Compare · 3 funds side by side · dividends reinvested

AIOO, BALT and BUFR

AIOOAllianzIM×BALTInnovator×BUFRFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,511BUFR · best of the three

02 / 04

AIOO, BALT and BUFR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.1%+8.9%+14.7%+9.2%−4.6%7.4%$11.1B1.5

AllianzIM U.S. Equity Buffer100 Protection ETFDefined Outcome · Buffer0.64%0.00%+2.7%+2.8%[…][…]−0.7%2.1%$69M1.8

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.3B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AIOO 2025 · BALT 2021 · BUFR 2020

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer100 Protection ETF · $69M[…]

AIOO

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,449

$10,000 five years ago, dividends reinvested

AIOOMeasureBALT

+2.7%Year to dateJan 1 → Nov 6+3.8%

+2.8%1 yearTotal return+5.5%

[…]3 years · per year$10,000 became […] · $12,479+7.7%

[…]5 years · per year$10,000 became […] · $13,449+6.1%

0.64%Expense ratio$64 · $69 a year on $10k · lower is better0.69%

0.00%Trailing 12-mo yield$0 · $0 a year on $10k0.00%

−0.7%Worst dropSmaller is better−1.2%

2.1%VolatilityLower is calmer2.6%

AIOOBALT Winner of the row, in its colourEach row: the bigger of the two fills its side

3–2AIOO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIOO vs BALT: Top 5 Holdings

Today

AIOO

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

AIOO vs BALT Returns, Every Period

AllianzIMAIOO

+2.8%

past year

BALTInnovator

+5.5%

past year

AIOOBALTFaded: behind in that period

0–2BALT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

AIOO vs BALT

YTD

AllianzIMAIOO

+2.7%

BALTInnovator

+3.8%

+2.7%Year to date+3.8%

−0.7%Worst drop · 1Y−1.2%

2.1%Volatility · 1Y2.6%

0.0%Yield0.0%

$68.5MAssets$3.3B

2–1AIOO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIOO, BALT, BUFR

Today

0.10%lowest, BUFR

FundExpense ratioFee$10k

BUFR0.10%$10

AIOO0.64%$64

BALT0.69%$69

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AIOO, BALT, BUFR

0.00%highest, AIOO

FundTrailing yieldYield$10k

AIOO0.00%$0

BALT0.00%$0

BUFR0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFR

BUFR$0 − $10 = −$10

AIOO$0 − $64 = −$64

BALT$0 − $69 = −$69

KeptFee

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

Overlap: AIOO, BALT, BUFR

Today

[…]holdings […]

AIOOBALTBUFR

AIOO—[…][…]

BALT[…]—[…]

BUFR[…][…]—

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

Return vs Bumpiness: 3 ETFs

+8.9%BUFR, at 7.4% volatility

AIOOWorst drop−0.7%2.1% vol

BALTWorst drop−1.2%2.6% vol

BUFRWorst drop−4.6%7.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AIOOBUFR

+2.7%Year to date+7.1%

0.0%Yield0.0%

+2.8%Past year+8.9%

0.64%Fee0.10%

3–0BUFR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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