SHDG vs BALT

ASHDG

BBALT

Measures won2–3BALT wins · of 6 · 5Y

$10,000 · 5Y$13,426BALT

Lowest cost0.69%BALT · $69 on $10k

Most income0.49%SHDG · $49 on $10k

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

Held in common[…]SHDG and BALT

SHDG

BALT

Soundwatch Hedged Equity ETF · $157MInnovator Defined Wealth Shield ETF · $3.3B

+13.6%3 years · per year$14,653 · $12,498+7.7%

[…]5 years · per year[…] · $13,426+6.1%

1.01%Expense ratio$101 · $69 on $10k · lower wins0.69%

0.49%12-mo yield$49 · $0 on $10k0.00%

−6.6%Worst dropSmaller wins−1.2%

9.0%VolatilityLower wins2.6%

2–3BALT wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHDG · BALT

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

Held in common[…]

End-of-day Nov 5, 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%	−1.1%	+3.6%	+5.3%	+7.7%	+6.1%	−1.2%	$3.3B
2	ASHDG	Soundwatch Hedged Equity ETFRead Desk		1.01%	0.49%	−3.1%	+0.8%	+2.3%	+13.6%	new	−6.6%	$157M

End-of-day Nov 5, 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%	−1.1%	+3.6%	+5.3%	+7.7%	+6.1%	−1.2%	$3.3B
2	ASHDG	Soundwatch Hedged Equity ETFRead Desk		1.01%	0.49%	−3.1%	+0.8%	+2.3%	+13.6%	new	−6.6%	$157M

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

Cards for this view

SHDG vs BALT

SHDG

Soundwatch Hedged Equity

[…]

BALT

Innovator Defined Wealth Shield

$13,426

MeasureSHDGBALT

Fee1.01%0.69%

Cost on $10k a year$101$69

Yield0.49%0.00%

5 years, per year[…]+6.1%

3 years, per year+13.6%+7.7%

Worst drop · 1Y−6.6%−1.2%

Volatility · 1Y9.0%2.6%

3–2measures won
BALT first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SHDG, BALT

Today

[…]holdings […]

SHDGBALT

SHDG—[…]

BALT[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$52most kept, SHDG

SHDG$49 − $101 = −$52

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee