Compare · 2 funds side by side · dividends reinvested

BUFG and BALT

BUFGFirst Trust×BALTInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,564BUFG · best of the two

02 / 04

BUFG and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Buffered Allocation Growth ETFDefined Outcome · Buffer0.20%0.00%+6.2%+7.6%+14.4%+7.8%−5.7%8.3%$324M1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.3B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BUFG 2021 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Buffered Allocation Growth ETF · $324M$14,564

BUFG

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,449

$10,000 five years ago, dividends reinvested

BUFGMeasureBALT

+6.2%Year to dateJan 1 → Nov 6+3.8%

+7.6%1 yearTotal return+5.5%

+14.4%3 years · per year$10,000 became $14,967 · $12,479+7.7%

+7.8%5 years · per year$10,000 became $14,564 · $13,449+6.1%

0.20%Expense ratio$20 · $69 a year on $10k · lower is better0.69%

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

−5.7%Worst dropSmaller is better−1.2%

8.3%VolatilityLower is calmer2.6%

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

5–2BUFG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BUFG vs BALT: Top 5 Holdings

Today

BUFG

74.0%in top 5

BALT

in top 5[…]

BUFGStockBALT

15.1%FAUGnot top 5

15.0%FMAYnot top 5

14.7%FSEPnot top 5

14.7%FJUNnot top 5

14.6%FJULnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

BUFG vs BALT Returns, Every Period

First TrustBUFG

+7.8%

5 years, per year

BALTInnovator

+6.1%

5 years, per year

BUFGBALTFaded: behind in that period

4–0BUFG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BUFG vs BALT

YTD

First TrustBUFG

+6.2%

BALTInnovator

+3.8%

+6.2%Year to date+3.8%

−5.7%Worst drop · 1Y−1.2%

8.3%Volatility · 1Y2.6%

0.0%Yield0.0%

$324MAssets$3.3B

2–1BALT wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUFG, BALT

Today

0.20%lowest, BUFG

FundExpense ratioFee$10k

BUFG0.20%$20

BALT0.69%$69

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BUFG, BALT

0.00%highest, BUFG

FundTrailing yieldYield$10k

BUFG0.00%$0

BALT0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$20most kept, BUFG

BUFG$0 − $20 = −$20

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BUFG, BALT

Today

[…]holdings […]

BUFGBALT

BUFG—[…]

BALT[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+7.6%BUFG, at 8.3% volatility

BALTWorst drop−1.2%2.6% vol

BUFGWorst drop−5.7%8.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BUFGBALT

+6.2%Year to date+3.8%

0.0%Yield0.0%

+7.6%Past year+5.5%

0.20%Fee0.69%

3–0BUFG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026