Compare · 4 funds side by side · dividends reinvested

APRT, BUFD, BALT and BUFR

APRTAllianzIM×BUFDFirst Trust×BALTInnovator×BUFRFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,096APRT · best of the four

02 / 04

APRT, BUFD, BALT and BUFR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AllianzIM U.S. Equity Buffer10 Apr ETFDefined Outcome · Buffer0.74%0.00%+11.7%+13.6%+15.0%+10.0%−2.1%5.6%$47M1.6

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.1%+8.9%+14.7%+9.2%−4.6%7.4%$11.1B2.3

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+6.1%+7.6%+12.4%+7.2%−3.4%5.8%$2.2B2.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.2B2.8

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: APRT 2020 · BUFD 2021 · BALT 2021 · BUFR 2020

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer10 Apr ETF · $47M$16,096

APRT

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,188

$10,000 five years ago, dividends reinvested

APRTMeasureBUFD

+11.7%Year to dateJan 1 → Nov 6+6.1%

+13.6%1 yearTotal return+7.6%

+15.0%3 years · per year$10,000 became $15,211 · $14,188+12.4%

+10.0%5 years · per year$10,000 became $16,096 · $14,188+7.2%

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%

−2.1%Worst dropSmaller is better−3.4%

5.6%VolatilityLower is calmer5.8%

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

6–1APRT wins

End-of-day Nov 6, 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 541.9%

APRTStockBUFD

not top 5DNOV8.4%

not top 5DMAR8.4%

not top 5DOCT8.4%

not top 5DFEB8.3%

not top 5DDEC8.3%

Held in common[…]

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

APRT vs BUFD Returns, Every Period

AllianzIMAPRT

+10.0%

5 years, per year

BUFDFirst Trust

+7.2%

5 years, per year

APRTBUFDFaded: behind in that period

4–0APRT wins

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

APRT vs BUFD

YTD

AllianzIMAPRT

+11.7%

BUFDFirst Trust

+6.1%

+11.7%Year to date+6.1%

−2.1%Worst drop · 1Y−3.4%

5.6%Volatility · 1Y5.8%

0.0%Yield0.0%

$47.4MAssets$2.2B

3–0APRT wins

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

Cost, Income and Risk

Fees: APRT, BUFD, BALT, BUFR

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BUFR0.10%$10

BALT0.69%$69

APRT0.74%$74

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

Yields: APRT, BUFD, BALT, BUFR

0.00%highest, APRT

FundTrailing yieldYield$10k

APRT0.00%$0

BUFD0.00%$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, BUFD

BUFD$0 − $10 = −$10

BUFR$0 − $10 = −$10

BALT$0 − $69 = −$69

APRT$0 − $74 = −$74

KeptFee

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

Overlap: APRT, BUFD, BALT, BUFR

Today

0.0%most shared, BUFD and BUFR

APRTBUFDBALTBUFR

APRT—[…][…][…]

BUFD[…]—[…]0.0%

BALT[…][…]—[…]

BUFR[…]0.0%[…]—

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

Return vs Bumpiness: 4 ETFs

+13.6%APRT, at 5.6% volatility

BALTWorst drop−1.2%2.6% vol

APRTWorst drop−2.1%5.6% vol

BUFDWorst drop−3.4%5.8% 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

APRTBUFR

+11.7%Year to date+7.1%

0.0%Yield0.0%

+13.6%Past year+8.9%

0.74%Fee0.10%

2–1APRT 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