Compare · 3 funds side by side · dividends reinvested

BALT, MART and BUFD

BALTInnovator×MARTAllianzIM×BUFDFirst Trust×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,314BUFD · best of the three

Story of the three · IncomeMost incomeBALT · 0.00% · $0 a year on $10k

Story of the three · RiskSmallest drop

BALT, MART and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.5%+8.7%+12.0%+7.4%−3.4%5.9%$2.2B1.6

AllianzIM U.S. Equity Buffer10 Mar ETFDefined Outcome · Buffer0.74%0.00%+10.9%+12.5%+16.2%[…]−5.3%7.9%$29M1.9

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+5.9%+7.6%+6.2%−1.2%2.7%$3.3B2.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: BALT 2021 · MART 2023 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

AllianzIM U.S. Equity Buffer10 Mar ETF · $29M[…]

MART

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,314

$10,000 five years ago, dividends reinvested

MARTMeasure

More Ways to See the Pairs

MART vs BUFD: Top 5 Holdings

Today

MART

[…]in top 5

BUFD

in top 541.8%

MARTStockBUFD

not top 5DNOV8.4%

not top 5DDEC8.4%

not top 5DJAN8.4%

not top 5DOCT8.4%

not top 5DFEB8.4%

Cost, Income and Risk

Fees: BALT, MART, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

MART0.74%$74

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: BALT, MART, BUFD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

BUFD

+10.9%Year to dateJan 1 → Nov 13+7.5%

+12.5%1 yearTotal return+8.7%

+16.2%3 years · per year$10,000 became $15,705 · $14,056+12.0%

[…]5 years · per year$10,000 became […] · $14,314+7.4%

0.74%Expense ratio$74 · $10 a year on $10k · lower is better0.10%

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

−5.3%Worst dropSmaller is better−3.4%

7.9%VolatilityLower is calmer5.9%

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

3–3Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

MART vs BUFD Returns, Every Period

1Y

AllianzIMMART

+12.5%

past year

BUFDFirst Trust

+8.7%

past year

MARTBUFDFaded: behind in that period

3–0MART wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

MART vs BALT

YTD

AllianzIMMART

+10.9%

BALTInnovator

+4.4%

+10.9%Year to date+4.4%

−5.3%Worst drop · 1Y−1.2%

7.9%Volatility · 1Y2.7%

0.0%Yield0.0%

$29.1MAssets$3.3B

2–1BALT wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

0.00%highest, BALT

FundTrailing yieldYield$10k

BALT0.00%$0

MART0.00%$0

BUFD0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

MART$0 − $74 = −$74

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: BALT, MART, BUFD

Today

[…]holdings […]

BALTMARTBUFD

BALT—[…][…]

MART[…]—[…]

BUFD[…][…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.5%MART, at 7.9% volatility

BALTWorst drop−1.2%2.7% vol

BUFDWorst drop−3.4%5.9% vol

MARTWorst drop−5.3%7.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

BALTMART

+4.4%Year to date+10.9%

0.0%Yield0.0%

+5.9%Past year+12.5%

0.69%Fee0.74%

2–1MART wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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BALT, MART and BUFD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three