Compare · 3 funds side by side · dividends reinvested

BALT, DDFD and BUFD

BALTInnovator×DDFDInnovator×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, DDFD 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%$2.2B1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.2B1.8

Innovator Equity Dual Directional 15 Buffer ETF - DecemberDefined Outcome · Buffer0.79%0.00%+5.8%[…][…][…][…][…]$93M2.0

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 · DDFD 2025 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Defined Wealth Shield ETF · $3.2B$13,449

BALT

DDFD

Innovator Equity Dual Directional 15 Buffer ETF - December · $93M[…]

$10,000 five years ago, dividends reinvested

BALTMeasureDDFD

+3.8%Year to dateJan 1 → Nov 6+5.8%

+5.5%1 yearTotal return[…]

+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 · $79 a year on $10k · lower is better0.79%

0.00%Trailing 12-mo yield$0 · $0 a year on $10k0.00%

−1.2%Worst dropSmaller is better[…]

2.6%VolatilityLower is calmer[…]

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

1–1Level

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 DDFD: Top 5 Holdings

Today

BALT

[…]in top 5

DDFD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

BALT vs DDFD Returns, Every Period

InnovatorBALT

+5.5%

past year

DDFDInnovator

[…]

past year

BALTDDFDFaded: behind in that period

0–1DDFD wins

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

BALT vs DDFD

YTD

InnovatorBALT

+3.8%

DDFDInnovator

+5.8%

+3.8%Year to date+5.8%

−1.2%Worst drop · 1Y[…]

2.6%Volatility · 1Y[…]

0.0%Yield0.0%

$3.2BAssets$93.5M

1–0DDFD wins

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

Cost, Income and Risk

Fees: BALT, DDFD, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

DDFD0.79%$79

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

Yields: BALT, DDFD, BUFD

0.00%highest, BALT

FundTrailing yieldYield$10k

BALT0.00%$0

DDFD0.00%$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

DDFD$0 − $79 = −$79

KeptFee

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

Overlap: BALT, DDFD, BUFD

Today

[…]holdings […]

BALTDDFDBUFD

BALT—[…][…]

DDFD[…]—[…]

BUFD[…][…]—

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

DDFDWorst drop[…][…]

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

Paid More vs Made More

YTD

BALTBUFD

+3.8%Year to date+6.1%

0.0%Yield0.0%

+5.5%Past year+7.6%

0.69%Fee0.10%

3–0BUFD 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%

$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