Compare · 3 funds side by side · dividends reinvested

CMAY, FJAN and BALT

CMAYCorgi Funds×FJANFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,909FJAN · best of the three

02 / 04

CMAY, FJAN and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Corgi ETF Trust I - Corgi U.S. Equities 15% Structured Buffer ETF - May SeriesDefined Outcome · Buffer0.30%0.00%[…][…][…][…][…][…]$1M1.0

FT Vest U.S. Equity Buffer ETF - JanuaryDefined Outcome · Buffer0.85%0.00%+10.1%+12.4%+16.9%+11.1%−5.9%7.6%$1.5B1.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.2B1.6

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: CMAY 2026 · FJAN 2021 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Corgi ETF Trust I - Corgi U.S. Equities 15% Structured Buffer ETF - May Series · $1M[…]

CMAY

FJAN

FT Vest U.S. Equity Buffer ETF - January · $1.5B$16,909

$10,000 five years ago, dividends reinvested

CMAYMeasureFJAN

[…]Year to dateJan 1 → Nov 5+10.1%

[…]1 yearTotal return+12.4%

[…]3 years · per year$10,000 became […] · $15,989+16.9%

[…]5 years · per year$10,000 became […] · $16,909+11.1%

0.30%Expense ratio$30 · $85 a year on $10k · lower is better0.85%

0.00%Trailing 12-mo yield$0 · $0 a year on $10k0.00%

[…]Worst dropSmaller is better−5.9%

[…]VolatilityLower is calmer7.6%

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

1–0CMAY wins

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

More Ways to See the Pairs

CMAY vs FJAN: Top 5 Holdings

Today

CMAY

[…]in top 5

FJAN

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

CMAY vs FJAN Returns, Every Period

Corgi FundsCMAY

[…]

past year

FJANFirst Trust

+12.4%

past year

Returns […]

CMAYFJANFaded: behind in that period

0–0Level

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

CMAY vs FJAN

YTD

Corgi FundsCMAY

[…]

FJANFirst Trust

+10.1%

[…]Year to date+10.1%

[…]Worst drop · 1Y−5.9%

[…]Volatility · 1Y7.6%

0.0%Yield0.0%

$1.2MAssets$1.5B

0–0level

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

Cost, Income and Risk

Fees: CMAY, FJAN, BALT

Today

0.30%lowest, CMAY

FundExpense ratioFee$10k

CMAY0.30%$30

BALT0.69%$69

FJAN0.85%$85

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

Yields: CMAY, FJAN, BALT

0.00%highest, CMAY

FundTrailing yieldYield$10k

CMAY0.00%$0

FJAN0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$30most kept, CMAY

CMAY$0 − $30 = −$30

BALT$0 − $69 = −$69

FJAN$0 − $85 = −$85

KeptFee

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

Overlap: CMAY, FJAN, BALT

Today

[…]holdings […]

CMAYFJANBALT

CMAY—[…][…]

FJAN[…]—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+12.4%FJAN, at 7.6% volatility

BALTWorst drop−1.2%2.6% vol

FJANWorst drop−5.9%7.6% vol

CMAYWorst drop[…][…]

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

Paid More vs Made More

YTD

CMAYFJAN

[…]Year to date+10.1%

0.0%Yield0.0%

[…]Past year+12.4%

0.30%Fee0.85%

1–0CMAY 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