Compare · 3 funds side by side · dividends reinvested

BALT, SIXF and BUFD

BALTInnovator×SIXFAllianzIM×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, SIXF 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%$2.2B1.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.2B1.9

AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETFDefined Outcome · Buffer0.74%0.00%+8.5%+10.4%[…][…]−4.8%6.9%$53M2.0

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 · SIXF 2024 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

BALT

SIXF

AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF · $53M[…]

$10,000 five years ago, dividends reinvested

BALTMeasureSIXF

+3.8%Year to dateJan 1 → Nov 6+8.5%

+5.5%1 yearTotal return+10.4%

+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 · $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−4.8%

2.6%VolatilityLower is calmer6.9%

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

3–2BALT wins

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 SIXF: Top 5 Holdings

Today

BALT

[…]in top 5

SIXF

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

BALT vs SIXF Returns, Every Period

InnovatorBALT

+5.5%

past year

SIXFAllianzIM

+10.4%

past year

BALTSIXFFaded: behind in that period

0–2SIXF wins

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

BALT vs SIXF

YTD

InnovatorBALT

+3.8%

SIXFAllianzIM

+8.5%

+3.8%Year to date+8.5%

−1.2%Worst drop · 1Y−4.8%

2.6%Volatility · 1Y6.9%

0.0%Yield0.0%

$3.2BAssets$52.6M

2–1BALT wins

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

Cost, Income and Risk

Fees: BALT, SIXF, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

SIXF0.74%$74

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

Yields: BALT, SIXF, BUFD

0.00%highest, BALT

FundTrailing yieldYield$10k

BALT0.00%$0

SIXF0.00%$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

SIXF$0 − $74 = −$74

KeptFee

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

Overlap: BALT, SIXF, BUFD

Today

[…]holdings […]

BALTSIXFBUFD

BALT—[…][…]

SIXF[…]—[…]

BUFD[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.4%SIXF, at 6.9% volatility

BALTWorst drop−1.2%2.6% vol

BUFDWorst drop−3.4%5.8% vol

SIXFWorst drop−4.8%6.9% vol

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

Paid More vs Made More

YTD

BALTSIXF

+3.8%Year to date+8.5%

0.0%Yield0.0%

+5.5%Past year+10.4%

0.69%Fee0.74%

2–1SIXF 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