Compare · 3 funds side by side · dividends reinvested

BAUG, BUFD and BALT

BAUGInnovator×BUFDFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,498BAUG · best of the three

02 / 04

BAUG, BUFD and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+7.8%+9.3%+18.1%+10.5%−5.7%8.3%$261M1.8

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+6.1%+7.6%+12.4%+7.2%−3.4%5.8%$2.2B1.8

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.2B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: BAUG 2019 · BUFD 2021 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Buffer ETF · $261M$16,498

BAUG

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,188

$10,000 five years ago, dividends reinvested

BAUGMeasureBUFD

+7.8%Year to dateJan 1 → Nov 6+6.1%

+9.3%1 yearTotal return+7.6%

+18.1%3 years · per year$10,000 became $16,473 · $14,188+12.4%

+10.5%5 years · per year$10,000 became $16,498 · $14,188+7.2%

0.79%Expense ratio$79 · $10 a year on $10k · lower is better0.10%

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

−5.7%Worst dropSmaller is better−3.4%

8.3%VolatilityLower is calmer5.8%

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

4–3BAUG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BAUG vs BUFD: Top 5 Holdings

Today

BAUG

[…]in top 5

BUFD

in top 541.9%

BAUGStockBUFD

not top 5DNOV8.4%

not top 5DMAR8.4%

not top 5DOCT8.4%

not top 5DFEB8.3%

not top 5DDEC8.3%

Held in common[…]

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

BAUG vs BUFD Returns, Every Period

InnovatorBAUG

+10.5%

5 years, per year

BUFDFirst Trust

+7.2%

5 years, per year

BAUGBUFDFaded: behind in that period

4–0BAUG wins

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

BAUG vs BUFD

YTD

InnovatorBAUG

+7.8%

BUFDFirst Trust

+6.1%

+7.8%Year to date+6.1%

−5.7%Worst drop · 1Y−3.4%

8.3%Volatility · 1Y5.8%

0.0%Yield0.0%

$261MAssets$2.2B

2–1BUFD wins

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

Cost, Income and Risk

Fees: BAUG, BUFD, BALT

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

BAUG0.79%$79

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

Yields: BAUG, BUFD, BALT

0.00%highest, BAUG

FundTrailing yieldYield$10k

BAUG0.00%$0

BUFD0.00%$0

BALT0.00%$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

BAUG$0 − $79 = −$79

KeptFee

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

Overlap: BAUG, BUFD, BALT

Today

[…]holdings […]

BAUGBUFDBALT

BAUG—[…][…]

BUFD[…]—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+9.3%BAUG, at 8.3% volatility

BALTWorst drop−1.2%2.6% vol

BUFDWorst drop−3.4%5.8% vol

BAUGWorst drop−5.7%8.3% vol

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

Paid More vs Made More

YTD

BAUGBUFD

+7.8%Year to date+6.1%

0.0%Yield0.0%

+9.3%Past year+7.6%

0.79%Fee0.10%

2–1BAUG 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