Compare · 3 funds side by side · dividends reinvested

CBLS, BUFD and BALT

CBLSChangebridge×BUFDFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,149BUFD · best of the three

02 / 04

CBLS, BUFD and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+5.9%+7.5%+12.6%+7.2%−3.4%5.8%$2.2B1.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.2B1.9

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.90%+0.2%−0.8%+14.4%+1.5%−19.6%19.5%$34M2.5

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: CBLS 2020 · BUFD 2021 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Clough Hedged Equity ETF · $34M$10,753

CBLS

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,149

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

CBLSMeasureBUFD

+0.2%Year to dateJan 1 → Nov 5+5.9%

−0.8%1 yearTotal return+7.5%

+14.4%3 years · per year$10,000 became $14,970 · $14,277+12.6%

+1.5%5 years · per year$10,000 became $10,753 · $14,149+7.2%

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

0.90%Trailing 12-mo yield$90 · $0 a year on $10k0.00%

−19.6%Worst dropSmaller is better−3.4%

19.5%VolatilityLower is calmer5.8%

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

2–6BUFD wins

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

More Ways to See the Pairs

CBLS vs BUFD: Top 5 Holdings

Today

CBLS

12.6%in top 5

BUFD

in top 541.8%

CBLSStockBUFD

not top 5DOCT8.4%

not top 5DNOV8.4%

not top 5DDEC8.4%

not top 5DJAN8.4%

not top 5DFEB8.3%

2.8%SNnot top 5

2.7%ROLnot top 5

2.4%UNHnot top 5

2.4%CMGnot top 5

2.3%SCInot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

CBLS vs BUFD Returns, Every Period

ChangebridgeCBLS

+1.5%

5 years, per year

BUFDFirst Trust

+7.2%

5 years, per year

CBLSBUFDFaded: behind in that period

1–3BUFD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CBLS vs BUFD

YTD

ChangebridgeCBLS

+0.2%

BUFDFirst Trust

+5.9%

+0.2%Year to date+5.9%

−19.6%Worst drop · 1Y−3.4%

19.5%Volatility · 1Y5.8%

0.9%Yield0.0%

$34.3MAssets$2.2B

3–1BUFD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CBLS, BUFD, BALT

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

CBLS1.89%$189

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

Yields: CBLS, BUFD, BALT

0.90%highest, CBLS

FundTrailing yieldYield$10k

CBLS0.90%$90

BUFD0.00%$0

BALT0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

CBLS$90 − $189 = −$99

KeptFee

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

Overlap: CBLS, BUFD, BALT

Today

0.0%most shared, CBLS and BUFD

CBLSBUFDBALT

CBLS—0.0%[…]

BUFD0.0%—[…]

BALT[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+7.5%BUFD, at 5.8% volatility

BALTWorst drop−1.2%2.6% vol

BUFDWorst drop−3.4%5.8% vol

CBLSWorst drop−19.6%19.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CBLSBUFD

+0.2%Year to date+5.9%

0.9%Yield0.0%

−0.8%Past year+7.5%

1.89%Fee0.10%

3–1BUFD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

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