Compare · 3 funds side by side · dividends reinvested

BUFD, FAPR and BALT

BUFDFirst Trust×FAPRFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,639FAPR · best of the three

02 / 04

BUFD, FAPR 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%$2.2B1.6

FT Vest U.S. Equity Buffer ETF - AprilDefined Outcome · Buffer0.85%0.00%+5.4%+7.2%+13.8%+7.9%−3.2%6.2%$1.3B1.9

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.3B2.1

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 · FAPR 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

FAPR

FT Vest U.S. Equity Buffer ETF - April · $1.3B$14,639

$10,000 five years ago, dividends reinvested

BUFDMeasureFAPR

+5.9%Year to dateJan 1 → Nov 5+5.4%

+7.5%1 yearTotal return+7.2%

+12.6%3 years · per year$10,000 became $14,277 · $14,740+13.8%

+7.2%5 years · per year$10,000 became $14,149 · $14,639+7.9%

0.10%Expense ratio$10 · $85 a year on $10k · lower is better0.85%

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

−3.4%Worst dropSmaller is better−3.2%

5.8%VolatilityLower is calmer6.2%

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

4–3BUFD 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 FAPR: Top 5 Holdings

Today

BUFD

41.8%in top 5

FAPR

in top 5[…]

BUFDStockFAPR

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 FAPR Returns, Every Period

First TrustBUFD

+7.2%

5 years, per year

FAPRFirst Trust

+7.9%

5 years, per year

BUFDFAPRFaded: behind in that period

2–2Level

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

BUFD vs FAPR

YTD

First TrustBUFD

+5.9%

FAPRFirst Trust

+5.4%

+5.9%Year to date+5.4%

−3.4%Worst drop · 1Y−3.2%

5.8%Volatility · 1Y6.2%

0.0%Yield0.0%

$2.2BAssets$1.3B

2–1BUFD wins

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

Cost, Income and Risk

Fees: BUFD, FAPR, BALT

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

FAPR0.85%$85

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

Yields: BUFD, FAPR, BALT

0.00%highest, BUFD

FundTrailing yieldYield$10k

BUFD0.00%$0

FAPR0.00%$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

FAPR$0 − $85 = −$85

KeptFee

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

Overlap: BUFD, FAPR, BALT

Today

[…]holdings […]

BUFDFAPRBALT

BUFD—[…][…]

FAPR[…]—[…]

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

FAPRWorst drop−3.2%6.2% vol

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

Paid More vs Made More

YTD

BUFDFAPR

+5.9%Year to date+5.4%

0.0%Yield0.0%

+7.5%Past year+7.2%

0.10%Fee0.85%

3–0BUFD 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