PSEP vs SFLR

APSEP

BSFLR

Measures won3–2PSEP wins · of 6 · 5Y

$10,000 · 5Y$15,347PSEP · BALT $13,449

Lowest cost0.69%BALT · $69 on $10k

Most income0.25%SFLR · $25 on $10k

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

Held in common64.7%PSEP and SFLR

PSEP

SFLR

Innovator U.S. Equity Power Buffer ETF · $1.2BInnovator Equity Managed Floor ETF · $2.2B

+12.6%3 years · per year$14,271 · $15,180+14.9%

+8.9%5 years · per year$15,347 · […][…]

0.79%Expense ratio$79 · $89 on $10k · lower wins0.89%

0.00%12-mo yield$0 · $25 on $10k0.25%

−4.1%Worst dropSmaller wins−6.8%

6.2%VolatilityLower wins10.7%

3–2PSEP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPSEP · SFLR

7.6%AAPL7.8%

6.7%NVDA6.5%

6.0%MSFT6.0%

3.9%AMZN4.1%

Held in common64.7%

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

All Three

5Y3 funds

#
1	APSEP	Innovator U.S. Equity Power Buffer ETFRead Desk	0.79%	0.00%	+0.2%	+5.2%	+6.6%	+12.6%	+8.9%	−4.1%	$1.2B
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.2B
3	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

All Three

5Y3 funds

#
1	APSEP	Innovator U.S. Equity Power Buffer ETFRead Desk	0.79%	0.00%	+0.2%	+5.2%	+6.6%	+12.6%	+8.9%	−4.1%	$1.2B
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.2B
3	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

PSEP vs SFLR

PSEP

Innovator U.S. Equity Power Buffer

$15,347

SFLR

Innovator Equity Managed Floor

[…]

MeasurePSEPSFLR

Fee0.79%0.89%

Cost on $10k a year$79$89

Yield0.00%0.25%

5 years, per year+8.9%[…]

3 years, per year+12.6%+14.9%

Worst drop · 1Y−4.1%−6.8%

Volatility · 1Y6.2%10.7%

3–2measures won
PSEP first

64.7%

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: PSEP, SFLR, BALT

Today

64.7%most shared, PSEP and SFLR

PSEPSFLRBALT

PSEP—64.7%[…]

SFLR64.7%—[…]

BALT[…][…]—

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

Income After Fees on $10,000

−$64most kept, SFLR

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

PSEP$0 − $79 = −$79

KeptFee

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