Compare · 4 funds side by side · dividends reinvested

DFEB, BAPR, BALT and BUFD

DFEBFirst Trust×BAPRInnovator×BALTInnovator×BUFDFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,615BAPR · best of the four

02 / 04

DFEB, BAPR, BALT and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+13.8%+16.0%+15.8%+10.7%−2.5%6.5%$408M1.8

FT Vest U.S. Equity Deep Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%+8.1%+10.6%+13.7%+8.1%−4.1%5.8%$450M2.4

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.4%+9.3%+12.5%+7.5%−3.4%5.9%$2.2B2.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B2.6

Rank among the four1st → 4thFee, 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: DFEB 2020 · BAPR 2019 · BALT 2021 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Deep Buffer ETF · $2.2B$14,347

BUFD

DFEB

FT Vest U.S. Equity Deep Buffer ETF - February · $450M$14,761

$10,000 five years ago, dividends reinvested

BUFDMeasureDFEB

+7.4%Year to dateJan 1 → Nov 9+8.1%

+9.3%1 yearTotal return+10.6%

+12.5%3 years · per year$10,000 became $14,226 · $14,715+13.7%

+7.5%5 years · per year$10,000 became $14,347 · $14,761+8.1%

0.10%Expense ratio$10 · $85 a year on $10k · lower is better0.85%

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

−3.4%Worst dropSmaller is better−4.1%

5.9%VolatilityLower is calmer5.8%

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

2–5DFEB wins

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

More Ways to See the Pairs

BUFD vs DFEB: Top 5 Holdings

Today

BUFD

41.9%in top 5

DFEB

in top 5[…]

BUFDStockDFEB

8.4%DNOVnot top 5

8.4%DMARnot top 5

8.4%DOCTnot top 5

8.4%DFEBnot top 5

8.3%DSEPnot top 5

Held in common[…]

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

BUFD vs DFEB Returns, Every Period

First TrustBUFD

+7.5%

5 years, per year

DFEBFirst Trust

+8.1%

5 years, per year

BUFDDFEBFaded: behind in that period

0–4DFEB wins

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

BUFD vs DFEB

YTD

First TrustBUFD

+7.4%

DFEBFirst Trust

+8.1%

+7.4%Year to date+8.1%

−3.4%Worst drop · 1Y−4.1%

5.9%Volatility · 1Y5.8%

0.0%Yield0.0%

$2.2BAssets$450M

2–1DFEB wins

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

Cost, Income and Risk

Fees: DFEB, BAPR, BALT, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

BAPR0.79%$79

DFEB0.85%$85

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

Yields: DFEB, BAPR, BALT, BUFD

0.00%highest, DFEB

FundTrailing yieldYield$10k

DFEB0.00%$0

BAPR0.00%$0

BALT0.00%$0

BUFD0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

BAPR$0 − $79 = −$79

DFEB$0 − $85 = −$85

KeptFee

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

Overlap: DFEB, BAPR, BALT, BUFD

Today

[…]holdings […]

DFEBBAPRBALTBUFD

DFEB—[…][…][…]

BAPR[…]—[…][…]

BALT[…][…]—[…]

BUFD[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+16.0%BAPR, at 6.5% volatility

BALTWorst drop−1.2%2.7% vol

DFEBWorst drop−4.1%5.8% vol

BUFDWorst drop−3.4%5.9% vol

BAPRWorst drop−2.5%6.5% vol

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

Paid More vs Made More

YTD

DFEBBAPR

+8.1%Year to date+13.8%

0.0%Yield0.0%

+10.6%Past year+16.0%

0.85%Fee0.79%

3–0BAPR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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