Compare · 3 funds side by side · dividends reinvested

APXM, BALT and BUFR

APXMFirst Trust×BALTInnovator×BUFRFirst Trust×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,700BUFR · best of the three

Story of the three · IncomeMost incomeAPXM · 0.00% · $0 a year on $10k

Story of the three · RiskSmallest drop

APXM, BALT and BUFR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+8.7%+10.9%+14.5%+9.4%−4.6%7.6%$11.0B1.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.2%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B1.9

FT Vest U.S. Equity Max BufferDefined Outcome · Buffer0.85%0.00%+3.5%+4.4%[…][…]−0.8%1.9%$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 10, 2026 · returns include dividends · since: APXM 2025 · BALT 2021 · BUFR 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

APXM

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,502

$10,000 five years ago, dividends reinvested

APXMMeasure

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 10, 2026 · share of each fund

APXM vs BALT Returns, Every Period

1Y

First TrustAPXM

+4.4%

past year

Cost, Income and Risk

Fees: APXM, BALT, BUFR

Today

0.10%lowest, BUFR

FundExpense ratioFee$10k

BUFR0.10%$10

BALT0.69%$69

APXM0.85%$85

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

Yields: APXM, BALT, BUFR

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

BALT

+3.5%Year to dateJan 1 → Nov 10+4.2%

+4.4%1 yearTotal return+6.0%

[…]3 years · per year$10,000 became […] · $12,479+7.7%

[…]5 years · per year$10,000 became […] · $13,502+6.2%

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%

1.9%VolatilityLower is calmer2.7%

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

2–3BALT wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

BALT

Innovator

+6.0%

past year

APXMBALTFaded: behind in that period

0–2BALT wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

APXM vs BALT

YTD

First TrustAPXM

+3.5%

BALTInnovator

+4.2%

+3.5%Year to date+4.2%

−0.8%Worst drop · 1Y−1.2%

1.9%Volatility · 1Y2.7%

0.0%Yield0.0%

$21.7MAssets$3.3B

2–1APXM wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

0.00%highest, APXM

FundTrailing yieldYield$10k

APXM0.00%$0

BALT0.00%$0

BUFR0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

−$10most kept, BUFR

BUFR$0 − $10 = −$10

BALT$0 − $69 = −$69

APXM$0 − $85 = −$85

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: APXM, BALT, BUFR

Today

[…]holdings […]

APXMBALTBUFR

APXM—[…][…]

BALT[…]—[…]

BUFR[…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.9%BUFR, at 7.6% volatility

APXMWorst drop−0.8%1.9% vol

BALTWorst drop−1.2%2.7% vol

BUFRWorst drop−4.6%7.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

APXMBUFR

+3.5%Year to date+8.7%

0.0%Yield0.0%

+4.4%Past year+10.9%

0.85%Fee0.10%

3–0BUFR wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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APXM, BALT and BUFR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three