Compare · 3 funds side by side · dividends reinvested

BUFX, BALT and SFLR

BUFXFirst Trust×BALTInnovator×SFLRInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,532BALT · best of the three

02 / 04

BUFX, BALT and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Enhance & Moderate Buffer ETFDefined Outcome · Buffer0.10%0.00%+6.7%+8.6%[…][…]−2.8%4.5%$19M1.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B1.9

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+5.3%+7.0%+15.4%[…]−6.8%10.8%$2.2B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: BUFX 2025 · BALT 2021 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Enhance & Moderate Buffer ETF · $19M[…]

BUFX

BALT

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

$10,000 five years ago, dividends reinvested

BUFXMeasureBALT

+6.7%Year to dateJan 1 → Nov 9+4.4%

+8.6%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%

−2.8%Worst dropSmaller is better−1.2%

4.5%VolatilityLower is calmer2.7%

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

3–2BUFX wins

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

More Ways to See the Pairs

BUFX vs BALT: Top 5 Holdings

Today

BUFX

41.9%in top 5

BALT

in top 5[…]

BUFXStockBALT

8.4%XNOVnot top 5

8.4%XDECnot top 5

8.4%XMARnot top 5

8.4%XFEBnot top 5

8.4%XJANnot top 5

Held in common[…]

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

BUFX vs BALT Returns, Every Period

First TrustBUFX

+8.6%

past year

BALTInnovator

+6.2%

past year

BUFXBALTFaded: behind in that period

2–0BUFX wins

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

BUFX vs SFLR

YTD

First TrustBUFX

+6.7%

SFLRInnovator

+5.3%

+6.7%Year to date+5.3%

−2.8%Worst drop · 1Y−6.8%

4.5%Volatility · 1Y10.8%

0.0%Yield0.2%

$19.1MAssets$2.2B

3–1BUFX wins

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

Cost, Income and Risk

Fees: BUFX, BALT, SFLR

Today

0.10%lowest, BUFX

FundExpense ratioFee$10k

BUFX0.10%$10

BALT0.69%$69

SFLR0.89%$89

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

Yields: BUFX, BALT, SFLR

0.25%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.25%$25

BUFX0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFX

BUFX$0 − $10 = −$10

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

KeptFee

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

Overlap: BUFX, BALT, SFLR

Today

0.0%most shared, BUFX and SFLR

BUFXBALTSFLR

BUFX—[…]0.0%

BALT[…]—[…]

SFLR0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+8.6%BUFX, at 4.5% volatility

BALTWorst drop−1.2%2.7% vol

BUFXWorst drop−2.8%4.5% vol

SFLRWorst drop−6.8%10.8% vol

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

Paid More vs Made More

YTD

SFLRBUFX

+5.3%Year to date+6.7%

0.2%Yield0.0%

+7.0%Past year+8.6%

0.89%Fee0.10%

3–1BUFX 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