Compare · 3 funds side by side · dividends reinvested

BALT, DDFS and BUFD

BALTInnovator×DDFSInnovator×BUFDFirst Trust×

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

02 / 04

BALT, DDFS 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%$2.2B1.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B1.9

Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - SeptemberDefined Outcome · Buffer0.79%0.00%+5.2%+7.0%[…][…]−2.3%4.4%$120M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: BALT 2021 · DDFS 2025 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

BALT

DDFS

Innovator ETFs Trust - Innovator Equity Dual Directional 15 Buffer ETF - September · $120M[…]

$10,000 five years ago, dividends reinvested

BALTMeasureDDFS

+4.4%Year to dateJan 1 → Nov 9+5.2%

+6.2%1 yearTotal return+7.0%

+7.7%3 years · per year$10,000 became $12,502 · […][…]

+6.2%5 years · per year$10,000 became $13,532 · […][…]

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−2.3%

2.7%VolatilityLower is calmer4.4%

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

3–2BALT 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 DDFS: Top 5 Holdings

Today

BALT

[…]in top 5

DDFS

in top 595.7%

BALTStockDDFS

not top 5VOO95.7%

Held in common[…]

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

BALT vs DDFS Returns, Every Period

InnovatorBALT

+6.2%

past year

DDFSInnovator

+7.0%

past year

BALTDDFSFaded: behind in that period

0–2DDFS wins

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

BALT vs DDFS

YTD

InnovatorBALT

+4.4%

DDFSInnovator

+5.2%

+4.4%Year to date+5.2%

−1.2%Worst drop · 1Y−2.3%

2.7%Volatility · 1Y4.4%

0.0%Yield0.0%

$3.3BAssets$120M

2–1BALT wins

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

Cost, Income and Risk

Fees: BALT, DDFS, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

DDFS0.79%$79

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

Yields: BALT, DDFS, BUFD

0.00%highest, BALT

FundTrailing yieldYield$10k

BALT0.00%$0

DDFS0.00%$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

BALT$0 − $69 = −$69

DDFS$0 − $79 = −$79

KeptFee

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

Overlap: BALT, DDFS, BUFD

Today

0.0%most shared, DDFS and BUFD

BALTDDFSBUFD

BALT—[…][…]

DDFS[…]—0.0%

BUFD[…]0.0%—

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

Return vs Bumpiness: 3 ETFs

+9.3%BUFD, at 5.9% volatility

BALTWorst drop−1.2%2.7% vol

DDFSWorst drop−2.3%4.4% vol

BUFDWorst drop−3.4%5.9% vol

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

Paid More vs Made More

YTD

BALTBUFD

+4.4%Year to date+7.4%

0.0%Yield0.0%

+6.2%Past year+9.3%

0.69%Fee0.10%

3–0BUFD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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