Compare · 3 funds side by side · dividends reinvested

BUFS, IVV and BALT

BUFSFirst Trust×IVViShares×BALTInnovator×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,530IVV · best of the three

Story of the three · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

BUFS, IVV and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B1.5

FT Vest Laddered Small Cap Moderate Buffer ETFDefined Outcome · Buffer0.10%0.00%+9.7%+11.0%[…][…]−4.4%8.5%$204M2.0

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.6%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B2.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: BUFS 2024 · IVV 2000 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FT Vest Laddered Small Cap Moderate Buffer ETF · $204M[…]

BUFS

IVV

iShares Core S&P 500 ETF · $872B$17,530

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

BUFS

More Ways to See the Pairs

BUFS vs IVV: Top 5 Holdings

Today

BUFS

99.9%in top 5

IVV

in top 526.9%

BUFSStockIVV

25.7%SNOVnot top 5

24.8%SFEBnot top 5

24.7%SMAYnot top 5

24.7%SAUGnot top 5

not top 5AAPL7.8%

Cost, Income and Risk

Fees: BUFS, IVV, BALT

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BUFS0.10%$10

BALT0.69%$69

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: BUFS, IVV, BALT

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

IVV

+9.7%Year to dateJan 1 → Nov 11+12.3%

+11.0%1 yearTotal return+12.7%

[…]3 years · per year$10,000 became […] · $18,122+21.9%

[…]5 years · per year$10,000 became […] · $17,530+11.9%

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%

−4.4%Worst dropSmaller is better−8.9%

8.5%VolatilityLower is calmer13.7%

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

2–4IVV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

BUFS vs IVV Returns, Every Period

1Y

First TrustBUFS

+11.0%

past year

IVViShares

+12.7%

past year

BUFSIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: BUFS vs IVV

YTD

First TrustBUFS

+9.7%

IVViShares

+12.3%

+9.7%Year to date+12.3%

−4.4%Worst drop · 1Y−8.9%

8.5%Volatility · 1Y13.7%

0.0%Yield1.1%

$204MAssets$872B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

BUFS0.00%$0

BALT0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

BUFS$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: BUFS, IVV, BALT

Today

0.0%most shared, BUFS and IVV

BUFSIVVBALT

BUFS—0.0%[…]

IVV0.0%—[…]

BALT[…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.7%IVV, at 13.7% volatility

BALTWorst drop−1.2%2.7% vol

BUFSWorst drop−4.4%8.5% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IVVBUFS

+12.3%Year to date+9.7%

1.1%Yield0.0%

+12.7%Past year+11.0%

0.03%Fee0.10%

4–0IVV wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

Loading…

BUFS, IVV and BALT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three