SHDG vs SFLR5YSHDGSHDGAvsBSFLRSFLRSoundwatch Hedged Equity ETF · $156MInnovator Equity Managed Floor ETF · $2.2BReturns · dividends in+13.1%3 years · per year$14,455 · $15,299+15.2%[…]5 years · per year[…]Cost and income1.01%Expense ratio$101 · $89 on $10k · lower wins0.89%0.48%12-mo yield$48 · $24 on $10k0.24%
$10,000 in SHDG, SFLR, BALT5Y$10k startBALT $13.5kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: SHDG, SFLR, BALTToday0.0%most shared, SHDG and SFLRSHDGSFLRBALTSHDG—0.0%[…]SFLR0.0%—[…]BALT[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SHDG vs SFLR5YASHDGSoundwatch Hedged Equity[…]vsSFLRBInnovator Equity Managed Floor[…]MeasureSHDGSFLRFee1.01%0.89%Cost on $10k a year$101$89Yield0.48%0.24%5 years, per year[…][…]3 years, per year+13.1%+15.2%Worst drop · 1Y−6.6%−6.8%Volatility · 1Y9.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%0.0%+4.5%+5.9%+7.6%+6.2%−1.2%$3.3B2ASHDGSoundwatch Hedged Equity ETFReadDesk1.01%0.48%−0.3%+3.0%+3.6%+13.1%new−6.6%$156M3BSFLRInnovator Equity Managed Floor ETFReadDesk0.89%0.24%0.0%+5.8%+5.8%+15.2%new−6.8%$2.2BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%0.0%+4.5%+5.9%+7.6%+6.2%−1.2%$3.3B2ASHDGSoundwatch Hedged Equity ETFReadDesk1.01%0.48%−0.3%+3.0%+3.6%+13.1%new−6.6%$156M3BSFLRInnovator Equity Managed Floor ETFReadDesk0.89%0.24%0.0%+5.8%+5.8%+15.2%new−6.8%$2.2BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: SHDG, SFLR, BALTToday0.0%most shared, SHDG and SFLRSHDGSFLRBALTSHDG—0.0%[…]SFLR0.0%—[…]BALT[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y−$53most kept, SHDGSHDG$48 − $101 = −$53SFLR$24 − $89 = −$65BALT$0 − $69 = −$69KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee