Compare · 3 funds side by side · dividends reinvested

APRW, BUFD and BALT

APRWAllianzIM×BUFDFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,347BUFD · best of the three

02 / 04

APRW, BUFD and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AllianzIM U.S. Equity Buffer20 Apr ETFDefined Outcome · Buffer0.74%0.00%+8.9%+10.5%+10.4%+7.2%−1.2%3.1%$202M1.8

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.4%+9.3%+12.5%+7.5%−3.4%5.9%$2.2B1.8

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: APRW 2020 · BUFD 2021 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer20 Apr ETF · $202M$14,133

APRW

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,347

$10,000 five years ago, dividends reinvested

APRWMeasureBUFD

+8.9%Year to dateJan 1 → Nov 9+7.4%

+10.5%1 yearTotal return+9.3%

+10.4%3 years · per year$10,000 became $13,471 · $14,226+12.5%

+7.2%5 years · per year$10,000 became $14,133 · $14,347+7.5%

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%

−1.2%Worst dropSmaller is better−3.4%

3.1%VolatilityLower is calmer5.9%

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

4–3APRW wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

APRW vs BUFD: Top 5 Holdings

Today

APRW

[…]in top 5

BUFD

in top 541.9%

APRWStockBUFD

not top 5DNOV8.4%

not top 5DMAR8.4%

not top 5DOCT8.4%

not top 5DFEB8.4%

not top 5DSEP8.3%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

APRW vs BUFD Returns, Every Period

AllianzIMAPRW

+7.2%

5 years, per year

BUFDFirst Trust

+7.5%

5 years, per year

APRWBUFDFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

APRW vs BUFD

YTD

AllianzIMAPRW

+8.9%

BUFDFirst Trust

+7.4%

+8.9%Year to date+7.4%

−1.2%Worst drop · 1Y−3.4%

3.1%Volatility · 1Y5.9%

0.0%Yield0.0%

$202MAssets$2.2B

3–0APRW wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APRW, BUFD, BALT

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

APRW0.74%$74

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: APRW, BUFD, BALT

0.00%highest, APRW

FundTrailing yieldYield$10k

APRW0.00%$0

BUFD0.00%$0

BALT0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

APRW$0 − $74 = −$74

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: APRW, BUFD, BALT

Today

[…]holdings […]

APRWBUFDBALT

APRW—[…][…]

BUFD[…]—[…]

BALT[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.5%APRW, at 3.1% volatility

BALTWorst drop−1.2%2.7% vol

APRWWorst drop−1.2%3.1% vol

BUFDWorst drop−3.4%5.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

APRWBUFD

+8.9%Year to date+7.4%

0.0%Yield0.0%

+10.5%Past year+9.3%

0.74%Fee0.10%

2–1APRW wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026