Compare · 3 funds side by side · dividends reinvested

BUFD, BALT and SFLR

BUFDFirst Trust×BALTInnovator×SFLRInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,149BUFD · best of the three

02 / 04

BUFD, BALT and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+8.4%+9.8%+13.6%+7.7%−3.4%5.3%$2.2B1.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$3.3B2.1

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.24%+6.7%+6.6%+16.7%[…]−6.8%10.0%$2.2B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: BUFD 2021 · BALT 2021 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Deep Buffer ETF · $2.2B$14,149

BUFD

BALT

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

$10,000 five years ago, dividends reinvested

BUFDMeasureBALT

+8.4%Year to dateJan 1 → Nov 5+4.7%

+9.8%1 yearTotal return+6.3%

+13.6%3 years · per year$10,000 became $14,662 · $12,644+8.1%

+7.7%5 years · per year$10,000 became $14,509 · $13,578+6.3%

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%

5.3%VolatilityLower is calmer2.4%

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

5–2BUFD wins

End-of-day Nov 5, 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%DOCTnot top 5

8.4%DNOVnot top 5

8.4%DDECnot top 5

8.4%DJANnot top 5

8.3%DFEBnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

BUFD vs BALT Returns, Every Period

First TrustBUFD

+7.7%

5 years, per year

BALTInnovator

+6.3%

5 years, per year

BUFDBALTFaded: behind in that period

4–0BUFD wins

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

BUFD vs SFLR

YTD

First TrustBUFD

+8.4%

SFLRInnovator

+6.7%

+8.4%Year to date+6.7%

−3.4%Worst drop · 1Y−6.8%

5.3%Volatility · 1Y10.0%

0.0%Yield0.2%

$2.2BAssets$2.2B

3–1BUFD wins

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

Cost, Income and Risk

Fees: BUFD, BALT, SFLR

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

SFLR0.89%$89

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

Yields: BUFD, BALT, SFLR

0.24%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.24%$24

BUFD0.00%$0

BALT0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

SFLR$24 − $89 = −$65

BALT$0 − $69 = −$69

KeptFee

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

Overlap: BUFD, BALT, SFLR

Today

0.0%most shared, BUFD and SFLR

BUFDBALTSFLR

BUFD—[…]0.0%

BALT[…]—[…]

SFLR0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+9.8%BUFD, at 5.3% volatility

BALTWorst drop−1.2%2.4% vol

BUFDWorst drop−3.4%5.3% vol

SFLRWorst drop−6.8%10.0% vol

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

Paid More vs Made More

YTD

SFLRBUFD

+6.7%Year to date+8.4%

0.2%Yield0.0%

+6.6%Past year+9.8%

0.89%Fee0.10%

3–1BUFD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026