Compare · 3 funds side by side · dividends reinvested

APXM, FMAY and BALT

APXMFirst Trust×FMAYFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,864FMAY · best of the three

02 / 04

APXM, FMAY and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Buffer ETF - MayDefined Outcome · Buffer0.85%0.00%+7.9%+9.5%+15.3%+9.0%−4.2%7.3%$1.5B1.6

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$3.3B1.8

FT Vest U.S. Equity Max BufferDefined Outcome · Buffer0.85%0.00%+4.1%+5.0%[…][…]−0.6%1.6%$22M1.8

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 · FMAY 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

APXM

FMAY

FT Vest U.S. Equity Buffer ETF - May · $1.5B$14,864

$10,000 five years ago, dividends reinvested

APXMMeasureFMAY

+4.1%Year to dateJan 1 → Nov 5+7.9%

+5.0%1 yearTotal return+9.5%

[…]3 years · per year$10,000 became […] · $15,328+15.3%

[…]5 years · per year$10,000 became […] · $15,394+9.0%

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

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

−0.6%Worst dropSmaller is better−4.2%

1.6%VolatilityLower is calmer7.3%

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

2–2Level

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 FMAY: Top 5 Holdings

Today

APXM

[…]in top 5

FMAY

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

APXM vs FMAY Returns, Every Period

First TrustAPXM

+5.0%

past year

FMAYFirst Trust

+9.5%

past year

APXMFMAYFaded: behind in that period

0–2FMAY wins

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

APXM vs FMAY

YTD

First TrustAPXM

+4.1%

FMAYFirst Trust

+7.9%

+4.1%Year to date+7.9%

−0.6%Worst drop · 1Y−4.2%

1.6%Volatility · 1Y7.3%

0.0%Yield0.0%

$21.7MAssets$1.5B

2–1APXM wins

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

Cost, Income and Risk

Fees: APXM, FMAY, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

APXM0.85%$85

FMAY0.85%$85

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

Yields: APXM, FMAY, BALT

0.00%highest, APXM

FundTrailing yieldYield$10k

APXM0.00%$0

FMAY0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$69most kept, BALT

BALT$0 − $69 = −$69

APXM$0 − $85 = −$85

FMAY$0 − $85 = −$85

KeptFee

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

Overlap: APXM, FMAY, BALT

Today

[…]holdings […]

APXMFMAYBALT

APXM—[…][…]

FMAY[…]—[…]

BALT[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.5%FMAY, at 7.3% volatility

APXMWorst drop−0.6%1.6% vol

BALTWorst drop−1.2%2.4% vol

FMAYWorst drop−4.2%7.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

APXMFMAY

+4.1%Year to date+7.9%

0.0%Yield0.0%

+5.0%Past year+9.5%

0.85%Fee0.85%

2–0FMAY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026