Compare · 3 funds side by side · dividends reinvested

APXM, BALT and BUFD

APXMFirst Trust×BALTInnovator×BUFDFirst Trust×

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

02 / 04

APXM, BALT and BUFD, 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

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.2B1.9

FT Vest U.S. Equity Max BufferDefined Outcome · Buffer0.85%0.00%+3.2%+4.2%[…][…]−0.8%1.8%$22M2.0

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: APXM 2025 · BALT 2021 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Max Buffer · $22M[…]

APXM

BALT

Innovator Defined Wealth Shield ETF · $3.2B$13,426

$10,000 five years ago, dividends reinvested

APXMMeasureBALT

+3.2%Year to dateJan 1 → Nov 5+3.6%

+4.2%1 yearTotal return+5.3%

[…]3 years · per year$10,000 became […] · $12,498+7.7%

[…]5 years · per year$10,000 became […] · $13,426+6.1%

0.85%Expense ratio$85 · $69 a year on $10k · lower is better0.69%

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

−0.8%Worst dropSmaller is better−1.2%

1.8%VolatilityLower is calmer2.6%

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

2–3BALT wins

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

More Ways to See the Pairs

APXM vs BALT: Top 5 Holdings

Today

APXM

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

APXM vs BALT Returns, Every Period

First TrustAPXM

+4.2%

past year

BALTInnovator

+5.3%

past year

APXMBALTFaded: behind in that period

0–2BALT wins

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

APXM vs BALT

YTD

First TrustAPXM

+3.2%

BALTInnovator

+3.6%

+3.2%Year to date+3.6%

−0.8%Worst drop · 1Y−1.2%

1.8%Volatility · 1Y2.6%

0.0%Yield0.0%

$21.8MAssets$3.2B

2–1APXM wins

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

Cost, Income and Risk

Fees: APXM, BALT, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

APXM0.85%$85

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

Yields: APXM, BALT, BUFD

0.00%highest, APXM

FundTrailing yieldYield$10k

APXM0.00%$0

BALT0.00%$0

BUFD0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

APXM$0 − $85 = −$85

KeptFee

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

Overlap: APXM, BALT, BUFD

Today

[…]holdings […]

APXMBALTBUFD

APXM—[…][…]

BALT[…]—[…]

BUFD[…][…]—

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

APXMWorst drop−0.8%1.8% 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

APXMBUFD

+3.2%Year to date+5.9%

0.0%Yield0.0%

+4.2%Past year+7.5%

0.85%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