RECM vs SFLR

ARECM

BSFLR

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$13,532BALT

Lowest cost0.69%RECM · $69 on $10k

Most income0.25%SFLR · $25 on $10k

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

Held in common29.8%RECM and SFLR

RECM

SFLR

Columbia RECS Laddered Moderate Buffer ETF · $5MInnovator Equity Managed Floor ETF · $2.2B

[…]3 years · per year[…] · $15,375+15.4%

[…]5 years · per year[…]

0.69%Expense ratio$69 · $89 on $10k · lower wins0.89%

0.00%12-mo yield$0 · $25 on $10k0.25%

[…]Worst dropSmaller wins−6.8%

[…]VolatilityLower wins10.8%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECM · SFLR

12.2%AAPL7.8%

10.1%NVDA6.7%

4.0%META2.1%

1.6%MU1.4%

Held in common29.8%

End-of-day Nov 9, 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	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.6%	+4.4%	+6.2%	+7.7%	+6.2%	−1.2%	$3.3B
2	ARECM	Columbia RECS Laddered Moderate Buffer ETFRead Desk	0.69%	0.00%	+1.2%	new	new	new	new	[…]	$5M
3	BSFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+2.1%	+5.3%	+7.0%	+15.4%	new	−6.8%	$2.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.6%	+4.4%	+6.2%	+7.7%	+6.2%	−1.2%	$3.3B
2	ARECM	Columbia RECS Laddered Moderate Buffer ETFRead Desk	0.69%	0.00%	+1.2%	new	new	new	new	[…]	$5M
3	BSFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+2.1%	+5.3%	+7.0%	+15.4%	new	−6.8%	$2.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RECM vs SFLR

RECM

Columbia RECS Laddered Moderate Buffer

[…]

SFLR

Innovator Equity Managed Floor

[…]

MeasureRECMSFLR

Fee0.69%0.89%

Cost on $10k a year$69$89

Yield0.00%0.25%

5 years, per year[…][…]

3 years, per year[…]+15.4%

Worst drop · 1Y[…]−6.8%

Volatility · 1Y[…]10.8%

1–1measures won
level

29.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: RECM, SFLR, BALT

Today

29.8%most shared, RECM and SFLR

RECMSFLRBALT

RECM—29.8%[…]

SFLR29.8%—[…]

BALT[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$64most kept, SFLR

SFLR$25 − $89 = −$64

RECM$0 − $69 = −$69

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee