Compare · 3 funds side by side · dividends reinvested

BALT, BUFS and BUFD

BALTInnovator×BUFSFirst Trust×BUFDFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,188BUFD · best of the three

02 / 04

BALT, BUFS and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+6.1%+7.6%+12.4%+7.2%−3.4%5.8%$2.2B1.5

FT Vest Laddered Small Cap Moderate Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.6%+8.8%[…][…]−4.4%8.3%$200M1.7

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.3B2.0

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 · BUFS 2024 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

BALT

BUFS

FT Vest Laddered Small Cap Moderate Buffer ETF · $200M[…]

$10,000 five years ago, dividends reinvested

BALTMeasureBUFS

+3.8%Year to dateJan 1 → Nov 6+7.6%

+5.5%1 yearTotal return+8.8%

+7.7%3 years · per year$10,000 became $12,479 · […][…]

+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−4.4%

2.6%VolatilityLower is calmer8.3%

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

2–3BUFS 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 BUFS: Top 5 Holdings

Today

BALT

[…]in top 5

BUFS

in top 599.9%

BALTStockBUFS

not top 5SNOV25.6%

not top 5SAUG24.8%

not top 5SFEB24.8%

not top 5SMAY24.8%

Held in common[…]

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

BALT vs BUFS Returns, Every Period

InnovatorBALT

+5.5%

past year

BUFSFirst Trust

+8.8%

past year

BALTBUFSFaded: behind in that period

0–2BUFS wins

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

BALT vs BUFS

YTD

InnovatorBALT

+3.8%

BUFSFirst Trust

+7.6%

+3.8%Year to date+7.6%

−1.2%Worst drop · 1Y−4.4%

2.6%Volatility · 1Y8.3%

0.0%Yield0.0%

$3.3BAssets$200M

2–1BALT wins

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

Cost, Income and Risk

Fees: BALT, BUFS, BUFD

Today

0.10%lowest, BUFS

FundExpense ratioFee$10k

BUFS0.10%$10

BUFD0.10%$10

BALT0.69%$69

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

Yields: BALT, BUFS, BUFD

0.00%highest, BALT

FundTrailing yieldYield$10k

BALT0.00%$0

BUFS0.00%$0

BUFD0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFS

BUFS$0 − $10 = −$10

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

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

Overlap: BALT, BUFS, BUFD

Today

0.0%most shared, BUFS and BUFD

BALTBUFSBUFD

BALT—[…][…]

BUFS[…]—0.0%

BUFD[…]0.0%—

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

Return vs Bumpiness: 3 ETFs

+8.8%BUFS, at 8.3% volatility

BALTWorst drop−1.2%2.6% vol

BUFDWorst drop−3.4%5.8% vol

BUFSWorst drop−4.4%8.3% vol

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

Paid More vs Made More

YTD

BALTBUFS

+3.8%Year to date+7.6%

0.0%Yield0.0%

+5.5%Past year+8.8%

0.69%Fee0.10%

3–0BUFS 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