Compare · 3 funds side by side · dividends reinvested

CTMA, BALT and BUFD

CTMACorgi Funds×BALTInnovator×BUFDFirst Trust×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,294BUFD · best of the three

Story of the three · IncomeMost incomeCTMA · 0.00% · $0 a year on $10k

Story of the three · RiskSmallest drop

CTMA, BALT and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.2%+9.1%+12.0%+7.4%−3.4%5.9%$2.2B1.3

Corgi ETF Trust I - Corgi U.S. Equities 30% Structured Buffer ETF - May SeriesDefined Outcome · Buffer0.30%0.00%[…][…][…][…][…][…]$1M1.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.2%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B1.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: CTMA 2026 · BALT 2021 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Corgi ETF Trust I - Corgi U.S. Equities 30% Structured Buffer ETF - May Series · $1M[…]

CTMA

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,502

$10,000 five years ago, dividends reinvested

CTMA

More Ways to See the Pairs

CTMA vs BALT: Top 5 Holdings

Today

CTMA

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

CTMA vs BALT Returns, Every Period

1Y

Corgi FundsCTMA

[…]

past year

BALTInnovator

+6.0%

past year

Returns […]

Cost, Income and Risk

Fees: CTMA, BALT, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

CTMA0.30%$30

BALT0.69%$69

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

Yields: CTMA, BALT, BUFD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

BALT

[…]Year to dateJan 1 → Nov 10+4.2%

[…]1 yearTotal return+6.0%

[…]3 years · per year$10,000 became […] · $12,479+7.7%

[…]5 years · per year$10,000 became […] · $13,502+6.2%

0.30%Expense ratio$30 · $69 a year on $10k · lower is better0.69%

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

[…]Worst dropSmaller is better−1.2%

[…]VolatilityLower is calmer2.7%

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

1–0CTMA wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

CTMA

BALT

Faded: behind in that period

0–0Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CTMA vs BALT

YTD

Corgi FundsCTMA

[…]

BALTInnovator

+4.2%

[…]Year to date+4.2%

[…]Worst drop · 1Y−1.2%

[…]Volatility · 1Y2.7%

0.0%Yield0.0%

$1.2MAssets$3.3B

0–0level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

0.00%highest, CTMA

FundTrailing yieldYield$10k

CTMA0.00%$0

BALT0.00%$0

BUFD0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

−$10most kept, BUFD

BUFD$0 − $10 = −$10

CTMA$0 − $30 = −$30

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CTMA, BALT, BUFD

Today

[…]holdings […]

CTMABALTBUFD

CTMA—[…][…]

BALT[…]—[…]

BUFD[…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+9.1%BUFD, at 5.9% volatility

BALTWorst drop−1.2%2.7% vol

BUFDWorst drop−3.4%5.9% vol

CTMAWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

CTMABUFD

[…]Year to date+7.2%

0.0%Yield0.0%

[…]Past year+9.1%

0.30%Fee0.10%

1–0BUFD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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CTMA, BALT and BUFD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three