Compare · 3 funds side by side · dividends reinvested

BUFS, BALT and BUFR

BUFSFirst Trust×BALTInnovator×BUFRFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,756BUFR · best of the three

02 / 04

BUFS, BALT and BUFR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Small Cap Moderate Buffer ETFDefined Outcome · Buffer0.10%0.00%+9.6%+11.9%[…][…]−4.4%8.5%$200M1.5

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+8.9%+11.2%+14.8%+9.5%−4.6%7.5%$10.8B1.6

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: BUFS 2024 · BALT 2021 · BUFR 2020

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Small Cap Moderate Buffer ETF · $200M[…]

BUFS

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,532

$10,000 five years ago, dividends reinvested

BUFSMeasureBALT

+9.6%Year to dateJan 1 → Nov 9+4.4%

+11.9%1 yearTotal return+6.2%

[…]3 years · per year$10,000 became […] · $12,502+7.7%

[…]5 years · per year$10,000 became […] · $13,532+6.2%

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%

−4.4%Worst dropSmaller is better−1.2%

8.5%VolatilityLower is calmer2.7%

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

3–2BUFS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BUFS vs BALT: Top 5 Holdings

Today

BUFS

99.9%in top 5

BALT

in top 5[…]

BUFSStockBALT

25.6%SNOVnot top 5

24.8%SAUGnot top 5

24.8%SFEBnot top 5

24.8%SMAYnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

BUFS vs BALT Returns, Every Period

First TrustBUFS

+11.9%

past year

BALTInnovator

+6.2%

past year

BUFSBALTFaded: behind in that period

2–0BUFS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

BUFS vs BALT

YTD

First TrustBUFS

+9.6%

BALTInnovator

+4.4%

+9.6%Year to date+4.4%

−4.4%Worst drop · 1Y−1.2%

8.5%Volatility · 1Y2.7%

0.0%Yield0.0%

$200MAssets$3.3B

2–1BALT wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUFS, BALT, BUFR

Today

0.10%lowest, BUFS

FundExpense ratioFee$10k

BUFS0.10%$10

BUFR0.10%$10

BALT0.69%$69

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BUFS, BALT, BUFR

0.00%highest, BUFS

FundTrailing yieldYield$10k

BUFS0.00%$0

BALT0.00%$0

BUFR0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFS

BUFS$0 − $10 = −$10

BUFR$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BUFS, BALT, BUFR

Today

0.0%most shared, BUFS and BUFR

BUFSBALTBUFR

BUFS—[…]0.0%

BALT[…]—[…]

BUFR0.0%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%BUFS, at 8.5% volatility

BALTWorst drop−1.2%2.7% vol

BUFRWorst drop−4.6%7.5% vol

BUFSWorst drop−4.4%8.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BUFSBUFR

+9.6%Year to date+8.9%

0.0%Yield0.0%

+11.9%Past year+11.2%

0.10%Fee0.10%

2–0BUFS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026