Compare · 4 funds side by side · dividends reinvested

CBLS, SIXH, BUFD and BALT

CBLSChangebridge×SIXHMeridian×BUFDFirst Trust×BALTInnovator×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,210SIXH · best of the four

02 / 04

CBLS, SIXH, BUFD and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ETC 6 Meridian Hedged Equity Index Option ETFDefined Outcome · Hedged equity0.31%1.79%+14.7%+19.6%+13.9%+10.1%−3.5%8.6%$641M1.8

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+5.9%+7.5%+12.6%+7.2%−3.4%5.8%$2.2B2.1

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.2B2.6

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.90%+0.2%−0.8%+14.4%+1.5%−19.6%19.5%$34M3.4

Rank among the four1st → 4thFee, 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 · SIXH 2020 · BUFD 2021 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

CBLS

SIXH

ETC 6 Meridian Hedged Equity Index Option ETF · $641M$16,210

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

CBLSMeasureSIXH

+0.2%Year to dateJan 1 → Nov 5+14.7%

−0.8%1 yearTotal return+19.6%

+14.4%3 years · per year$10,000 became $14,970 · $14,764+13.9%

+1.5%5 years · per year$10,000 became $10,753 · $16,210+10.1%

1.89%Expense ratio$189 · $31 a year on $10k · lower is better0.31%

0.90%Trailing 12-mo yield$90 · $179 a year on $10k1.79%

−19.6%Worst dropSmaller is better−3.5%

19.5%VolatilityLower is calmer8.6%

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

1–7SIXH 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 SIXH: Top 5 Holdings

Today

CBLS

12.6%in top 5

SIXH

in top 520.8%

CBLSStockSIXH

not top 5MO5.1%

not top 5PEP4.0%

not top 5VZ3.9%

not top 5BMY3.9%

not top 5T3.9%

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 common3.4%

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

CBLS vs SIXH Returns, Every Period

ChangebridgeCBLS

+1.5%

5 years, per year

SIXHMeridian

+10.1%

5 years, per year

CBLSSIXHFaded: behind in that period

1–3SIXH wins

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

CBLS vs SIXH

YTD

ChangebridgeCBLS

+0.2%

SIXHMeridian

+14.7%

+0.2%Year to date+14.7%

−19.6%Worst drop · 1Y−3.5%

19.5%Volatility · 1Y8.6%

0.9%Yield1.8%

$34.3MAssets$641M

4–0SIXH wins

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

Cost, Income and Risk

Fees: CBLS, SIXH, BUFD, BALT

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

SIXH0.31%$31

BALT0.69%$69

CBLS1.89%$189

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

Yields: CBLS, SIXH, BUFD, BALT

1.79%highest, SIXH

FundTrailing yieldYield$10k

SIXH1.79%$179

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

$148most kept, SIXH

SIXH$179 − $31 = $148

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, SIXH, BUFD, BALT

Today

3.4%most shared, CBLS and SIXH

CBLSSIXHBUFDBALT

CBLS—3.4%0.0%[…]

SIXH3.4%—0.0%[…]

BUFD0.0%0.0%—[…]

BALT[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+19.6%SIXH, at 8.6% volatility

BALTWorst drop−1.2%2.6% vol

BUFDWorst drop−3.4%5.8% vol

SIXHWorst drop−3.5%8.6% 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

SIXHBUFD

+14.7%Year to date+5.9%

1.8%Yield0.0%

+19.6%Past year+7.5%

0.31%Fee0.10%

3–1SIXH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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