Compare · 3 funds side by side · dividends reinvested

BALT, CBLS and BUFD

BALTInnovator×CBLSChangebridge×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, CBLS 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

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

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.90%−0.1%−1.3%+14.0%+1.3%−21.2%19.9%$31M2.5

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 · CBLS 2020 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

BALT

CBLS

Clough Hedged Equity ETF · $31M$10,693

$10,000 five years ago, dividends reinvested

BALTMeasureCBLS

+3.8%Year to dateJan 1 → Nov 6−0.1%

+5.5%1 yearTotal return−1.3%

+7.7%3 years · per year$10,000 became $12,479 · $14,811+14.0%

+6.1%5 years · per year$10,000 became $13,449 · $10,693+1.3%

0.69%Expense ratio$69 · $189 a year on $10k · lower is better1.89%

0.00%Trailing 12-mo yield$0 · $90 a year on $10k0.90%

−1.2%Worst dropSmaller is better−21.2%

2.6%VolatilityLower is calmer19.9%

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

6–2BALT 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 CBLS: Top 5 Holdings

Today

BALT

[…]in top 5

CBLS

in top 514.9%

BALTStockCBLS

not top 5ROL3.3%

not top 5SN3.2%

not top 5CMG2.9%

not top 5UNH2.8%

not top 5PHM2.7%

Held in common[…]

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

BALT vs CBLS Returns, Every Period

InnovatorBALT

+6.1%

5 years, per year

CBLSChangebridge

+1.3%

5 years, per year

BALTCBLSFaded: behind in that period

3–1BALT wins

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

BALT vs CBLS

YTD

InnovatorBALT

+3.8%

CBLSChangebridge

−0.1%

+3.8%Year to date−0.1%

−1.2%Worst drop · 1Y−21.2%

2.6%Volatility · 1Y19.9%

0.0%Yield0.9%

$3.3BAssets$30.8M

3–1BALT wins

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

Cost, Income and Risk

Fees: BALT, CBLS, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

CBLS1.89%$189

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

Yields: BALT, CBLS, BUFD

0.90%highest, CBLS

FundTrailing yieldYield$10k

CBLS0.90%$90

BALT0.00%$0

BUFD0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

CBLS$90 − $189 = −$99

KeptFee

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

Overlap: BALT, CBLS, BUFD

Today

0.0%most shared, CBLS and BUFD

BALTCBLSBUFD

BALT—[…][…]

CBLS[…]—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

+7.6%BUFD, at 5.8% volatility

BALTWorst drop−1.2%2.6% vol

BUFDWorst drop−3.4%5.8% vol

CBLSWorst drop−21.2%19.9% vol

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

Paid More vs Made More

YTD

CBLSBUFD

−0.1%Year to date+6.1%

0.9%Yield0.0%

−1.3%Past year+7.6%

1.89%Fee0.10%

3–1BUFD 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