SFLR vs BALT

ASFLR

BBALT

Measures won2–3BALT wins · of 6 · 5Y

$10,000 · 5Y$14,420BUFD · BALT $13,514

Lowest cost0.10%BUFD · $10 on $10k

Most income0.25%SFLR · $25 on $10k

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

Held in common[…]SFLR and BALT

SFLR

BALT

Innovator Equity Managed Floor ETF · $2.2BInnovator Defined Wealth Shield ETF · $3.2B

+16.5%3 years · per year$15,826 · $12,621+8.1%

[…]5 years · per year[…] · $13,514+6.2%

0.89%Expense ratio$89 · $69 on $10k · lower wins0.69%

0.25%12-mo yield$25 · $0 on $10k0.00%

−6.8%Worst dropSmaller wins−1.2%

10.0%VolatilityLower wins2.3%

2–3BALT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSFLR · BALT

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

Held in common[…]

End-of-day Nov 3, 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	BUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	+0.2%	+7.4%	+8.9%	+13.6%	+7.6%	−3.4%	$2.2B
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.1%	+4.3%	+5.9%	+8.1%	+6.2%	−1.2%	$3.2B
3	ASFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+0.4%	+5.4%	+5.5%	+16.5%	new	−6.8%	$2.2B

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

All Three

5Y3 funds

#
1	BUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	+0.2%	+7.4%	+8.9%	+13.6%	+7.6%	−3.4%	$2.2B
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.1%	+4.3%	+5.9%	+8.1%	+6.2%	−1.2%	$3.2B
3	ASFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+0.4%	+5.4%	+5.5%	+16.5%	new	−6.8%	$2.2B

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

Cards for this view

SFLR vs BALT

SFLR

Innovator Equity Managed Floor

[…]

BALT

Innovator Defined Wealth Shield

$13,514

MeasureSFLRBALT

Fee0.89%0.69%

Cost on $10k a year$89$69

Yield0.25%0.00%

5 years, per year[…]+6.2%

3 years, per year+16.5%+8.1%

Worst drop · 1Y−6.8%−1.2%

Volatility · 1Y10.0%2.3%

3–2measures won
BALT first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SFLR, BALT, BUFD

Today

0.0%most shared, SFLR and BUFD

SFLRBALTBUFD

SFLR—[…]0.0%

BALT[…]—[…]

BUFD0.0%[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee