Compare · 4 funds side by side · dividends reinvested

BUFS, BUFR, VOO and BALT

BUFSFirst Trust×BUFRFirst Trust×VOOVanguard×BALTInnovator×

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

02 / 04

BUFS, 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%$1.00T1.8

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.0%+9.1%+15.0%+9.2%−4.6%7.4%$11.1B2.1

FT Vest Laddered Small Cap Moderate Buffer ETFDefined Outcome · Buffer0.10%0.00%+6.7%+8.6%[…][…]−4.4%8.3%$202M2.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.2B2.8

Rank among the four1st → 4thFee, 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: BUFS 2024 · BUFR 2020 · VOO 2010 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Small Cap Moderate Buffer ETF · $202M[…]

BUFS

BUFR

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

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

BUFSMeasureBUFR

+6.7%Year to dateJan 1 → Nov 5+7.0%

+8.6%1 yearTotal return+9.1%

[…]3 years · per year$10,000 became […] · $15,224+15.0%

[…]5 years · per year$10,000 became […] · $15,495+9.2%

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%

−4.4%Worst dropSmaller is better−4.6%

8.3%VolatilityLower is calmer7.4%

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

1–3BUFR wins

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

More Ways to See the Pairs

BUFS vs BUFR: Top 5 Holdings

Today

BUFS

99.9%in top 5

BUFR

in top 541.8%

BUFSStockBUFR

25.6%SNOVnot top 5

24.8%SFEBnot top 5

24.8%SAUGnot top 5

24.8%SMAYnot top 5

not top 5FOCT8.4%

not top 5FNOV8.4%

not top 5FSEP8.4%

not top 5FMAR8.3%

not top 5FDEC8.3%

Held in common0.0%

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

BUFS vs BUFR Returns, Every Period

First TrustBUFS

+8.6%

past year

BUFRFirst Trust

+9.1%

past year

BUFSBUFRFaded: behind in that period

0–2BUFR wins

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

Defined Outcome vs Core: BUFS vs VOO

YTD

First TrustBUFS

+6.7%

VOOVanguard

+8.4%

+6.7%Year to date+8.4%

−4.4%Worst drop · 1Y−8.9%

8.3%Volatility · 1Y13.5%

0.0%Yield1.1%

$202MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: BUFS, BUFR, VOO, BALT

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

BUFS0.10%$10

BUFR0.10%$10

BALT0.69%$69

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

Yields: BUFS, BUFR, VOO, BALT

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

BUFS0.00%$0

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

BUFS$0 − $10 = −$10

BUFR$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

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

Overlap: BUFS, BUFR, VOO, BALT

Today

0.0%most shared, BUFS and BUFR

BUFSBUFRVOOBALT

BUFS—0.0%0.0%[…]

BUFR0.0%—0.0%[…]

VOO0.0%0.0%—[…]

BALT[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+9.8%VOO, at 13.5% volatility

BALTWorst drop−1.2%2.6% vol

BUFRWorst drop−4.6%7.4% vol

BUFSWorst drop−4.4%8.3% 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 Four

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