STEN vs BALT

ASTEN

BBALT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,578BALT

Lowest cost0.53%STEN · $53 on $10k

Most income0.28%STEN · $28 on $10k

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

Held in common[…]STEN and BALT

STEN

BALT

iShares Trust - iShares Large Cap 10% Target Buffer Sep ETF · $58MInnovator Defined Wealth Shield ETF · $3.3B

[…]3 years · per year[…] · $12,644+8.1%

[…]5 years · per year[…] · $13,578+6.3%

0.53%Expense ratio$53 · $69 on $10k · lower wins0.69%

0.28%12-mo yield$28 · $0 on $10k0.00%

−6.2%Worst dropSmaller wins−1.2%

9.1%VolatilityLower wins2.4%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsSTEN · BALT

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

Held in common[…]

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
1	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.4%	+4.7%	+6.3%	+8.1%	+6.3%	−1.2%	$3.3B
2	ASTEN	iShares Trust - iShares Large Cap 10% Target Buffer Sep ETFRead Desk		0.53%	0.28%	+1.1%	+11.7%	+12.7%	new	new	−6.2%	$58M

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
1	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.4%	+4.7%	+6.3%	+8.1%	+6.3%	−1.2%	$3.3B
2	ASTEN	iShares Trust - iShares Large Cap 10% Target Buffer Sep ETFRead Desk		0.53%	0.28%	+1.1%	+11.7%	+12.7%	new	new	−6.2%	$58M

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

STEN vs BALT

STEN

iShares Trust - iShares Large Cap 10% Target Buffer Sep

[…]

BALT

Innovator Defined Wealth Shield

$13,578

MeasureSTENBALT

Fee0.53%0.69%

Cost on $10k a year$53$69

Yield0.28%0.00%

5 years, per year[…]+6.3%

3 years, per year[…]+8.1%

Worst drop · 1Y−6.2%−1.2%

Volatility · 1Y9.1%2.4%

2–2measures won
level

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: STEN, BALT

Today

[…]holdings […]

STENBALT

STEN—[…]

BALT[…]—

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

Income After Fees on $10,000

−$25most kept, STEN

STEN$28 − $53 = −$25

BALT$0 − $69 = −$69

KeptFee

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