Compare · 3 funds side by side · dividends reinvested

BUFD, BUFR and BALT

BUFDFirst Trust×BUFRFirst Trust×BALTInnovator×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,700BUFR · best of the three

Story of the three · IncomeMost incomeBUFD · 0.00% · $0 a year on $10k

Story of the three · RiskSmallest drop

BUFD, BUFR and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+8.7%+10.9%+14.5%+9.4%−4.6%7.6%$10.8B1.5

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.2%+9.1%+12.0%+7.4%−3.4%5.9%$2.2B1.8

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.2%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: BUFD 2021 · BUFR 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FT Vest Laddered Deep Buffer ETF · $2.2B$14,294

BUFD

BUFR

FT Vest Laddered Buffer ETF · $10.8B$15,700

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BUFD

More Ways to See the Pairs

BUFD vs BUFR: Top 5 Holdings

Today

BUFD

41.8%in top 5

BUFR

in top 541.9%

BUFDStockBUFR

not top 5FOCT8.4%

8.4%DNOVnot top 5

not top 5FNOV8.4%

not top 5FMAR8.4%

8.4%DMARnot top 5

Cost, Income and Risk

Fees: BUFD, BUFR, BALT

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BUFR0.10%$10

BALT0.69%$69

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

Yields: BUFD, BUFR, BALT

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

BUFR

+7.2%Year to dateJan 1 → Nov 10+8.7%

+9.1%1 yearTotal return+10.9%

+12.0%3 years · per year$10,000 became $14,068 · $15,016+14.5%

+7.4%5 years · per year$10,000 became $14,294 · $15,700+9.4%

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

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

−3.4%Worst dropSmaller is better−4.6%

5.9%VolatilityLower is calmer7.6%

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

2–4BUFR wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

8.4%DOCTnot top 5

8.4%DDECnot top 5

not top 5FSEP8.4%

8.3%DJANnot top 5

not top 5FDEC8.3%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

BUFD vs BUFR Returns, Every Period

5Y

First TrustBUFD

+7.4%

5 years, per year

BUFRFirst Trust

+9.4%

5 years, per year

BUFDBUFRFaded: behind in that period

0–4BUFR wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

BUFD vs BUFR

YTD

First TrustBUFD

+7.2%

BUFRFirst Trust

+8.7%

+7.2%Year to date+8.7%

−3.4%Worst drop · 1Y−4.6%

5.9%Volatility · 1Y7.6%

0.0%Yield0.0%

$2.2BAssets$10.8B

2–1BUFD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

0.00%highest, BUFD

FundTrailing yieldYield$10k

BUFD0.00%$0

BUFR0.00%$0

BALT0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BUFR$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: BUFD, BUFR, BALT

Today

0.0%most shared, BUFD and BUFR

BUFDBUFRBALT

BUFD—0.0%[…]

BUFR0.0%—[…]

BALT[…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.9%BUFR, at 7.6% volatility

BALTWorst drop−1.2%2.7% vol

BUFDWorst drop−3.4%5.9% vol

BUFRWorst drop−4.6%7.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

BUFDBUFR

+7.2%Year to date+8.7%

0.0%Yield0.0%

+9.1%Past year+10.9%

0.10%Fee0.10%

2–0BUFR wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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BUFD, BUFR and BALT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three