Compare · 3 funds side by side · dividends reinvested

BALT, SIXF and BUFR

BALTInnovator×SIXFAllianzIM×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, SIXF 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%$10.9B1.6

AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETFDefined Outcome · Buffer0.74%0.00%+8.3%+10.6%[…][…]−4.8%6.9%$54M1.8

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.3B1.9

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 · SIXF 2024 · BUFR 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

BALT

SIXF

AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF · $54M[…]

$10,000 five years ago, dividends reinvested

BALTMeasureSIXF

+3.6%Year to dateJan 1 → Nov 5+8.3%

+5.3%1 yearTotal return+10.6%

+7.7%3 years · per year$10,000 became $12,498 · […][…]

+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−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 5, 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 5, 2026 · share of each fund

BALT vs SIXF Returns, Every Period

InnovatorBALT

+5.3%

past year

SIXFAllianzIM

+10.6%

past year

BALTSIXFFaded: behind in that period

0–2SIXF wins

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

BALT vs SIXF

YTD

InnovatorBALT

+3.6%

SIXFAllianzIM

+8.3%

+3.6%Year to date+8.3%

−1.2%Worst drop · 1Y−4.8%

2.6%Volatility · 1Y6.9%

0.0%Yield0.0%

$3.3BAssets$54.0M

2–1BALT wins

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

Cost, Income and Risk

Fees: BALT, SIXF, BUFR

Today

0.10%lowest, BUFR

FundExpense ratioFee$10k

BUFR0.10%$10

BALT0.69%$69

SIXF0.74%$74

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

Yields: BALT, SIXF, BUFR

0.00%highest, BALT

FundTrailing yieldYield$10k

BALT0.00%$0

SIXF0.00%$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

SIXF$0 − $74 = −$74

KeptFee

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

Overlap: BALT, SIXF, BUFR

Today

[…]holdings […]

BALTSIXFBUFR

BALT—[…][…]

SIXF[…]—[…]

BUFR[…][…]—

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

Return vs Bumpiness: 3 ETFs

+10.6%SIXF, at 6.9% volatility

BALTWorst drop−1.2%2.6% vol

SIXFWorst drop−4.8%6.9% vol

BUFRWorst drop−4.6%7.4% vol

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

Paid More vs Made More

YTD

BALTSIXF

+3.6%Year to date+8.3%

0.0%Yield0.0%

+5.3%Past year+10.6%

0.69%Fee0.74%

2–1SIXF 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