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Data as of .

BALT vs FLAO: which one stands where?

As of Sep 21, 2026 FLAO can fall 10.4% before its buffer engages and BALT 2.2%, and BALT resets 1 days sooner.

Innovator Defined Wealth Shield ETF - Quarterly and AllianzIM U.S. Equity Floor5 ETF - Apr.

2.2%BALT can fall this far before its buffer
10.4%FLAO can fall this far before its buffer
0.3%BALT can still gain
0.1%FLAO can still gain
BALTAt its cap
20 pts of buffer−20.0% floor0% period start+2.5% capTODAY · SPY +3.6%−20.0% floor0% start+2.5% capTODAY · SPY +3.6%
FLAOAt its cap
full floor beneath+6%full floor−5.0% buffer start0% period start+6.0% capTODAY · SPY +19.0%full floor beneathfull floor−5.0% buffer start0% start+6.0% capTODAY · SPY +19.0%

These are two different products. FLAO is a floor fund, which caps how far a holder can fall. BALT is a buffer fund, which absorbs the first part of a fall and leaves everything below it with the holder.

Where each one stands today

BALT resets first, on Sep 30, 2026, 9 days from now; FLAO runs to Sep 30, 2026, 10 days. BALT can still gain 0.3% before its cap, FLAO 0.1%. A fall from here reaches BALT’s buffer after 2.2% and FLAO’s after 10.4%. Both track SPY, so what separates them is where each is in its own period.

Every figure is ETFIQ’s own, from the issuer’s published outcome-period terms. A buffer ETF holds FLEX options on its reference index rather than shares, so there is no holdings overlap between two of them to report.

Performance, window by window

BALT and FLAO over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnGap to the reference
BALTFLAOBALTFLAO
3 months+1.7%+1.7%−0.6 pts−0.6 pts
6 months+4.1%+4.8%−13.9 pts−13.2 pts
1 year+6.3%+2.8%−10.3 pts−13.8 pts
3 years+24.3%not published−54.1 ptsnot published
Open the live comparison on ETFIQ
BALT and FLAO on the same fields, as of Sep 21, 2026. Source: ETFIQ.
BALT
Innovator Defined Wealth Shield ETF - Quarterly
Absorbs the first 20% of loss on SPY and caps the gain at 2.5%, over a period ending Sep 30, 2026
FLAO
AllianzIM U.S. Equity Floor5 ETF - Apr
Absorbs losses from 5.0% to 100.0% on SPY and caps the gain at 6.0%, over a period ending Sep 30, 2026
IssuerInnovatorAllianzIM
Reference indexSPYSPY
Buffer20%5% to 100%
Outcome periodJun 30, 2026 to Sep 30, 2026Apr 1, 2026 to Sep 30, 2026
Days left910
Starting cap+2.5%+6.0%
Can still gain0.3%0.1%
Fall before buffer2.2%10.4%
Protection left, index points20.0% of 20.0%95.0% of 95.0%
Index return this period+3.6%+19.0%
Fund return this period+2.1%+5.6%
State todayAt capAt cap
Expense ratio0.69%0.74%
Net assets$2.9bn$9m

BALT in plain words

SPY had already risen past this fund's cap of +2.5% for the period on Sep 21, 2026, so in index terms there is no more upside to collect. The fund's own price can still drift up to about 0.3% as the period runs out. The fund's price can fall 2.2% from here before the buffer starts absorbing losses, by the issuer's figure. In index terms, SPY can fall 3.5% from today's level to the point where the buffer begins. Protection left, in index points: 20.0% of the 20.0% buffer still sits below today's SPY level. 9 days remained on Sep 21, 2026. On Sep 30, 2026 the period ends and a new cap is set.

FLAO in plain words

SPY had already risen past this fund's cap of +6.0% for the period on Sep 21, 2026, so in index terms there is no more upside to collect. The fund's own price can still drift up to about 0.1% as the period runs out. The fund's price can fall 10.4% from here before the buffer starts absorbing losses, by the issuer's figure. In index terms, SPY can fall 20.2% from today's level to the point where the buffer begins. Protection left, in index points: 95.0% of the 95.0% buffer still sits below today's SPY level. 10 days remained on Sep 21, 2026.

Questions people ask

Which has more room to gain, BALT or FLAO?
From their prices on Sep 21, 2026, BALT can gain about 0.3% before its cap and FLAO about 0.1%, so BALT has more room left this period.
Which resets first, BALT or FLAO?
BALT ends its outcome period on Sep 30, 2026 and FLAO on Sep 30, 2026. A new cap is set the day after each.
Which is cheaper, BALT or FLAO?
BALT charges 0.69% a year and FLAO charges 0.74%, so BALT is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

BALT against FLAO, ETFIQ, data as of Sep 21, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, BALT against FLAO, data as of Sep 21, 2026. https://etfiq.com/compare/buffer/balt-vs-flao Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources