Compare · 3 funds side by side · dividends reinvested

BUFX, BUFD and BALT

BUFXFirst Trust×BUFDFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,509BUFD · best of the three

02 / 04

BUFX, BUFD and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+8.4%+9.8%+13.6%+7.7%−3.4%5.3%$2.2B1.5

FT Vest Laddered Enhance & Moderate Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.6%+9.2%[…][…]−2.8%4.2%$19M1.7

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$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 4, 2026 · returns include dividends · since: BUFX 2025 · BUFD 2021 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

BUFX

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,509

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

BUFXMeasureBUFD

+7.6%Year to dateJan 1 → Nov 4+8.4%

+9.2%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $14,662+13.6%

[…]5 years · per year$10,000 became […] · $14,509+7.7%

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%

−2.8%Worst dropSmaller is better−3.4%

4.2%VolatilityLower is calmer5.3%

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

2–2Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BUFX vs BUFD: Top 5 Holdings

Today

BUFX

41.8%in top 5

BUFD

in top 541.8%

BUFXStockBUFD

not top 5DNOV8.4%

8.4%XNOVnot top 5

not top 5DOCT8.4%

8.4%XDECnot top 5

not top 5DMAR8.4%

not top 5DJAN8.4%

8.3%XMARnot top 5

not top 5DFEB8.3%

8.3%XJANnot top 5

8.3%XOCTnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

BUFX vs BUFD Returns, Every Period

First TrustBUFX

+9.2%

past year

BUFDFirst Trust

+9.8%

past year

BUFXBUFDFaded: behind in that period

0–2BUFD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BUFX vs BUFD

YTD

First TrustBUFX

+7.6%

BUFDFirst Trust

+8.4%

+7.6%Year to date+8.4%

−2.8%Worst drop · 1Y−3.4%

4.2%Volatility · 1Y5.3%

0.0%Yield0.0%

$19.3MAssets$2.2B

2–1BUFX wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUFX, BUFD, BALT

Today

0.10%lowest, BUFX

FundExpense ratioFee$10k

BUFX0.10%$10

BUFD0.10%$10

BALT0.69%$69

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BUFX, BUFD, BALT

0.00%highest, BUFX

FundTrailing yieldYield$10k

BUFX0.00%$0

BUFD0.00%$0

BALT0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFX

BUFX$0 − $10 = −$10

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BUFX, BUFD, BALT

Today

0.0%most shared, BUFX and BUFD

BUFXBUFDBALT

BUFX—0.0%[…]

BUFD0.0%—[…]

BALT[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%BUFD, at 5.3% volatility

BALTWorst drop−1.2%2.4% vol

BUFXWorst drop−2.8%4.2% vol

BUFDWorst drop−3.4%5.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BUFXBUFD

+7.6%Year to date+8.4%

0.0%Yield0.0%

+9.2%Past year+9.8%

0.10%Fee0.10%

2–0BUFD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026