Compare · 3 funds side by side · dividends reinvested

BUFR, VOO and BALT

BUFRFirst Trust×VOOVanguard×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

BUFR, VOO and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.5

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.0%+9.1%+15.0%+9.2%−4.6%7.4%$11.1B2.0

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.2B2.4

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 · VOO 2010 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

BUFR

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

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

BUFRMeasureVOO

+7.0%Year to dateJan 1 → Nov 5+8.4%

+9.1%1 yearTotal return+9.8%

+15.0%3 years · per year$10,000 became $15,224 · $18,224+22.1%

+9.2%5 years · per year$10,000 became $15,495 · $17,156+11.4%

0.10%Expense ratio$10 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $110 a year on $10k1.10%

−4.6%Worst dropSmaller is better−8.9%

7.4%VolatilityLower is calmer13.5%

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

2–6VOO 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 VOO: Top 5 Holdings

Today

BUFR

41.8%in top 5

VOO

in top 528.3%

BUFRStockVOO

8.4%FOCTnot top 5

not top 5NVDA8.4%

8.4%FNOVnot top 5

8.4%FSEPnot top 5

8.3%FMARnot top 5

8.3%FDECnot top 5

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.0%

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

BUFR vs VOO Returns, Every Period

First TrustBUFR

+9.2%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

BUFRVOOFaded: behind in that period

0–4VOO wins

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

Defined Outcome vs Core: BUFR vs VOO

YTD

First TrustBUFR

+7.0%

VOOVanguard

+8.4%

+7.0%Year to date+8.4%

−4.6%Worst drop · 1Y−8.9%

7.4%Volatility · 1Y13.5%

0.0%Yield1.1%

$11.1BAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: BUFR, VOO, BALT

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

BUFR0.10%$10

BALT0.69%$69

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

Yields: BUFR, VOO, BALT

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

BUFR0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

BUFR$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

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

Overlap: BUFR, VOO, BALT

Today

0.0%most shared, BUFR and VOO

BUFRVOOBALT

BUFR—0.0%[…]

VOO0.0%—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

BALTWorst drop−1.2%2.6% vol

BUFRWorst drop−4.6%7.4% vol

VOOWorst drop−8.9%13.5% vol

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

Paid More vs Made More

YTD

VOOBUFR

+8.4%Year to date+7.0%

1.1%Yield0.0%

+9.8%Past year+9.1%

0.03%Fee0.10%

4–0VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

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