SHDG vs SFLR

ASHDG

BSFLR

Measures won3–2SHDG wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.89%SFLR · $89 on $10k

Most income0.48%SHDG · $48 on $10k

Smallest drop−6.6%SHDG · worst fall in 1Y

Held in common0.0%SHDG and SFLR

SHDG

SFLR

Soundwatch Hedged Equity ETF · $157MInnovator Equity Managed Floor ETF · $2.2B

+15.0%3 years · per year$15,190 · $15,874+16.7%

[…]5 years · per year[…]

1.01%Expense ratio$101 · $89 on $10k · lower wins0.89%

0.48%12-mo yield$48 · $24 on $10k0.24%

−6.6%Worst dropSmaller wins−6.8%

8.4%VolatilityLower wins10.0%

3–2SHDG wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsSHDG · SFLR

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

Held in common0.0%

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							5Y/yr
1	ASHDG	Soundwatch Hedged Equity ETFRead Desk		1.01%	0.48%	+1.2%	+4.0%	+4.9%	+15.0%	new	−6.6%	$157M
2	BSFLR	Innovator Equity Managed Floor ETFRead Desk		0.89%	0.24%	+1.2%	+6.7%	+6.6%	+16.7%	new	−6.8%	$2.2B

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							5Y/yr
1	ASHDG	Soundwatch Hedged Equity ETFRead Desk		1.01%	0.48%	+1.2%	+4.0%	+4.9%	+15.0%	new	−6.6%	$157M
2	BSFLR	Innovator Equity Managed Floor ETFRead Desk		0.89%	0.24%	+1.2%	+6.7%	+6.6%	+16.7%	new	−6.8%	$2.2B

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

SHDG vs SFLR

SHDG

Soundwatch Hedged Equity

[…]

SFLR

Innovator Equity Managed Floor

[…]

MeasureSHDGSFLR

Fee1.01%0.89%

Cost on $10k a year$101$89

Yield0.48%0.24%

5 years, per year[…][…]

3 years, per year+15.0%+16.7%

Worst drop · 1Y−6.6%−6.8%

Volatility · 1Y8.4%10.0%

3–2measures won
SHDG first

0.0%

holdings shared

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SHDG, SFLR

Today

0.0%most shared, SHDG and SFLR

SHDGSFLR

SHDG—0.0%

SFLR0.0%—

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

Income After Fees on $10,000

−$53most kept, SHDG

SHDG$48 − $101 = −$53

SFLR$24 − $89 = −$65

KeptFee

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