UOCT vs SPY5YUOCTUOCTAvsBSPYSPYInnovator U.S. Equity Ultra Buffer ETF October · $265MState Street SPDR S&P 500 ETF · $778BReturns · dividends in+10.8%3 years · per year$13,620 · $17,888+21.4%+8.2%5 years · per year$14,826 · $17,358+11.7%Cost and income0.79%Expense ratio$79 · $9 on $10k · lower wins0.09%0.00%12-mo yield$0 · $101 on $10k1.01%Risk · 1 year−4.2%End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+10.8%+13.0%+21.4%+11.7%−8.9%$777.9B2AUOCTInnovator U.S. Equity Ultra Buffer ETF OctoberReadDesk0.79%0.00%−0.3%+7.7%+9.5%+10.8%+8.2%−4.2%$265MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+10.8%+13.0%+21.4%+11.7%−8.9%$777.9B2AUOCTInnovator U.S. Equity Ultra Buffer ETF OctoberReadDesk0.79%0.00%−0.3%+7.7%+9.5%+10.8%+8.2%−4.2%$265MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: UOCT, SPYToday0.0%most shared, UOCT and SPYUOCTSPYUOCT—0.0%SPY0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
UOCT vs SPY5YAUOCTInnovator U.S. Equity Ultra Buffer ETF October$14,826vsSPYBSPDR S&P 500$17,359$10k$15kNov 2021Nov 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: UOCT, SPYToday0.0%most shared, UOCT and SPYUOCTSPYUOCT—0.0%SPY0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$92most kept, SPYSPY$101 − $9 = $92UOCT$0 − $79 = −$79KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee