Compare · 3 funds side by side · dividends reinvested

BUFR, DFEB and BALT

BUFRFirst Trust×DFEBFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,495BUFR · best of the three

02 / 04

BUFR, DFEB and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.0%+9.1%+15.0%+9.2%−4.6%7.4%$11.1B1.5

FT Vest U.S. Equity Deep Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%+6.6%+8.7%+14.1%+7.8%−4.1%5.7%$459M2.0

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.2B2.1

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: BUFR 2020 · DFEB 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Buffer ETF · $11.1B$15,495

BUFR

DFEB

FT Vest U.S. Equity Deep Buffer ETF - February · $459M$14,568

$10,000 five years ago, dividends reinvested

BUFRMeasureDFEB

+7.0%Year to dateJan 1 → Nov 5+6.6%

+9.1%1 yearTotal return+8.7%

+15.0%3 years · per year$10,000 became $15,224 · $14,835+14.1%

+9.2%5 years · per year$10,000 became $15,495 · $14,568+7.8%

0.10%Expense ratio$10 · $85 a year on $10k · lower is better0.85%

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

−4.6%Worst dropSmaller is better−4.1%

7.4%VolatilityLower is calmer5.7%

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

5–2BUFR wins

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

More Ways to See the Pairs

BUFR vs DFEB: Top 5 Holdings

Today

BUFR

41.8%in top 5

DFEB

in top 5[…]

BUFRStockDFEB

8.4%FOCTnot top 5

8.4%FNOVnot top 5

8.4%FSEPnot top 5

8.3%FMARnot top 5

8.3%FDECnot top 5

Held in common[…]

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

BUFR vs DFEB Returns, Every Period

First TrustBUFR

+9.2%

5 years, per year

DFEBFirst Trust

+7.8%

5 years, per year

BUFRDFEBFaded: behind in that period

4–0BUFR wins

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

BUFR vs DFEB

YTD

First TrustBUFR

+7.0%

DFEBFirst Trust

+6.6%

+7.0%Year to date+6.6%

−4.6%Worst drop · 1Y−4.1%

7.4%Volatility · 1Y5.7%

0.0%Yield0.0%

$11.1BAssets$459M

2–1DFEB wins

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

Cost, Income and Risk

Fees: BUFR, DFEB, BALT

Today

0.10%lowest, BUFR

FundExpense ratioFee$10k

BUFR0.10%$10

BALT0.69%$69

DFEB0.85%$85

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

Yields: BUFR, DFEB, BALT

0.00%highest, BUFR

FundTrailing yieldYield$10k

BUFR0.00%$0

DFEB0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFR

BUFR$0 − $10 = −$10

BALT$0 − $69 = −$69

DFEB$0 − $85 = −$85

KeptFee

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

Overlap: BUFR, DFEB, BALT

Today

[…]holdings […]

BUFRDFEBBALT

BUFR—[…][…]

DFEB[…]—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+9.1%BUFR, at 7.4% volatility

BALTWorst drop−1.2%2.6% vol

DFEBWorst drop−4.1%5.7% vol

BUFRWorst drop−4.6%7.4% vol

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

Paid More vs Made More

YTD

BUFRDFEB

+7.0%Year to date+6.6%

0.0%Yield0.0%

+9.1%Past year+8.7%

0.10%Fee0.85%

3–0BUFR 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026