SFEB vs BALT

ASFEB

BBALT

Measures won0–3BALT wins · of 6 · 5Y

$10,000 · 5Y$13,532BALT

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 common[…]SFEB and BALT

SFEB

BALT

FT Vest U.S. Small Cap Moderate Buffer ETF - February · $128MInnovator Defined Wealth Shield ETF · $3.3B

[…]3 years · per year[…] · $12,502+7.7%

[…]5 years · per year[…] · $13,532+6.2%

0.90%Expense ratio$90 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $0 on $10k0.00%

−5.2%Worst dropSmaller wins−1.2%

9.4%VolatilityLower wins2.7%

0–3BALT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSFEB · BALT

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

Held in common[…]

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	BBALT	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	ASFEB	FT Vest U.S. Small Cap Moderate Buffer ETF - FebruaryRead Desk	0.90%	0.00%	+2.0%	+10.9%	+14.2%	new	new	−5.2%	$128M
3	SFLR	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	BBALT	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	ASFEB	FT Vest U.S. Small Cap Moderate Buffer ETF - FebruaryRead Desk	0.90%	0.00%	+2.0%	+10.9%	+14.2%	new	new	−5.2%	$128M
3	SFLR	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

SFEB vs BALT

SFEB

FT Vest U.S. Small Cap Moderate Buffer ETF - February

[…]

BALT

Innovator Defined Wealth Shield

$13,532

MeasureSFEBBALT

Fee0.90%0.69%

Cost on $10k a year$90$69

Yield0.00%0.00%

5 years, per year[…]+6.2%

3 years, per year[…]+7.7%

Worst drop · 1Y−5.2%−1.2%

Volatility · 1Y9.4%2.7%

3–0measures won
BALT first

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%

$120BAssets$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: SFEB, BALT, SFLR

Today

[…]holdings […]

SFEBBALTSFLR

SFEB—[…][…]

BALT[…]—[…]

SFLR[…][…]—

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

BALT$0 − $69 = −$69

SFEB$0 − $90 = −$90

KeptFee

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