Compare · 3 funds side by side · dividends reinvested

CBLS, BUFD and SFLR

CBLSChangebridge×BUFDFirst Trust×SFLRInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,347BUFD · best of the three

02 / 04

CBLS, BUFD and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.4%+9.3%+12.5%+7.5%−3.4%5.9%$2.2B1.5

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+5.3%+7.0%+15.4%[…]−6.8%10.8%$2.2B1.9

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.87%+3.2%+2.0%+15.0%+1.8%−21.2%20.1%$31M2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: CBLS 2020 · BUFD 2021 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Deep Buffer ETF · $2.2B$14,347

BUFD

CBLS

Clough Hedged Equity ETF · $31M$10,933

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

BUFDMeasureCBLS

+7.4%Year to dateJan 1 → Nov 9+3.2%

+9.3%1 yearTotal return+2.0%

+12.5%3 years · per year$10,000 became $14,226 · $15,220+15.0%

+7.5%5 years · per year$10,000 became $14,347 · $10,933+1.8%

0.10%Expense ratio$10 · $189 a year on $10k · lower is better1.89%

0.00%Trailing 12-mo yield$0 · $87 a year on $10k0.87%

−3.4%Worst dropSmaller is better−21.2%

5.9%VolatilityLower is calmer20.1%

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

6–2BUFD wins

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

More Ways to See the Pairs

BUFD vs CBLS: Top 5 Holdings

Today

BUFD

41.9%in top 5

CBLS

in top 515.6%

BUFDStockCBLS

8.4%DNOVnot top 5

8.4%DMARnot top 5

8.4%DOCTnot top 5

8.4%DFEBnot top 5

8.3%DSEPnot top 5

not top 5SN3.4%

not top 5ROL3.2%

not top 5UNH3.1%

not top 5SITM3.0%

not top 5SCI2.9%

Held in common0.0%

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

BUFD vs CBLS Returns, Every Period

First TrustBUFD

+7.5%

5 years, per year

CBLSChangebridge

+1.8%

5 years, per year

BUFDCBLSFaded: behind in that period

3–1BUFD wins

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

BUFD vs CBLS

YTD

First TrustBUFD

+7.4%

CBLSChangebridge

+3.2%

+7.4%Year to date+3.2%

−3.4%Worst drop · 1Y−21.2%

5.9%Volatility · 1Y20.1%

0.0%Yield0.9%

$2.2BAssets$30.8M

3–1BUFD wins

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

Cost, Income and Risk

Fees: CBLS, BUFD, SFLR

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

SFLR0.89%$89

CBLS1.89%$189

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

Yields: CBLS, BUFD, SFLR

0.87%highest, CBLS

FundTrailing yieldYield$10k

CBLS0.87%$87

SFLR0.25%$25

BUFD0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

SFLR$25 − $89 = −$64

CBLS$87 − $189 = −$102

KeptFee

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

Overlap: CBLS, BUFD, SFLR

Today

15.6%most shared, CBLS and SFLR

CBLSBUFDSFLR

CBLS—0.0%15.6%

BUFD0.0%—0.0%

SFLR15.6%0.0%—

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

Return vs Bumpiness: 3 ETFs

+9.3%BUFD, at 5.9% volatility

BUFDWorst drop−3.4%5.9% vol

SFLRWorst drop−6.8%10.8% vol

CBLSWorst drop−21.2%20.1% vol

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

Paid More vs Made More

YTD

CBLSBUFD

+3.2%Year to date+7.4%

0.9%Yield0.0%

+2.0%Past year+9.3%

1.89%Fee0.10%

3–1BUFD 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