Compare · 4 funds side by side · dividends reinvested

DFEB, BAPR, BALT and SFLR

DFEBFirst Trust×BAPRInnovator×BALTInnovator×SFLRInnovator×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,366BAPR · best of the four

02 / 04

DFEB, BAPR, BALT and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+12.0%+14.0%+16.0%+10.4%−2.5%6.4%$407M1.6

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.2B2.3

FT Vest U.S. Equity Deep Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%+6.6%+8.7%+14.1%+7.8%−4.1%5.7%$459M2.4

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+2.8%+3.6%+15.2%[…]−6.8%10.7%$2.2B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFEB 2020 · BAPR 2019 · BALT 2021 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Buffer ETF · $407M$16,366

BAPR

DFEB

FT Vest U.S. Equity Deep Buffer ETF - February · $459M$14,568

$10,000 five years ago, dividends reinvested

BAPRMeasureDFEB

+12.0%Year to dateJan 1 → Nov 5+6.6%

+14.0%1 yearTotal return+8.7%

+16.0%3 years · per year$10,000 became $15,615 · $14,835+14.1%

+10.4%5 years · per year$10,000 became $16,366 · $14,568+7.8%

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%

−2.5%Worst dropSmaller is better−4.1%

6.4%VolatilityLower is calmer5.7%

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

6–1BAPR wins

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

More Ways to See the Pairs

BAPR vs DFEB: Top 5 Holdings

Today

BAPR

[…]in top 5

DFEB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

BAPR vs DFEB Returns, Every Period

InnovatorBAPR

+10.4%

5 years, per year

DFEBFirst Trust

+7.8%

5 years, per year

BAPRDFEBFaded: behind in that period

4–0BAPR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BAPR vs SFLR

YTD

InnovatorBAPR

+12.0%

SFLRInnovator

+2.8%

+12.0%Year to date+2.8%

−2.5%Worst drop · 1Y−6.8%

6.4%Volatility · 1Y10.7%

0.0%Yield0.3%

$407MAssets$2.2B

3–1BAPR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFEB, BAPR, BALT, SFLR

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

BAPR0.79%$79

DFEB0.85%$85

SFLR0.89%$89

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFEB, BAPR, BALT, SFLR

0.25%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.25%$25

DFEB0.00%$0

BAPR0.00%$0

BALT0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$64most kept, SFLR

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

BAPR$0 − $79 = −$79

DFEB$0 − $85 = −$85

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFEB, BAPR, BALT, SFLR

Today

[…]holdings […]

DFEBBAPRBALTSFLR

DFEB—[…][…][…]

BAPR[…]—[…][…]

BALT[…][…]—[…]

SFLR[…][…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+14.0%BAPR, at 6.4% volatility

BALTWorst drop−1.2%2.6% vol

DFEBWorst drop−4.1%5.7% vol

BAPRWorst drop−2.5%6.4% vol

SFLRWorst drop−6.8%10.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SFLRBAPR

+2.8%Year to date+12.0%

0.3%Yield0.0%

+3.6%Past year+14.0%

0.89%Fee0.79%

3–1BAPR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026