Compare · 4 funds side by side · dividends reinvested

APXM, FMAY, SFLR and BALT

APXMFirst Trust×FMAYFirst Trust×SFLRInnovator×BALTInnovator×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,109FMAY · best of the four

02 / 04

APXM, FMAY, SFLR 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%+6.5%+8.7%+13.8%+8.6%−4.2%8.1%$1.5B1.9

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B2.3

FT Vest U.S. Equity Max BufferDefined Outcome · Buffer0.85%0.00%+3.7%+4.7%[…][…]−0.8%1.9%$22M2.3

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+5.3%+7.0%+15.4%[…]−6.8%10.8%$2.2B2.6

Rank among the four1st → 4thFee, 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: APXM 2025 · FMAY 2020 · SFLR 2022 · 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$15,109

$10,000 five years ago, dividends reinvested

APXMMeasureFMAY

+3.7%Year to dateJan 1 → Nov 9+6.5%

+4.7%1 yearTotal return+8.7%

[…]3 years · per year$10,000 became […] · $14,756+13.8%

[…]5 years · per year$10,000 became […] · $15,109+8.6%

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%

−0.8%Worst dropSmaller is better−4.2%

1.9%VolatilityLower is calmer8.1%

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

2–2Level

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

APXM vs FMAY Returns, Every Period

First TrustAPXM

+4.7%

past year

FMAYFirst Trust

+8.7%

past year

APXMFMAYFaded: behind in that period

0–2FMAY wins

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

APXM vs SFLR

YTD

First TrustAPXM

+3.7%

SFLRInnovator

+5.3%

+3.7%Year to date+5.3%

−0.8%Worst drop · 1Y−6.8%

1.9%Volatility · 1Y10.8%

0.0%Yield0.2%

$21.6MAssets$2.2B

2–2level

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

Cost, Income and Risk

Fees: APXM, FMAY, SFLR, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

APXM0.85%$85

FMAY0.85%$85

SFLR0.89%$89

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

Yields: APXM, FMAY, SFLR, BALT

0.25%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.25%$25

APXM0.00%$0

FMAY0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$64most kept, SFLR

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

APXM$0 − $85 = −$85

FMAY$0 − $85 = −$85

KeptFee

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

Overlap: APXM, FMAY, SFLR, BALT

Today

[…]holdings […]

APXMFMAYSFLRBALT

APXM—[…][…][…]

FMAY[…]—[…][…]

SFLR[…][…]—[…]

BALT[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+8.7%FMAY, at 8.1% volatility

APXMWorst drop−0.8%1.9% vol

BALTWorst drop−1.2%2.7% vol

FMAYWorst drop−4.2%8.1% vol

SFLRWorst drop−6.8%10.8% vol

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

Paid More vs Made More

YTD

SFLRFMAY

+5.3%Year to date+6.5%

0.2%Yield0.0%

+7.0%Past year+8.7%

0.89%Fee0.85%

3–1FMAY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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