Compare · 3 funds side by side · dividends reinvested

APRT, BUFD and BALT

APRTAllianzIM×BUFDFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,300APRT · best of the three

02 / 04

APRT, BUFD and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AllianzIM U.S. Equity Buffer10 Apr ETFDefined Outcome · Buffer0.74%0.00%+12.9%+14.8%+16.3%+10.3%−1.6%5.1%$47M1.5

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.4%+8.9%+13.6%+7.6%−3.4%5.2%$2.2B2.0

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.3%+5.9%+8.1%+6.2%−1.2%2.3%$3.2B2.1

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

End-of-day Nov 3, 2026 · returns include dividends · since: APRT 2020 · BUFD 2021 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer10 Apr ETF · $47M$16,300

APRT

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,420

$10,000 five years ago, dividends reinvested

APRTMeasureBUFD

+12.9%Year to dateJan 1 → Nov 3+7.4%

+14.8%1 yearTotal return+8.9%

+16.3%3 years · per year$10,000 became $15,738 · $14,657+13.6%

+10.3%5 years · per year$10,000 became $16,300 · $14,420+7.6%

0.74%Expense ratio$74 · $10 a year on $10k · lower is better0.10%

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

−1.6%Worst dropSmaller is better−3.4%

5.1%VolatilityLower is calmer5.2%

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

6–1APRT wins

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

More Ways to See the Pairs

APRT vs BUFD: Top 5 Holdings

Today

APRT

[…]in top 5

BUFD

in top 541.8%

APRTStockBUFD

not top 5DNOV8.4%

not top 5DOCT8.4%

not top 5DMAR8.4%

not top 5DFEB8.3%

not top 5DDEC8.3%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

APRT vs BUFD Returns, Every Period

AllianzIMAPRT

+10.3%

5 years, per year

BUFDFirst Trust

+7.6%

5 years, per year

APRTBUFDFaded: behind in that period

4–0APRT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

APRT vs BUFD

YTD

AllianzIMAPRT

+12.9%

BUFDFirst Trust

+7.4%

+12.9%Year to date+7.4%

−1.6%Worst drop · 1Y−3.4%

5.1%Volatility · 1Y5.2%

0.0%Yield0.0%

$47.0MAssets$2.2B

3–0APRT wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APRT, BUFD, BALT

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

APRT0.74%$74

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: APRT, BUFD, BALT

0.00%highest, APRT

FundTrailing yieldYield$10k

APRT0.00%$0

BUFD0.00%$0

BALT0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

APRT$0 − $74 = −$74

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: APRT, BUFD, BALT

Today

[…]holdings […]

APRTBUFDBALT

APRT—[…][…]

BUFD[…]—[…]

BALT[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.8%APRT, at 5.1% volatility

BALTWorst drop−1.2%2.3% vol

APRTWorst drop−1.6%5.1% vol

BUFDWorst drop−3.4%5.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

APRTBUFD

+12.9%Year to date+7.4%

0.0%Yield0.0%

+14.8%Past year+8.9%

0.74%Fee0.10%

2–1APRT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026