Compare · 3 funds side by side · dividends reinvested

BALT, BUFR and SFLR

BALTInnovator×BUFRFirst Trust×SFLRInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,511BUFR · best of the three

02 / 04

BALT, BUFR and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.1%+8.9%+14.7%+9.2%−4.6%7.4%$10.8B1.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.3B1.9

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+3.1%+3.7%+14.9%[…]−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 6, 2026 · returns include dividends · since: BALT 2021 · BUFR 2020 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

BALT

BUFR

FT Vest Laddered Buffer ETF · $10.8B$15,511

$10,000 five years ago, dividends reinvested

BALTMeasureBUFR

+3.8%Year to dateJan 1 → Nov 6+7.1%

+5.5%1 yearTotal return+8.9%

+7.7%3 years · per year$10,000 became $12,479 · $15,109+14.7%

+6.1%5 years · per year$10,000 became $13,449 · $15,511+9.2%

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−4.6%

2.6%VolatilityLower is calmer7.4%

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

2–5BUFR 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 BUFR: Top 5 Holdings

Today

BALT

[…]in top 5

BUFR

in top 541.9%

BALTStockBUFR

not top 5FOCT8.4%

not top 5FMAR8.4%

not top 5FSEP8.4%

not top 5FNOV8.4%

not top 5FFEB8.3%

Held in common[…]

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

BALT vs BUFR Returns, Every Period

InnovatorBALT

+6.1%

5 years, per year

BUFRFirst Trust

+9.2%

5 years, per year

BALTBUFRFaded: behind in that period

0–4BUFR wins

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

BALT vs SFLR

YTD

InnovatorBALT

+3.8%

SFLRInnovator

+3.1%

+3.8%Year to date+3.1%

−1.2%Worst drop · 1Y−6.8%

2.6%Volatility · 1Y10.7%

0.0%Yield0.3%

$3.3BAssets$2.2B

3–1BALT wins

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

Cost, Income and Risk

Fees: BALT, BUFR, SFLR

Today

0.10%lowest, BUFR

FundExpense ratioFee$10k

BUFR0.10%$10

BALT0.69%$69

SFLR0.89%$89

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

Yields: BALT, BUFR, SFLR

0.25%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.25%$25

BALT0.00%$0

BUFR0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFR

BUFR$0 − $10 = −$10

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

KeptFee

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

Overlap: BALT, BUFR, SFLR

Today

0.0%most shared, BUFR and SFLR

BALTBUFRSFLR

BALT—[…][…]

BUFR[…]—0.0%

SFLR[…]0.0%—

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

Return vs Bumpiness: 3 ETFs

+8.9%BUFR, at 7.4% volatility

BALTWorst drop−1.2%2.6% vol

BUFRWorst drop−4.6%7.4% vol

SFLRWorst drop−6.8%10.7% vol

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

Paid More vs Made More

YTD

SFLRBUFR

+3.1%Year to date+7.1%

0.3%Yield0.0%

+3.7%Past year+8.9%

0.89%Fee0.10%

3–1BUFR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026