Compare · 2 funds side by side · dividends reinvested

BUFP and BALT

BUFPPGIM×BALTInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,578BALT · best of the two

02 / 04

BUFP and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PGIM Laddered S&P 500 Buffer 12 ETFDefined Outcome · Buffer0.50%0.01%+9.9%+11.6%[…][…]−4.4%6.6%$336M1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$3.2B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: BUFP 2024 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

PGIM Laddered S&P 500 Buffer 12 ETF · $336M[…]

BUFP

BALT

Innovator Defined Wealth Shield ETF · $3.2B$13,578

$10,000 five years ago, dividends reinvested

BUFPMeasureBALT

+9.9%Year to dateJan 1 → Nov 4+4.7%

+11.6%1 yearTotal return+6.3%

[…]3 years · per year$10,000 became […] · $12,644+8.1%

[…]5 years · per year$10,000 became […] · $13,578+6.3%

0.50%Expense ratio$50 · $69 a year on $10k · lower is better0.69%

0.01%Trailing 12-mo yield$1 · $0 a year on $10k0.00%

−4.4%Worst dropSmaller is better−1.2%

6.6%VolatilityLower is calmer2.4%

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

4–2BUFP wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BUFP vs BALT: Top 5 Holdings

Today

BUFP

41.7%in top 5

BALT

in top 5[…]

BUFPStockBALT

8.3%NOVPnot top 5

8.3%DECPnot top 5

8.3%MAYPnot top 5

8.3%AUGPnot top 5

8.3%OCTPnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

BUFP vs BALT Returns, Every Period

PGIMBUFP

+11.6%

past year

BALTInnovator

+6.3%

past year

BUFPBALTFaded: behind in that period

2–0BUFP wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BUFP vs BALT

YTD

PGIMBUFP

+9.9%

BALTInnovator

+4.7%

+9.9%Year to date+4.7%

−4.4%Worst drop · 1Y−1.2%

6.6%Volatility · 1Y2.4%

0.0%Yield0.0%

$336MAssets$3.2B

2–1BALT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUFP, BALT

Today

0.50%lowest, BUFP

FundExpense ratioFee$10k

BUFP0.50%$50

BALT0.69%$69

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BUFP, BALT

0.01%highest, BUFP

FundTrailing yieldYield$10k

BUFP0.01%$1

BALT0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$49most kept, BUFP

BUFP$1 − $50 = −$49

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BUFP, BALT

Today

[…]holdings […]

BUFPBALT

BUFP—[…]

BALT[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.6%BUFP, at 6.6% volatility

BALTWorst drop−1.2%2.4% vol

BUFPWorst drop−4.4%6.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BUFPBALT

+9.9%Year to date+4.7%

0.0%Yield0.0%

+11.6%Past year+6.3%

0.50%Fee0.69%

3–0BUFP wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026