SFLR vs SPYM

ASFLR

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

Smallest drop−6.8%SFLR · worst fall in 1Y

Held in common66.4%SFLR and SPYM

SFLR

SPYM

Innovator Equity Managed Floor ETF · $2.2BState Street SPDR Portfolio S&P 500 ETF · $185B

+16.5%3 years · per year$15,826 · $19,092+24.1%

[…]5 years · per year[…] · $17,749+12.2%

0.89%Expense ratio$89 · $2 on $10k · lower wins0.02%

0.25%12-mo yield$25 · $103 on $10k1.03%

−6.8%Worst dropSmaller wins−8.9%

10.0%VolatilityLower wins12.7%

2–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSFLR · SPYM

7.7%AAPL7.7%

7.4%NVDA7.8%

5.6%MSFT5.9%

3.8%AMZN3.6%

Held in common66.4%

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	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 SPYM

SFLR

Innovator Equity Managed Floor

[…]

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureSFLRSPYM

Fee0.89%0.02%

Cost on $10k a year$89$2

Yield0.25%1.03%

5 years, per year[…]+12.2%

3 years, per year+16.5%+24.1%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y10.0%12.7%

3–2measures won
SPYM first

66.4%

holdings shared

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

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

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

Overlap: SFLR, SPYM

Today

66.4%most shared, SFLR and SPYM

SFLRSPYM

SFLR—66.4%

SPYM66.4%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SFLR$25 − $89 = −$64

KeptFee

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