Compare · 3 funds side by side · dividends reinvested

AIOO, BUFD and BALT

AIOOAllianzIM×BUFDFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,149BUFD · best of the three

02 / 04

AIOO, BUFD and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+5.9%+7.5%+12.6%+7.2%−3.4%5.8%$2.2B1.5

AllianzIM U.S. Equity Buffer100 Protection ETFDefined Outcome · Buffer0.64%0.00%+2.7%+2.9%[…][…]−0.7%2.1%$69M1.8

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.2B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: AIOO 2025 · BUFD 2021 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

AIOO

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,149

$10,000 five years ago, dividends reinvested

AIOOMeasureBUFD

+2.7%Year to dateJan 1 → Nov 5+5.9%

+2.9%1 yearTotal return+7.5%

[…]3 years · per year$10,000 became […] · $14,277+12.6%

[…]5 years · per year$10,000 became […] · $14,149+7.2%

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

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

−0.7%Worst dropSmaller is better−3.4%

2.1%VolatilityLower is calmer5.8%

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

2–3BUFD wins

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

More Ways to See the Pairs

AIOO vs BUFD: Top 5 Holdings

Today

AIOO

[…]in top 5

BUFD

in top 541.8%

AIOOStockBUFD

not top 5DOCT8.4%

not top 5DNOV8.4%

not top 5DDEC8.4%

not top 5DJAN8.4%

not top 5DFEB8.3%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

AIOO vs BUFD Returns, Every Period

AllianzIMAIOO

+2.9%

past year

BUFDFirst Trust

+7.5%

past year

AIOOBUFDFaded: behind in that period

0–2BUFD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AIOO vs BUFD

YTD

AllianzIMAIOO

+2.7%

BUFDFirst Trust

+5.9%

+2.7%Year to date+5.9%

−0.7%Worst drop · 1Y−3.4%

2.1%Volatility · 1Y5.8%

0.0%Yield0.0%

$68.5MAssets$2.2B

2–1AIOO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIOO, BUFD, BALT

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

AIOO0.64%$64

BALT0.69%$69

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AIOO, BUFD, BALT

0.00%highest, AIOO

FundTrailing yieldYield$10k

AIOO0.00%$0

BUFD0.00%$0

BALT0.00%$0

End-of-day Nov 5, 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

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AIOO, BUFD, BALT

Today

[…]holdings […]

AIOOBUFDBALT

AIOO—[…][…]

BUFD[…]—[…]

BALT[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+7.5%BUFD, at 5.8% volatility

AIOOWorst drop−0.7%2.1% vol

BALTWorst drop−1.2%2.6% vol

BUFDWorst drop−3.4%5.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AIOOBUFD

+2.7%Year to date+5.9%

0.0%Yield0.0%

+2.9%Past year+7.5%

0.64%Fee0.10%

3–0BUFD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026