Compare · 4 funds side by side · dividends reinvested

BALT, CBLS, SFLR and BUFD

BALTInnovator×CBLSChangebridge×SFLRInnovator×BUFDFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,347BUFD · best of the four

02 / 04

BALT, CBLS, SFLR and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.4%+9.3%+12.5%+7.5%−3.4%5.9%$2.2B1.8

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+5.3%+7.0%+15.4%[…]−6.8%10.8%$2.2B2.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B2.4

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.87%+3.2%+2.0%+15.0%+1.8%−21.2%20.1%$31M3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: BALT 2021 · CBLS 2020 · SFLR 2022 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Defined Wealth Shield ETF · $3.3B$13,532

BALT

CBLS

Clough Hedged Equity ETF · $31M$10,933

$10,000 five years ago, dividends reinvested

BALTMeasureCBLS

+4.4%Year to dateJan 1 → Nov 9+3.2%

+6.2%1 yearTotal return+2.0%

+7.7%3 years · per year$10,000 became $12,502 · $15,220+15.0%

+6.2%5 years · per year$10,000 became $13,532 · $10,933+1.8%

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

0.00%Trailing 12-mo yield$0 · $87 a year on $10k0.87%

−1.2%Worst dropSmaller is better−21.2%

2.7%VolatilityLower is calmer20.1%

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

6–2BALT wins

End-of-day Nov 9, 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 515.6%

BALTStockCBLS

not top 5SN3.4%

not top 5ROL3.2%

not top 5UNH3.1%

not top 5SITM3.0%

not top 5SCI2.9%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

BALT vs CBLS Returns, Every Period

InnovatorBALT

+6.2%

5 years, per year

CBLSChangebridge

+1.8%

5 years, per year

BALTCBLSFaded: behind in that period

3–1BALT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

BALT vs CBLS

YTD

InnovatorBALT

+4.4%

CBLSChangebridge

+3.2%

+4.4%Year to date+3.2%

−1.2%Worst drop · 1Y−21.2%

2.7%Volatility · 1Y20.1%

0.0%Yield0.9%

$3.3BAssets$30.8M

3–1BALT wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BALT, CBLS, SFLR, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

SFLR0.89%$89

CBLS1.89%$189

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BALT, CBLS, SFLR, BUFD

0.87%highest, CBLS

FundTrailing yieldYield$10k

CBLS0.87%$87

SFLR0.25%$25

BALT0.00%$0

BUFD0.00%$0

End-of-day Nov 9, 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

CBLS$87 − $189 = −$102

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BALT, CBLS, SFLR, BUFD

Today

15.6%most shared, CBLS and SFLR

BALTCBLSSFLRBUFD

BALT—[…][…][…]

CBLS[…]—15.6%0.0%

SFLR[…]15.6%—0.0%

BUFD[…]0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+9.3%BUFD, at 5.9% volatility

BALTWorst drop−1.2%2.7% vol

BUFDWorst drop−3.4%5.9% vol

SFLRWorst drop−6.8%10.8% vol

CBLSWorst drop−21.2%20.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CBLSBUFD

+3.2%Year to date+7.4%

0.9%Yield0.0%

+2.0%Past year+9.3%

1.89%Fee0.10%

3–1BUFD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026