Compare · 3 funds side by side · dividends reinvested

BALT, DFEB and BUFD

BALTInnovator×DFEBFirst Trust×BUFDFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,568DFEB · best of the three

02 / 04

BALT, DFEB and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Deep Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%+6.6%+8.7%+14.1%+7.8%−4.1%5.7%$456M1.6

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+5.9%+7.5%+12.6%+7.2%−3.4%5.8%$2.2B1.9

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.3B2.1

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 · DFEB 2020 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Defined Wealth Shield ETF · $3.3B$13,426

BALT

DFEB

FT Vest U.S. Equity Deep Buffer ETF - February · $456M$14,568

$10,000 five years ago, dividends reinvested

BALTMeasureDFEB

+3.6%Year to dateJan 1 → Nov 5+6.6%

+5.3%1 yearTotal return+8.7%

+7.7%3 years · per year$10,000 became $12,498 · $14,835+14.1%

+6.1%5 years · per year$10,000 became $13,426 · $14,568+7.8%

0.69%Expense ratio$69 · $85 a year on $10k · lower is better0.85%

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

−1.2%Worst dropSmaller is better−4.1%

2.6%VolatilityLower is calmer5.7%

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

3–4DFEB wins

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 DFEB: Top 5 Holdings

Today

BALT

[…]in top 5

DFEB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

BALT vs DFEB Returns, Every Period

InnovatorBALT

+6.1%

5 years, per year

DFEBFirst Trust

+7.8%

5 years, per year

BALTDFEBFaded: behind in that period

0–4DFEB wins

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

BALT vs DFEB

YTD

InnovatorBALT

+3.6%

DFEBFirst Trust

+6.6%

+3.6%Year to date+6.6%

−1.2%Worst drop · 1Y−4.1%

2.6%Volatility · 1Y5.7%

0.0%Yield0.0%

$3.3BAssets$456M

2–1BALT wins

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

Cost, Income and Risk

Fees: BALT, DFEB, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

DFEB0.85%$85

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

Yields: BALT, DFEB, BUFD

0.00%highest, BALT

FundTrailing yieldYield$10k

BALT0.00%$0

DFEB0.00%$0

BUFD0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

DFEB$0 − $85 = −$85

KeptFee

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

Overlap: BALT, DFEB, BUFD

Today

[…]holdings […]

BALTDFEBBUFD

BALT—[…][…]

DFEB[…]—[…]

BUFD[…][…]—

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

Return vs Bumpiness: 3 ETFs

+8.7%DFEB, at 5.7% volatility

BALTWorst drop−1.2%2.6% vol

DFEBWorst drop−4.1%5.7% vol

BUFDWorst drop−3.4%5.8% vol

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

Paid More vs Made More

YTD

BALTDFEB

+3.6%Year to date+6.6%

0.0%Yield0.0%

+5.3%Past year+8.7%

0.69%Fee0.85%

2–1DFEB 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026