Compare · 2 funds side by side · dividends reinvested

BUFD and BALT

Not found: DFEB

BUFDFirst Trust×BALTInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,149BUFD · 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%+5.9%+7.5%+12.6%+7.2%−3.4%5.8%$2.2B1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$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 5, 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$14,149

BUFD

BALT

Innovator Defined Wealth Shield ETF · $3.2B$13,426

$10,000 five years ago, dividends reinvested

BUFDMeasureBALT

+5.9%Year to dateJan 1 → Nov 5+3.6%

+7.5%1 yearTotal return+5.3%

+12.6%3 years · per year$10,000 became $14,277 · $12,498+7.7%

+7.2%5 years · per year$10,000 became $14,149 · $13,426+6.1%

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%

5.8%VolatilityLower is calmer2.6%

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

+7.2%

5 years, per year

BALTInnovator

+6.1%

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 BALT

YTD

First TrustBUFD

+5.9%

BALTInnovator

+3.6%

+5.9%Year to date+3.6%

−3.4%Worst drop · 1Y−1.2%

5.8%Volatility · 1Y2.6%

0.0%Yield0.0%

$2.2BAssets$3.2B

2–1BALT wins

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

Overlap: BUFD, BALT

Today

[…]holdings […]

BUFDBALT

BUFD—[…]

BALT[…]—

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

Return vs Bumpiness: 2 ETFs

+7.5%BUFD, at 5.8% volatility

BALTWorst drop−1.2%2.6% vol

BUFDWorst drop−3.4%5.8% vol

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

Paid More vs Made More

YTD

BUFDBALT

+5.9%Year to date+3.6%

0.0%Yield0.0%

+7.5%Past year+5.3%

0.10%Fee0.69%

3–0BUFD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026