Compare · 4 funds side by side · dividends reinvested

DFEB, BALT, IVV and BUFD

DFEBFirst Trust×BALTInnovator×IVViShares×BUFDFirst Trust×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,414IVV · best of the four

Story of the four · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the four · RiskSmallest drop

DFEB, BALT, IVV and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.8

FT Vest U.S. Equity Deep Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%+8.0%+10.4%+13.4%+8.1%−4.1%5.8%$450M2.4

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.2%+9.1%+12.0%+7.4%−3.4%5.9%$2.2B2.6

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.2%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B2.9

Rank among the four1st → 4thFee, 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: DFEB 2020 · BALT 2021 · IVV 2000 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FT Vest U.S. Equity Deep Buffer ETF - February · $450M$14,733

DFEB

More Ways to See the Pairs

DFEB vs IVV: Top 5 Holdings

Today

DFEB

[…]in top 5

IVV

in top 527.3%

DFEBStockIVV

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: DFEB, BALT, IVV, BUFD

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BUFD0.10%$10

BALT0.69%$69

DFEB0.85%$85

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

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

IVV

iShares Core S&P 500 ETF · $875B$17,414

$10,000 five years ago, dividends reinvested

DFEBMeasureIVV

+8.0%Year to dateJan 1 → Nov 10+10.9%

+10.4%1 yearTotal return+13.0%

+13.4%3 years · per year$10,000 became $14,583 · $17,934+21.5%

+8.1%5 years · per year$10,000 became $14,733 · $17,414+11.7%

0.85%Expense ratio$85 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $111 a year on $10k1.11%

−4.1%Worst dropSmaller is better−8.9%

5.8%VolatilityLower is calmer13.8%

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

2–6IVV wins

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

2.6%

Held in common[…]

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

DFEB vs IVV Returns, Every Period

5Y

First TrustDFEB

+8.1%

5 years, per year

IVViShares

+11.7%

5 years, per year

DFEBIVVFaded: behind in that period

0–4IVV wins

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

Defined Outcome vs Core: DFEB vs IVV

YTD

First TrustDFEB

+8.0%

IVViShares

+10.9%

+8.0%Year to date+10.9%

−4.1%Worst drop · 1Y−8.9%

5.8%Volatility · 1Y13.8%

0.0%Yield1.1%

$450MAssets$875B

2–2level

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

Yields: DFEB, BALT, IVV, BUFD

1Y

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

DFEB0.00%$0

BALT0.00%$0

BUFD0.00%$0

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

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

DFEB$0 − $85 = −$85

KeptFee

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

Overlap: DFEB, BALT, IVV, BUFD

Today

0.0%most shared, IVV and BUFD

DFEBBALTIVVBUFD

DFEB—[…][…][…]

BALT[…]—[…][…]

IVV[…][…]—0.0%

BUFD[…][…]0.0%—

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

Return vs Bumpiness: 4 ETFs

1Y

+13.0%IVV, at 13.8% volatility

BALTWorst drop−1.2%2.7% vol

DFEBWorst drop−4.1%5.8% vol

BUFDWorst drop−3.4%5.9% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

IVVDFEB

+10.9%Year to date+8.0%

1.1%Yield0.0%

+13.0%Past year+10.4%

0.03%Fee0.85%

4–0IVV wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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DFEB, BALT, IVV and BUFD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four