Compare · 3 funds side by side · dividends reinvested

BJUL, FMAY and BALT

BJULInnovator×FMAYFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,817BJUL · best of the three

02 / 04

BJUL, FMAY and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+8.4%+9.7%+18.0%+11.0%−5.4%7.6%$356M1.6

FT Vest U.S. Equity Buffer ETF - MayDefined Outcome · Buffer0.85%0.00%+6.6%+8.4%+15.2%+8.7%−4.2%7.2%$1.5B2.0

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.3%+5.9%+8.1%+6.2%−1.2%2.3%$3.2B2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: BJUL 2018 · FMAY 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Buffer ETF · $356M$16,817

BJUL

FMAY

FT Vest U.S. Equity Buffer ETF - May · $1.5B$15,173

$10,000 five years ago, dividends reinvested

BJULMeasureFMAY

+8.4%Year to dateJan 1 → Nov 3+6.6%

+9.7%1 yearTotal return+8.4%

+18.0%3 years · per year$10,000 became $16,450 · $15,299+15.2%

+11.0%5 years · per year$10,000 became $16,818 · $15,173+8.7%

0.79%Expense ratio$79 · $85 a year on $10k · lower is better0.85%

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

−5.4%Worst dropSmaller is better−4.2%

7.6%VolatilityLower is calmer7.2%

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

5–2BJUL wins

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

More Ways to See the Pairs

BJUL vs FMAY: Top 5 Holdings

Today

BJUL

[…]in top 5

FMAY

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

BJUL vs FMAY Returns, Every Period

InnovatorBJUL

+11.0%

5 years, per year

FMAYFirst Trust

+8.7%

5 years, per year

BJULFMAYFaded: behind in that period

4–0BJUL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BJUL vs FMAY

YTD

InnovatorBJUL

+8.4%

FMAYFirst Trust

+6.6%

+8.4%Year to date+6.6%

−5.4%Worst drop · 1Y−4.2%

7.6%Volatility · 1Y7.2%

0.0%Yield0.0%

$356MAssets$1.5B

2–1FMAY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BJUL, FMAY, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

BJUL0.79%$79

FMAY0.85%$85

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BJUL, FMAY, BALT

0.00%highest, BJUL

FundTrailing yieldYield$10k

BJUL0.00%$0

FMAY0.00%$0

BALT0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$69most kept, BALT

BALT$0 − $69 = −$69

BJUL$0 − $79 = −$79

FMAY$0 − $85 = −$85

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BJUL, FMAY, BALT

Today

[…]holdings […]

BJULFMAYBALT

BJUL—[…][…]

FMAY[…]—[…]

BALT[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%BJUL, at 7.6% volatility

BALTWorst drop−1.2%2.3% vol

FMAYWorst drop−4.2%7.2% vol

BJULWorst drop−5.4%7.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BJULFMAY

+8.4%Year to date+6.6%

0.0%Yield0.0%

+9.7%Past year+8.4%

0.79%Fee0.85%

3–0BJUL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026