Compare · 2 funds side by side · dividends reinvested

BUFQ and BALT

BUFQFirst Trust×BALTInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,426BALT · best of the two

02 / 04

BUFQ and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Nasdaq Buffer ETFDefined Outcome · Buffer0.10%0.00%+9.8%+11.0%+16.5%[…]−5.4%9.7%$1.7B1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$3.3B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: BUFQ 2022 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Nasdaq Buffer ETF · $1.7B[…]

BUFQ

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,426

$10,000 five years ago, dividends reinvested

BUFQMeasureBALT

+9.8%Year to dateJan 1 → Nov 5+4.7%

+11.0%1 yearTotal return+6.3%

+16.5%3 years · per year$10,000 became $15,797 · $12,644+8.1%

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

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%

−5.4%Worst dropSmaller is better−1.2%

9.7%VolatilityLower is calmer2.4%

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

4–2BUFQ wins

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

More Ways to See the Pairs

BUFQ vs BALT: Top 5 Holdings

Today

BUFQ

100.0%in top 5

BALT

in top 5[…]

BUFQStockBALT

25.4%QMARnot top 5

25.2%QDECnot top 5

24.8%QSPTnot top 5

24.6%QJUNnot top 5

Held in common[…]

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

BUFQ vs BALT Returns, Every Period

First TrustBUFQ

+11.0%

past year

BALTInnovator

+6.3%

past year

BUFQBALTFaded: behind in that period

3–0BUFQ wins

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

BUFQ vs BALT

YTD

First TrustBUFQ

+9.8%

BALTInnovator

+4.7%

+9.8%Year to date+4.7%

−5.4%Worst drop · 1Y−1.2%

9.7%Volatility · 1Y2.4%

0.0%Yield0.0%

$1.7BAssets$3.3B

2–1BALT wins

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

Cost, Income and Risk

Fees: BUFQ, BALT

Today

0.10%lowest, BUFQ

FundExpense ratioFee$10k

BUFQ0.10%$10

BALT0.69%$69

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

Yields: BUFQ, BALT

0.00%highest, BUFQ

FundTrailing yieldYield$10k

BUFQ0.00%$0

BALT0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFQ

BUFQ$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

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

Overlap: BUFQ, BALT

Today

[…]holdings […]

BUFQBALT

BUFQ—[…]

BALT[…]—

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

Return vs Bumpiness: 2 ETFs

+11.0%BUFQ, at 9.7% volatility

BALTWorst drop−1.2%2.4% vol

BUFQWorst drop−5.4%9.7% vol

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

Paid More vs Made More

YTD

BUFQBALT

+9.8%Year to date+4.7%

0.0%Yield0.0%

+11.0%Past year+6.3%

0.10%Fee0.69%

3–0BUFQ wins

End-of-day Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026