Compare · 3 funds side by side · dividends reinvested

BUFS, VOO and BALT

BUFSFirst 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

BUFS, 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 Small Cap Moderate Buffer ETFDefined Outcome · Buffer0.10%0.00%+6.7%+8.6%[…][…]−4.4%8.3%$202M2.0

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: BUFS 2024 · 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

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

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

BUFSMeasureVOO

+6.7%Year to dateJan 1 → Nov 5+8.4%

+8.6%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,224+22.1%

[…]5 years · per year$10,000 became […] · $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%

−4.4%Worst dropSmaller is better−8.9%

8.3%VolatilityLower is calmer13.5%

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

2–4VOO 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 VOO: Top 5 Holdings

Today

BUFS

99.9%in top 5

VOO

in top 528.3%

BUFSStockVOO

25.6%SNOVnot top 5

24.8%SFEBnot top 5

24.8%SAUGnot top 5

24.8%SMAYnot top 5

not top 5NVDA8.4%

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

BUFS vs VOO Returns, Every Period

First TrustBUFS

+8.6%

past year

VOOVanguard

+9.8%

past year

BUFSVOOFaded: behind in that period

0–2VOO 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, VOO, BALT

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

BUFS0.10%$10

BALT0.69%$69

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

Yields: BUFS, VOO, BALT

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

BUFS0.00%$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

BALT$0 − $69 = −$69

KeptFee

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

Overlap: BUFS, VOO, BALT

Today

0.0%most shared, BUFS and VOO

BUFSVOOBALT

BUFS—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

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

VOOBUFS

+8.4%Year to date+6.7%

1.1%Yield0.0%

+9.8%Past year+8.6%

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