Compare · 3 funds side by side · dividends reinvested

BALT, DECT and BUFR

BALTInnovator×DECTAllianzIM×BUFRFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,495BUFR · best of the three

02 / 04

BALT, DECT and BUFR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.0%+9.1%+15.0%+9.2%−4.6%7.4%$11.1B1.4

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.2B2.0

AllianzIM U.S. Equity Buffer10 Dec ETFDefined Outcome · Buffer0.74%0.00%+6.4%+8.8%+15.2%[…]−6.1%9.8%$36M2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: BALT 2021 · DECT 2022 · BUFR 2020

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Defined Wealth Shield ETF · $3.2B$13,426

BALT

DECT

AllianzIM U.S. Equity Buffer10 Dec ETF · $36M[…]

$10,000 five years ago, dividends reinvested

BALTMeasureDECT

+3.6%Year to dateJan 1 → Nov 5+6.4%

+5.3%1 yearTotal return+8.8%

+7.7%3 years · per year$10,000 became $12,498 · $15,270+15.2%

+6.1%5 years · per year$10,000 became $13,426 · […][…]

0.69%Expense ratio$69 · $74 a year on $10k · lower is better0.74%

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

−1.2%Worst dropSmaller is better−6.1%

2.6%VolatilityLower is calmer9.8%

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

3–3Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BALT vs DECT: Top 5 Holdings

Today

BALT

[…]in top 5

DECT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

BALT vs DECT Returns, Every Period

InnovatorBALT

+5.3%

past year

DECTAllianzIM

+8.8%

past year

BALTDECTFaded: behind in that period

0–3DECT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BALT vs DECT

YTD

InnovatorBALT

+3.6%

DECTAllianzIM

+6.4%

+3.6%Year to date+6.4%

−1.2%Worst drop · 1Y−6.1%

2.6%Volatility · 1Y9.8%

0.0%Yield0.0%

$3.2BAssets$36.1M

2–1BALT wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BALT, DECT, BUFR

Today

0.10%lowest, BUFR

FundExpense ratioFee$10k

BUFR0.10%$10

BALT0.69%$69

DECT0.74%$74

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BALT, DECT, BUFR

0.00%highest, BALT

FundTrailing yieldYield$10k

BALT0.00%$0

DECT0.00%$0

BUFR0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFR

BUFR$0 − $10 = −$10

BALT$0 − $69 = −$69

DECT$0 − $74 = −$74

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BALT, DECT, BUFR

Today

[…]holdings […]

BALTDECTBUFR

BALT—[…][…]

DECT[…]—[…]

BUFR[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.1%BUFR, at 7.4% volatility

BALTWorst drop−1.2%2.6% vol

BUFRWorst drop−4.6%7.4% vol

DECTWorst drop−6.1%9.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BALTBUFR

+3.6%Year to date+7.0%

0.0%Yield0.0%

+5.3%Past year+9.1%

0.69%Fee0.10%

3–0BUFR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026