Compare · 3 funds side by side · dividends reinvested

DDFD, FJAN and BALT

DDFDInnovator×FJANFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,674FJAN · best of the three

02 / 04

DDFD, FJAN and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Buffer ETF - JanuaryDefined Outcome · Buffer0.85%0.00%+8.9%+11.8%+15.4%+10.8%−5.9%8.2%$1.5B1.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B1.6

Innovator Equity Dual Directional 15 Buffer ETF - DecemberDefined Outcome · Buffer0.79%0.00%+6.7%[…][…][…][…][…]$95M1.7

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: DDFD 2025 · FJAN 2021 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Equity Dual Directional 15 Buffer ETF - December · $95M[…]

DDFD

FJAN

FT Vest U.S. Equity Buffer ETF - January · $1.5B$16,674

$10,000 five years ago, dividends reinvested

DDFDMeasureFJAN

+6.7%Year to dateJan 1 → Nov 9+8.9%

[…]1 yearTotal return+11.8%

[…]3 years · per year$10,000 became […] · $15,364+15.4%

[…]5 years · per year$10,000 became […] · $16,674+10.8%

0.79%Expense ratio$79 · $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 calmer8.2%

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

1–1Level

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

More Ways to See the Pairs

DDFD vs FJAN: Top 5 Holdings

Today

DDFD

[…]in top 5

FJAN

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

DDFD vs FJAN Returns, Every Period

InnovatorDDFD

[…]

past year

FJANFirst Trust

+11.8%

past year

DDFDFJANFaded: behind in that period

0–1FJAN wins

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

DDFD vs FJAN

YTD

InnovatorDDFD

+6.7%

FJANFirst Trust

+8.9%

+6.7%Year to date+8.9%

[…]Worst drop · 1Y−5.9%

[…]Volatility · 1Y8.2%

0.0%Yield0.0%

$94.6MAssets$1.5B

1–0FJAN wins

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

Cost, Income and Risk

Fees: DDFD, FJAN, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

DDFD0.79%$79

FJAN0.85%$85

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

Yields: DDFD, FJAN, BALT

0.00%highest, DDFD

FundTrailing yieldYield$10k

DDFD0.00%$0

FJAN0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$69most kept, BALT

BALT$0 − $69 = −$69

DDFD$0 − $79 = −$79

FJAN$0 − $85 = −$85

KeptFee

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

Overlap: DDFD, FJAN, BALT

Today

[…]holdings […]

DDFDFJANBALT

DDFD—[…][…]

FJAN[…]—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+11.8%FJAN, at 8.2% volatility

BALTWorst drop−1.2%2.7% vol

FJANWorst drop−5.9%8.2% vol

DDFDWorst drop[…][…]

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

Paid More vs Made More

YTD

DDFDFJAN

+6.7%Year to date+8.9%

0.0%Yield0.0%

[…]Past year+11.8%

0.79%Fee0.85%

1–1level

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%

$122BAssets$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