PSEP vs BAPR

APSEP

BBAPR

Measures won1–3BAPR wins · of 6 · 5Y

$10,000 · 5Y$16,366BAPR · PSEP $15,297

Lowest cost0.69%BALT · $69 on $10k

Most income0.00%PSEP · $0 on $10k

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

Held in common[…]PSEP and BAPR

PSEP

BAPR

Innovator U.S. Equity Power Buffer ETF · $1.2BInnovator U.S. Equity Buffer ETF · $417M

+12.7%3 years · per year$14,309 · $15,615+16.0%

+8.9%5 years · per year$15,297 · $16,366+10.4%

0.79%Expense ratio$79 · $79 on $10k · lower wins0.79%

0.00%12-mo yield$0 · $0 on $10k0.00%

−4.1%Worst dropSmaller wins−2.5%

6.2%VolatilityLower wins6.4%

1–3BAPR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPSEP · BAPR

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

All Three

5Y3 funds

#
1	BBAPR	Innovator U.S. Equity Buffer ETFRead Desk	0.79%	0.00%	−2.3%	+12.0%	+14.0%	+16.0%	+10.4%	−2.5%	$417M
2	APSEP	Innovator U.S. Equity Power Buffer ETFRead Desk	0.79%	0.00%	−2.5%	+5.0%	+6.5%	+12.7%	+8.9%	−4.1%	$1.2B
3	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	−1.1%	+3.6%	+5.3%	+7.7%	+6.1%	−1.2%	$3.3B

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

All Three

5Y3 funds

#
1	BBAPR	Innovator U.S. Equity Buffer ETFRead Desk	0.79%	0.00%	−2.3%	+12.0%	+14.0%	+16.0%	+10.4%	−2.5%	$417M
2	APSEP	Innovator U.S. Equity Power Buffer ETFRead Desk	0.79%	0.00%	−2.5%	+5.0%	+6.5%	+12.7%	+8.9%	−4.1%	$1.2B
3	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	−1.1%	+3.6%	+5.3%	+7.7%	+6.1%	−1.2%	$3.3B

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

Cards for this view

PSEP vs BAPR

PSEP

Innovator U.S. Equity Power Buffer

$15,297

BAPR

Innovator U.S. Equity Buffer

$16,366

MeasurePSEPBAPR

Fee0.79%0.79%

Cost on $10k a year$79$79

Yield0.00%0.00%

5 years, per year+8.9%+10.4%

3 years, per year+12.7%+16.0%

Worst drop · 1Y−4.1%−2.5%

Volatility · 1Y6.2%6.4%

3–1measures won
BAPR first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PSEP, BAPR, BALT

Today

[…]holdings […]

PSEPBAPRBALT

PSEP—[…][…]

BAPR[…]—[…]

BALT[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$69most kept, BALT

BALT$0 − $69 = −$69

PSEP$0 − $79 = −$79

BAPR$0 − $79 = −$79

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee