Compare · 3 funds side by side · dividends reinvested

BALT, BUFD and SFLR

BALTInnovator×BUFDFirst Trust×SFLRInnovator×

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

02 / 04

BALT, BUFD and SFLR, 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

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+2.8%+3.6%+15.2%[…]−6.8%10.7%$2.2B2.4

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: BALT 2021 · BUFD 2021 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

BALT

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,149

$10,000 five years ago, dividends reinvested

BALTMeasureBUFD

+3.6%Year to dateJan 1 → Nov 5+5.9%

+5.3%1 yearTotal return+7.5%

+7.7%3 years · per year$10,000 became $12,498 · $14,277+12.6%

+6.1%5 years · per year$10,000 became $13,426 · $14,149+7.2%

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%

2.6%VolatilityLower is calmer5.8%

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

2–5BUFD wins

End-of-day Nov 5, 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 5DOCT8.4%

not top 5DNOV8.4%

not top 5DDEC8.4%

not top 5DJAN8.4%

not top 5DFEB8.3%

Held in common[…]

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

BALT vs BUFD Returns, Every Period

InnovatorBALT

+6.1%

5 years, per year

BUFDFirst Trust

+7.2%

5 years, per year

BALTBUFDFaded: behind in that period

0–4BUFD wins

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

BALT vs SFLR

YTD

InnovatorBALT

+3.6%

SFLRInnovator

+2.8%

+3.6%Year to date+2.8%

−1.2%Worst drop · 1Y−6.8%

2.6%Volatility · 1Y10.7%

0.0%Yield0.3%

$3.2BAssets$2.2B

3–1BALT wins

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

Cost, Income and Risk

Fees: BALT, BUFD, SFLR

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

SFLR0.89%$89

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

Yields: BALT, BUFD, SFLR

0.25%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.25%$25

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

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

KeptFee

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

Overlap: BALT, BUFD, SFLR

Today

0.0%most shared, BUFD and SFLR

BALTBUFDSFLR

BALT—[…][…]

BUFD[…]—0.0%

SFLR[…]0.0%—

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

BALTWorst drop−1.2%2.6% vol

BUFDWorst drop−3.4%5.8% vol

SFLRWorst drop−6.8%10.7% vol

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

Paid More vs Made More

YTD

SFLRBUFD

+2.8%Year to date+5.9%

0.3%Yield0.0%

+3.6%Past year+7.5%

0.89%Fee0.10%

3–1BUFD 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