Compare · 2 funds side by side · dividends reinvested

BALT and BUFD

BALTInnovator×BUFDFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,509BUFD · best of the two

02 / 04

BALT and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+8.4%+9.8%+13.6%+7.7%−3.4%5.3%$2.2B1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$3.3B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BALT 2021 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Defined Wealth Shield ETF · $3.3B$13,578

BALT

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,509

$10,000 five years ago, dividends reinvested

BALTMeasureBUFD

+4.7%Year to dateJan 1 → Nov 4+8.4%

+6.3%1 yearTotal return+9.8%

+8.1%3 years · per year$10,000 became $12,644 · $14,662+13.6%

+6.3%5 years · per year$10,000 became $13,578 · $14,509+7.7%

0.69%Expense ratio$69 · $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%

2.4%VolatilityLower is calmer5.3%

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

2–5BUFD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BALT vs BUFD: Top 5 Holdings

Today

BALT

[…]in top 5

BUFD

in top 541.8%

BALTStockBUFD

not top 5DNOV8.4%

not top 5DOCT8.4%

not top 5DMAR8.4%

not top 5DJAN8.4%

not top 5DFEB8.3%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

BALT vs BUFD Returns, Every Period

InnovatorBALT

+6.3%

5 years, per year

BUFDFirst Trust

+7.7%

5 years, per year

BALTBUFDFaded: behind in that period

0–4BUFD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BALT vs BUFD

YTD

InnovatorBALT

+4.7%

BUFDFirst Trust

+8.4%

+4.7%Year to date+8.4%

−1.2%Worst drop · 1Y−3.4%

2.4%Volatility · 1Y5.3%

0.0%Yield0.0%

$3.3BAssets$2.2B

2–1BALT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BALT, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BALT, BUFD

0.00%highest, BALT

FundTrailing yieldYield$10k

BALT0.00%$0

BUFD0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BALT, BUFD

Today

[…]holdings […]

BALTBUFD

BALT—[…]

BUFD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%BUFD, at 5.3% volatility

BALTWorst drop−1.2%2.4% vol

BUFDWorst drop−3.4%5.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BALTBUFD

+4.7%Year to date+8.4%

0.0%Yield0.0%

+6.3%Past year+9.8%

0.69%Fee0.10%

3–0BUFD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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 4, 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 4, 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 4, 2026