Compare · 3 funds side by side · dividends reinvested

CBLS, BALT and BUFR

CBLSChangebridge×BALTInnovator×BUFRFirst Trust×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,797BUFR · best of the three

Story of the three · IncomeMost incomeCBLS · 0.85% · $85 a year on $10k

Story of the three · RiskSmallest drop

CBLS, BALT and BUFR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+9.7%+11.2%+14.8%+9.6%−4.6%7.6%$11.0B1.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.6%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B2.0

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.85%+5.1%+4.3%+15.8%+2.1%−21.2%20.2%$32M2.4

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: CBLS 2020 · BALT 2021 · BUFR 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Clough Hedged Equity ETF · $32M$11,106

CBLS

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,539

$10,000 five years ago, dividends reinvested

CBLSMeasure

More Ways to See the Pairs

CBLS vs BALT: Top 5 Holdings

Today

CBLS

14.7%in top 5

BALT

in top 5[…]

CBLSStockBALT

3.0%FRVOnot top 5

3.0%CMGnot top 5

2.9%SCInot top 5

2.9%UNHnot top 5

2.9%SPOTnot top 5

Cost, Income and Risk

Fees: CBLS, BALT, BUFR

Today

0.10%lowest, BUFR

FundExpense ratioFee$10k

BUFR0.10%$10

BALT0.69%$69

CBLS1.89%$189

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

Yields: CBLS, BALT, BUFR

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

BALT

+5.1%Year to dateJan 1 → Nov 11+4.6%

+4.3%1 yearTotal return+6.0%

+15.8%3 years · per year$10,000 became $15,510 · $12,479+7.7%

+2.1%5 years · per year$10,000 became $11,106 · $13,539+6.2%

1.89%Expense ratio$189 · $69 a year on $10k · lower is better0.69%

0.85%Trailing 12-mo yield$85 · $0 a year on $10k0.00%

−21.2%Worst dropSmaller is better−1.2%

20.2%VolatilityLower is calmer2.7%

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

3–5BALT wins

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

Held in common[…]

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

CBLS vs BALT Returns, Every Period

5Y

ChangebridgeCBLS

+2.1%

5 years, per year

BALTInnovator

+6.2%

5 years, per year

CBLSBALTFaded: behind in that period

2–2Level

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

CBLS vs BALT

YTD

ChangebridgeCBLS

+5.1%

BALTInnovator

+4.6%

+5.1%Year to date+4.6%

−21.2%Worst drop · 1Y−1.2%

20.2%Volatility · 1Y2.7%

0.9%Yield0.0%

$31.8MAssets$3.3B

2–2level

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

1Y

0.85%highest, CBLS

FundTrailing yieldYield$10k

CBLS0.85%$85

BALT0.00%$0

BUFR0.00%$0

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

Income After Fees on $10,000

1Y

−$10most kept, BUFR

BUFR$0 − $10 = −$10

BALT$0 − $69 = −$69

CBLS$85 − $189 = −$104

KeptFee

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

Overlap: CBLS, BALT, BUFR

Today

0.0%most shared, CBLS and BUFR

CBLSBALTBUFR

CBLS—[…]0.0%

BALT[…]—[…]

BUFR0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+11.2%BUFR, at 7.6% volatility

BALTWorst drop−1.2%2.7% vol

BUFRWorst drop−4.6%7.6% vol

CBLSWorst drop−21.2%20.2% vol

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

Paid More vs Made More

YTD

CBLSBUFR

+5.1%Year to date+9.7%

0.9%Yield0.0%

+4.3%Past year+11.2%

1.89%Fee0.10%

3–1BUFR wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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CBLS, BALT and BUFR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three