SCSE vs BALT

ASCSE

BBALT

Measures won1–0SCSE wins · of 6 · 5Y

$10,000 · 5Y$13,578BALT

Lowest cost0.30%SCSE · $30 on $10k

Most income0.00%SCSE · $0 on $10k

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

Held in common[…]SCSE and BALT

SCSE

BALT

Corgi U.S. Small-Cap 15% Structured Buffer ETF - September Series · $1MInnovator Defined Wealth Shield ETF · $3.2B

[…]3 years · per year[…] · $12,644+8.1%

[…]5 years · per year[…] · $13,578+6.3%

0.30%Expense ratio$30 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $0 on $10k0.00%

[…]Worst dropSmaller wins−1.2%

[…]VolatilityLower wins2.4%

1–0SCSE wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCSE · BALT

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

Held in common[…]

End-of-day Nov 4, 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
1	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.4%	+4.7%	+6.3%	+8.1%	+6.3%	−1.2%	$3.2B
2	ASCSE	Corgi U.S. Small-Cap 15% Structured Buffer ETF - September SeriesRead Desk		0.30%	0.00%	+0.6%	new	new	new	new	[…]	$1M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.4%	+4.7%	+6.3%	+8.1%	+6.3%	−1.2%	$3.2B
2	ASCSE	Corgi U.S. Small-Cap 15% Structured Buffer ETF - September SeriesRead Desk		0.30%	0.00%	+0.6%	new	new	new	new	[…]	$1M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCSE vs BALT

SCSE

Corgi U.S. Small-Cap 15% Structured Buffer ETF - September Series

[…]

BALT

Innovator Defined Wealth Shield

$13,578

MeasureSCSEBALT

Fee0.30%0.69%

Cost on $10k a year$30$69

Yield0.00%0.00%

5 years, per year[…]+6.3%

3 years, per year[…]+8.1%

Worst drop · 1Y[…]−1.2%

Volatility · 1Y[…]2.4%

1–0measures won
SCSE first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCSE, BALT

Today

[…]holdings […]

SCSEBALT

SCSE—[…]

BALT[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$30most kept, SCSE

SCSE$0 − $30 = −$30

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee