Compare · 3 funds side by side · dividends reinvested

DFEB, BALT and HELO

DFEBFirst Trust×BALTInnovator×HELOJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,759DFEB · best of the three

Story of the three · IncomeMost incomeHELO · 0.57% · $57 a year on $10k

Story of the three · RiskSmallest drop

DFEB, BALT and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Deep Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%+8.4%+10.0%+13.4%+8.1%−4.1%5.8%$457M1.6

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+5.9%+7.6%+6.2%−1.2%2.7%$3.3B1.9

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+3.9%+5.0%+11.2%[…]−5.8%7.8%$4.9B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFEB 2020 · BALT 2021 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FT Vest U.S. Equity Deep Buffer ETF - February · $457M$14,759

DFEB

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,516

$10,000 five years ago, dividends reinvested

DFEBMeasure

More Ways to See the Pairs

DFEB vs BALT: Top 5 Holdings

Today

DFEB

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

DFEB vs BALT Returns, Every Period

5Y

First TrustDFEB

Cost, Income and Risk

Fees: DFEB, BALT, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

BALT0.69%$69

DFEB0.85%$85

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFEB, BALT, HELO

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

BALT

+8.4%Year to dateJan 1 → Nov 13+4.4%

+10.0%1 yearTotal return+5.9%

+13.4%3 years · per year$10,000 became $14,580 · $12,462+7.6%

+8.1%5 years · per year$10,000 became $14,759 · $13,516+6.2%

0.85%Expense ratio$85 · $69 a year on $10k · lower is better0.69%

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

−4.1%Worst dropSmaller is better−1.2%

5.8%VolatilityLower is calmer2.7%

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

4–3DFEB wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

+8.1%

5 years, per year

BALTInnovator

+6.2%

5 years, per year

DFEBBALTFaded: behind in that period

4–0DFEB wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFEB vs HELO

YTD

First TrustDFEB

+8.4%

HELOJ.P. Morgan

+3.9%

+8.4%Year to date+3.9%

−4.1%Worst drop · 1Y−5.8%

5.8%Volatility · 1Y7.8%

0.0%Yield0.6%

$457MAssets$4.9B

3–1DFEB wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

0.57%highest, HELO

FundTrailing yieldYield$10k

HELO0.57%$57

DFEB0.00%$0

BALT0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$7most kept, HELO

HELO$57 − $50 = $7

BALT$0 − $69 = −$69

DFEB$0 − $85 = −$85

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFEB, BALT, HELO

Today

[…]holdings […]

DFEBBALTHELO

DFEB—[…][…]

BALT[…]—[…]

HELO[…][…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.0%DFEB, at 5.8% volatility

BALTWorst drop−1.2%2.7% vol

DFEBWorst drop−4.1%5.8% vol

HELOWorst drop−5.8%7.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

HELODFEB

+3.9%Year to date+8.4%

0.6%Yield0.0%

+5.0%Past year+10.0%

0.50%Fee0.85%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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DFEB, BALT and HELO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three