Compare · 2 funds side by side · dividends reinvested

BUFD and BALT

BUFDFirst Trust×BALTInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,509BUFD · best of the two

02 / 04

BUFD and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.4%+8.9%+13.6%+7.6%−3.4%5.2%$2.2B1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.3%+5.9%+8.1%+6.2%−1.2%2.3%$3.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BUFD 2021 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Deep Buffer ETF · $2.2B$14,509

BUFD

BALT

Innovator Defined Wealth Shield ETF · $3.2B$13,578

$10,000 five years ago, dividends reinvested

BUFDMeasureBALT

+7.4%Year to dateJan 1 → Nov 4+4.3%

+8.9%1 yearTotal return+5.9%

+13.6%3 years · per year$10,000 became $14,657 · $12,621+8.1%

+7.6%5 years · per year$10,000 became $14,420 · $13,514+6.2%

0.10%Expense ratio$10 · $69 a year on $10k · lower is better0.69%

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

−3.4%Worst dropSmaller is better−1.2%

5.2%VolatilityLower is calmer2.3%

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

5–2BUFD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BUFD vs BALT: Top 5 Holdings

Today

BUFD

41.8%in top 5

BALT

in top 5[…]

BUFDStockBALT

8.4%DNOVnot top 5

8.4%DOCTnot top 5

8.4%DMARnot top 5

8.3%DFEBnot top 5

8.3%DDECnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

BUFD vs BALT Returns, Every Period

First TrustBUFD

+7.6%

5 years, per year

BALTInnovator

+6.2%

5 years, per year

BUFDBALTFaded: behind in that period

4–0BUFD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BUFD vs BALT

YTD

First TrustBUFD

+7.4%

BALTInnovator

+4.3%

+7.4%Year to date+4.3%

−3.4%Worst drop · 1Y−1.2%

5.2%Volatility · 1Y2.3%

0.0%Yield0.0%

$2.2BAssets$3.2B

2–1BALT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUFD, BALT

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BUFD, BALT

0.00%highest, BUFD

FundTrailing yieldYield$10k

BUFD0.00%$0

BALT0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BUFD, BALT

Today

[…]holdings […]

BUFDBALT

BUFD—[…]

BALT[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.9%BUFD, at 5.2% volatility

BALTWorst drop−1.2%2.3% vol

BUFDWorst drop−3.4%5.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BUFDBALT

+7.4%Year to date+4.3%

0.0%Yield0.0%

+8.9%Past year+5.9%

0.10%Fee0.69%

3–0BUFD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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 4, 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 4, 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 4, 2026