Compare · 2 funds side by side · dividends reinvested

BALT and BUFQ

BALTInnovator×BUFQFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,449BALT · best of the two

02 / 04

BALT and BUFQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Nasdaq Buffer ETFDefined Outcome · Buffer0.10%0.00%+6.0%+7.7%+14.5%[…]−8.2%10.6%$1.7B1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.3B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: BALT 2021 · BUFQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Defined Wealth Shield ETF · $3.3B$13,449

BALT

BUFQ

FT Vest Laddered Nasdaq Buffer ETF · $1.7B[…]

$10,000 five years ago, dividends reinvested

BALTMeasureBUFQ

+3.8%Year to dateJan 1 → Nov 6+6.0%

+5.5%1 yearTotal return+7.7%

+7.7%3 years · per year$10,000 became $12,479 · $15,024+14.5%

+6.1%5 years · per year$10,000 became $13,449 · […][…]

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−8.2%

2.6%VolatilityLower is calmer10.6%

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

2–4BUFQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BALT vs BUFQ: Top 5 Holdings

Today

BALT

[…]in top 5

BUFQ

in top 5100.0%

BALTStockBUFQ

not top 5QMAR25.6%

not top 5QDEC25.1%

not top 5QSPT24.8%

not top 5QJUN24.5%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

BALT vs BUFQ Returns, Every Period

InnovatorBALT

+5.5%

past year

BUFQFirst Trust

+7.7%

past year

BALTBUFQFaded: behind in that period

0–3BUFQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BALT vs BUFQ

YTD

InnovatorBALT

+3.8%

BUFQFirst Trust

+6.0%

+3.8%Year to date+6.0%

−1.2%Worst drop · 1Y−8.2%

2.6%Volatility · 1Y10.6%

0.0%Yield0.0%

$3.3BAssets$1.7B

2–1BALT wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BALT, BUFQ

Today

0.10%lowest, BUFQ

FundExpense ratioFee$10k

BUFQ0.10%$10

BALT0.69%$69

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BALT, BUFQ

0.00%highest, BALT

FundTrailing yieldYield$10k

BALT0.00%$0

BUFQ0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFQ

BUFQ$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BALT, BUFQ

Today

[…]holdings […]

BALTBUFQ

BALT—[…]

BUFQ[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+7.7%BUFQ, at 10.6% volatility

BALTWorst drop−1.2%2.6% vol

BUFQWorst drop−8.2%10.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BALTBUFQ

+3.8%Year to date+6.0%

0.0%Yield0.0%

+5.5%Past year+7.7%

0.69%Fee0.10%

3–0BUFQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026