Compare · 3 funds side by side · dividends reinvested

BUFD, CBLS and BALT

BUFDFirst Trust×CBLSChangebridge×BALTInnovator×

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, CBLS and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+5.9%+7.5%+12.6%+7.2%−3.4%5.8%$2.2B1.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.3B1.9

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.90%+0.2%−0.8%+14.4%+1.5%−19.6%19.5%$48M2.5

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 · CBLS 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

BUFD

CBLS

Clough Hedged Equity ETF · $48M$10,753

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

BUFDMeasureCBLS

+5.9%Year to dateJan 1 → Nov 5+0.2%

+7.5%1 yearTotal return−0.8%

+12.6%3 years · per year$10,000 became $14,277 · $14,970+14.4%

+7.2%5 years · per year$10,000 became $14,149 · $10,753+1.5%

0.10%Expense ratio$10 · $189 a year on $10k · lower is better1.89%

0.00%Trailing 12-mo yield$0 · $90 a year on $10k0.90%

−3.4%Worst dropSmaller is better−19.6%

5.8%VolatilityLower is calmer19.5%

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

6–2BUFD 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 CBLS: Top 5 Holdings

Today

BUFD

41.8%in top 5

CBLS

in top 512.6%

BUFDStockCBLS

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

not top 5SN2.8%

not top 5ROL2.7%

not top 5UNH2.4%

not top 5CMG2.4%

not top 5SCI2.3%

Held in common0.0%

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

BUFD vs CBLS Returns, Every Period

First TrustBUFD

+7.2%

5 years, per year

CBLSChangebridge

+1.5%

5 years, per year

BUFDCBLSFaded: behind in that period

3–1BUFD wins

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

BUFD vs CBLS

YTD

First TrustBUFD

+5.9%

CBLSChangebridge

+0.2%

+5.9%Year to date+0.2%

−3.4%Worst drop · 1Y−19.6%

5.8%Volatility · 1Y19.5%

0.0%Yield0.9%

$2.2BAssets$48.4M

3–1BUFD wins

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

Cost, Income and Risk

Fees: BUFD, CBLS, BALT

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

CBLS1.89%$189

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

Yields: BUFD, CBLS, BALT

0.90%highest, CBLS

FundTrailing yieldYield$10k

CBLS0.90%$90

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

BALT$0 − $69 = −$69

CBLS$90 − $189 = −$99

KeptFee

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

Overlap: BUFD, CBLS, BALT

Today

0.0%most shared, BUFD and CBLS

BUFDCBLSBALT

BUFD—0.0%[…]

CBLS0.0%—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+7.5%BUFD, at 5.8% volatility

BALTWorst drop−1.2%2.6% vol

BUFDWorst drop−3.4%5.8% vol

CBLSWorst drop−19.6%19.5% vol

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

Paid More vs Made More

YTD

CBLSBUFD

+0.2%Year to date+5.9%

0.9%Yield0.0%

−0.8%Past year+7.5%

1.89%Fee0.10%

3–1BUFD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026