Compare · 3 funds side by side · dividends reinvested

BUFQ, BUFD and BALT

BUFQFirst Trust×BUFDFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,149BUFD · best of the three

02 / 04

BUFQ, 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%$2.2B1.4

FT Vest Laddered Nasdaq Buffer ETFDefined Outcome · Buffer0.10%0.00%+5.1%+7.0%+14.6%[…]−8.2%10.6%$1.7B1.9

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: BUFQ 2022 · BUFD 2021 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

BUFQ

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,149

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BUFQMeasureBUFD

+5.1%Year to dateJan 1 → Nov 5+5.9%

+7.0%1 yearTotal return+7.5%

+14.6%3 years · per year$10,000 became $15,064 · $14,277+12.6%

[…]5 years · per year$10,000 became […] · $14,149+7.2%

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

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

−8.2%Worst dropSmaller is better−3.4%

10.6%VolatilityLower is calmer5.8%

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

1–4BUFD 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 BUFD: Top 5 Holdings

Today

BUFQ

100.0%in top 5

BUFD

in top 541.8%

BUFQStockBUFD

25.4%QMARnot top 5

25.2%QDECnot top 5

24.8%QSPTnot top 5

24.6%QJUNnot top 5

not top 5DOCT8.4%

not top 5DNOV8.4%

not top 5DDEC8.4%

not top 5DJAN8.4%

not top 5DFEB8.3%

Held in common0.0%

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

BUFQ vs BUFD Returns, Every Period

First TrustBUFQ

+7.0%

past year

BUFDFirst Trust

+7.5%

past year

BUFQBUFDFaded: behind in that period

1–2BUFD wins

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

BUFQ vs BUFD

YTD

First TrustBUFQ

+5.1%

BUFDFirst Trust

+5.9%

+5.1%Year to date+5.9%

−8.2%Worst drop · 1Y−3.4%

10.6%Volatility · 1Y5.8%

0.0%Yield0.0%

$1.7BAssets$2.2B

3–0BUFD wins

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

Cost, Income and Risk

Fees: BUFQ, BUFD, BALT

Today

0.10%lowest, BUFQ

FundExpense ratioFee$10k

BUFQ0.10%$10

BUFD0.10%$10

BALT0.69%$69

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

Yields: BUFQ, BUFD, BALT

0.00%highest, BUFQ

FundTrailing yieldYield$10k

BUFQ0.00%$0

BUFD0.00%$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

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

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

Overlap: BUFQ, BUFD, BALT

Today

0.0%most shared, BUFQ and BUFD

BUFQBUFDBALT

BUFQ—0.0%[…]

BUFD0.0%—[…]

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

BUFQWorst drop−8.2%10.6% vol

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

Paid More vs Made More

YTD

BUFQBUFD

+5.1%Year to date+5.9%

0.0%Yield0.0%

+7.0%Past year+7.5%

0.10%Fee0.10%

2–0BUFD 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