns · dividends in[…]3 years · per year[…] · $12,471+7.6%[…]5 years · per year[…] · $13,530+6.2%Cost and income0.50%Expense ratio$50 · $69 on $10k · lower wins0.69%0.00%12-mo yield$0 · $0 on $10k0.00%Risk · 1 year
$10,000 in PMMR, BALT, SFLR5Y$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: PMMR, BALT, SFLRToday[…]holdings […]PMMRBALTSFLRPMMR—[…][…]BALT[…]—[…]SFLR[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
PMMR vs BALT5YAPMMRPGIM Rock ETF Trust - PGIM S&P 500 Max Buffer ETF - March[…]vsBALTBInnovator Defined Wealth Shield$13,530MeasurePMMRBALTFee0.50%0.69%Cost on $10k a year$50$69Yield0.00%0.00%5 years, per year[…]+6.2%3 years, per year[…]+7.6%Worst drop · 1Y−1.3%−1.2%Volatility · 1Y1.8%2.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%0.0%+4.5%+5.9%+7.6%+6.2%−1.2%$3.3B2APMMRPGIM Rock ETF Trust - PGIM S&P 500 Max Buffer ETF - MarchReadDesk0.50%0.00%0.0%+4.5%+5.5%newnew−1.3%$6M3SFLRInnovator 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▲▼1BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%0.0%+4.5%+5.9%+7.6%+6.2%−1.2%$3.3B2APMMRPGIM Rock ETF Trust - PGIM S&P 500 Max Buffer ETF - MarchReadDesk0.50%0.00%0.0%+4.5%+5.5%newnew−1.3%$6M3SFLRInnovator 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: PMMR, BALT, SFLRToday[…]holdings […]PMMRBALTSFLRPMMR—[…][…]BALT[…]—[…]SFLR[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y−$50most kept, PMMRPMMR$0 − $50 = −$50SFLR$24 − $89 = −$65BALT$0 − $69 = −$69KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee