Compare · 4 funds side by side · dividends reinvested

AIOO, BAPR, BALT and BUFD

AIOOAllianzIM×BAPRInnovator×BALTInnovator×BUFDFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,405BAPR · best of the four

02 / 04

AIOO, BAPR, BALT and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+12.3%+14.1%+15.8%+10.4%−2.5%6.4%$408M2.0

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+6.1%+7.6%+12.4%+7.2%−3.4%5.8%$2.2B2.1

AllianzIM U.S. Equity Buffer100 Protection ETFDefined Outcome · Buffer0.64%0.00%+2.7%+2.8%[…][…]−0.7%2.1%$69M2.2

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.3B2.5

Rank among the four1st → 4thFee, 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 · BAPR 2019 · BALT 2021 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

AIOO

BAPR

Innovator U.S. Equity Buffer ETF · $408M$16,405

$10,000 five years ago, dividends reinvested

AIOOMeasureBAPR

+2.7%Year to dateJan 1 → Nov 6+12.3%

+2.8%1 yearTotal return+14.1%

[…]3 years · per year$10,000 became […] · $15,535+15.8%

[…]5 years · per year$10,000 became […] · $16,405+10.4%

0.64%Expense ratio$64 · $79 a year on $10k · lower is better0.79%

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

−0.7%Worst dropSmaller is better−2.5%

2.1%VolatilityLower is calmer6.4%

AIOOBAPR 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 BAPR: Top 5 Holdings

Today

AIOO

[…]in top 5

BAPR

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

AIOO vs BAPR Returns, Every Period

AllianzIMAIOO

+2.8%

past year

BAPRInnovator

+14.1%

past year

AIOOBAPRFaded: behind in that period

0–2BAPR wins

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

AIOO vs BAPR

YTD

AllianzIMAIOO

+2.7%

BAPRInnovator

+12.3%

+2.7%Year to date+12.3%

−0.7%Worst drop · 1Y−2.5%

2.1%Volatility · 1Y6.4%

0.0%Yield0.0%

$68.5MAssets$408M

2–1AIOO wins

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

Cost, Income and Risk

Fees: AIOO, BAPR, BALT, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

AIOO0.64%$64

BALT0.69%$69

BAPR0.79%$79

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

Yields: AIOO, BAPR, BALT, BUFD

0.00%highest, AIOO

FundTrailing yieldYield$10k

AIOO0.00%$0

BAPR0.00%$0

BALT0.00%$0

BUFD0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

AIOO$0 − $64 = −$64

BALT$0 − $69 = −$69

BAPR$0 − $79 = −$79

KeptFee

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

Overlap: AIOO, BAPR, BALT, BUFD

Today

[…]holdings […]

AIOOBAPRBALTBUFD

AIOO—[…][…][…]

BAPR[…]—[…][…]

BALT[…][…]—[…]

BUFD[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+14.1%BAPR, at 6.4% volatility

AIOOWorst drop−0.7%2.1% vol

BALTWorst drop−1.2%2.6% vol

BUFDWorst drop−3.4%5.8% vol

BAPRWorst drop−2.5%6.4% vol

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

Paid More vs Made More

YTD

AIOOBAPR

+2.7%Year to date+12.3%

0.0%Yield0.0%

+2.8%Past year+14.1%

0.64%Fee0.79%

2–1BAPR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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