Compare · 3 funds side by side · dividends reinvested

BUFD, APRT and BALT

BUFDFirst Trust×APRTAllianzIM×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,096APRT · best of the three

02 / 04

BUFD, APRT and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AllianzIM U.S. Equity Buffer10 Apr ETFDefined Outcome · Buffer0.74%0.00%+11.7%+13.6%+15.0%+10.0%−2.1%5.6%$47M1.5

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+6.1%+7.6%+12.4%+7.2%−3.4%5.8%$2.2B2.0

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: BUFD 2021 · APRT 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

BUFD

APRT

AllianzIM U.S. Equity Buffer10 Apr ETF · $47M$16,096

$10,000 five years ago, dividends reinvested

BUFDMeasureAPRT

+6.1%Year to dateJan 1 → Nov 6+11.7%

+7.6%1 yearTotal return+13.6%

+12.4%3 years · per year$10,000 became $14,188 · $15,211+15.0%

+7.2%5 years · per year$10,000 became $14,188 · $16,096+10.0%

0.10%Expense ratio$10 · $74 a year on $10k · lower is better0.74%

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

−3.4%Worst dropSmaller is better−2.1%

5.8%VolatilityLower is calmer5.6%

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

1–6APRT wins

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

More Ways to See the Pairs

BUFD vs APRT: Top 5 Holdings

Today

BUFD

41.9%in top 5

APRT

in top 5[…]

BUFDStockAPRT

8.4%DNOVnot top 5

8.4%DMARnot top 5

8.4%DOCTnot top 5

8.3%DFEBnot top 5

8.3%DDECnot top 5

Held in common[…]

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

BUFD vs APRT Returns, Every Period

First TrustBUFD

+7.2%

5 years, per year

APRTAllianzIM

+10.0%

5 years, per year

BUFDAPRTFaded: behind in that period

0–4APRT wins

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

BUFD vs APRT

YTD

First TrustBUFD

+6.1%

APRTAllianzIM

+11.7%

+6.1%Year to date+11.7%

−3.4%Worst drop · 1Y−2.1%

5.8%Volatility · 1Y5.6%

0.0%Yield0.0%

$2.2BAssets$47.4M

3–0APRT wins

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

Cost, Income and Risk

Fees: BUFD, APRT, BALT

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

APRT0.74%$74

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

Yields: BUFD, APRT, BALT

0.00%highest, BUFD

FundTrailing yieldYield$10k

BUFD0.00%$0

APRT0.00%$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

APRT$0 − $74 = −$74

KeptFee

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

Overlap: BUFD, APRT, BALT

Today

[…]holdings […]

BUFDAPRTBALT

BUFD—[…][…]

APRT[…]—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+13.6%APRT, at 5.6% volatility

BALTWorst drop−1.2%2.6% vol

APRTWorst drop−2.1%5.6% vol

BUFDWorst drop−3.4%5.8% vol

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

Paid More vs Made More

YTD

BUFDAPRT

+6.1%Year to date+11.7%

0.0%Yield0.0%

+7.6%Past year+13.6%

0.10%Fee0.74%

2–1APRT 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