Compare · 2 funds side by side · dividends reinvested

BUFR and BALT

BUFRFirst Trust×BALTInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,036BUFR · best of the two

02 / 04

BUFR and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+10.3%+11.8%+16.4%+9.9%−4.6%6.8%$10.9B1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$3.2B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: BUFR 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Buffer ETF · $10.9B$16,036

BUFR

BALT

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

$10,000 five years ago, dividends reinvested

BUFRMeasureBALT

+10.3%Year to dateJan 1 → Nov 4+4.7%

+11.8%1 yearTotal return+6.3%

+16.4%3 years · per year$10,000 became $15,761 · $12,644+8.1%

+9.9%5 years · per year$10,000 became $16,036 · $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%

−4.6%Worst dropSmaller is better−1.2%

6.8%VolatilityLower is calmer2.4%

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

5–2BUFR wins

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

More Ways to See the Pairs

BUFR vs BALT: Top 5 Holdings

Today

BUFR

41.9%in top 5

BALT

in top 5[…]

BUFRStockBALT

8.4%FOCTnot top 5

8.4%FNOVnot top 5

8.4%FMARnot top 5

8.4%FSEPnot top 5

8.3%FFEBnot top 5

Held in common[…]

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

BUFR vs BALT Returns, Every Period

First TrustBUFR

+9.9%

5 years, per year

BALTInnovator

+6.3%

5 years, per year

BUFRBALTFaded: behind in that period

4–0BUFR wins

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

BUFR vs BALT

YTD

First TrustBUFR

+10.3%

BALTInnovator

+4.7%

+10.3%Year to date+4.7%

−4.6%Worst drop · 1Y−1.2%

6.8%Volatility · 1Y2.4%

0.0%Yield0.0%

$10.9BAssets$3.2B

2–1BALT wins

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

Cost, Income and Risk

Fees: BUFR, BALT

Today

0.10%lowest, BUFR

FundExpense ratioFee$10k

BUFR0.10%$10

BALT0.69%$69

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

Yields: BUFR, BALT

0.00%highest, BUFR

FundTrailing yieldYield$10k

BUFR0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFR

BUFR$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

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

Overlap: BUFR, BALT

Today

[…]holdings […]

BUFRBALT

BUFR—[…]

BALT[…]—

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

Return vs Bumpiness: 2 ETFs

+11.8%BUFR, at 6.8% volatility

BALTWorst drop−1.2%2.4% vol

BUFRWorst drop−4.6%6.8% vol

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

Paid More vs Made More

YTD

BUFRBALT

+10.3%Year to date+4.7%

0.0%Yield0.0%

+11.8%Past year+6.3%

0.10%Fee0.69%

3–0BUFR 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