UFEB vs BALT

AUFEB

BBALT

Measures won2–3BALT wins · of 6 · 5Y

$10,000 · 5Y$14,029UFEB · BALT $13,449

Lowest cost0.69%BALT · $69 on $10k

Most income0.00%UFEB · $0 on $10k

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

Held in common[…]UFEB and BALT

UFEB

BALT

Innovator U.S. Equity Ultra Buffer ETF · $162MInnovator Defined Wealth Shield ETF · $3.2B

+12.6%3 years · per year$14,291 · $12,479+7.7%

+7.0%5 years · per year$14,029 · $13,449+6.1%

0.79%Expense ratio$79 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $0 on $10k0.00%

−3.9%Worst dropSmaller wins−1.2%

5.7%VolatilityLower wins2.6%

2–3BALT wins

$10,000 · 5 yearsOne scale

Shared top holdingsUFEB · BALT

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

Held in common[…]

End-of-day Nov 6, 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	AUFEB	Innovator U.S. Equity Ultra Buffer ETFRead Desk		0.79%	0.00%	+0.1%	+6.1%	+8.1%	+12.6%	+7.0%	−3.9%	$162M
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AUFEB	Innovator U.S. Equity Ultra Buffer ETFRead Desk		0.79%	0.00%	+0.1%	+6.1%	+8.1%	+12.6%	+7.0%	−3.9%	$162M
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UFEB vs BALT

UFEB

Innovator U.S. Equity Ultra Buffer

$14,030

BALT

Innovator Defined Wealth Shield

$13,449

MeasureUFEBBALT

Fee0.79%0.69%

Cost on $10k a year$79$69

Yield0.00%0.00%

5 years, per year+7.0%+6.1%

3 years, per year+12.6%+7.7%

Worst drop · 1Y−3.9%−1.2%

Volatility · 1Y5.7%2.6%

3–2measures won
BALT first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: UFEB, BALT

Today

[…]holdings […]

UFEBBALT

UFEB—[…]

BALT[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$69most kept, BALT

BALT$0 − $69 = −$69

UFEB$0 − $79 = −$79

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee