Compare · 4 funds side by side · dividends reinvested

DFEB, BAPR, SFLR and HELO

DFEBFirst Trust×BAPRInnovator×SFLRInnovator×HELOJ.P. Morgan×

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, SFLR and HELO, 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%$408M1.5

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%$450M2.3

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.0%+6.2%+11.6%[…]−5.8%7.8%$4.8B2.9

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+5.3%+7.0%+15.4%[…]−6.8%10.8%$2.2B3.1

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 · SFLR 2022 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

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

DFEB

BAPR

Innovator U.S. Equity Buffer ETF · $408M$16,615

$10,000 five years ago, dividends reinvested

DFEBMeasureBAPR

+8.1%Year to dateJan 1 → Nov 9+13.8%

+10.6%1 yearTotal return+16.0%

+13.7%3 years · per year$10,000 became $14,715 · $15,510+15.8%

+8.1%5 years · per year$10,000 became $14,761 · $16,615+10.7%

0.85%Expense ratio$85 · $79 a year on $10k · lower is better0.79%

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

−4.1%Worst dropSmaller is better−2.5%

5.8%VolatilityLower is calmer6.5%

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

1–6BAPR wins

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

More Ways to See the Pairs

DFEB vs BAPR: Top 5 Holdings

Today

DFEB

[…]in top 5

BAPR

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

DFEB vs BAPR Returns, Every Period

First TrustDFEB

+8.1%

5 years, per year

BAPRInnovator

+10.7%

5 years, per year

DFEBBAPRFaded: behind in that period

0–4BAPR wins

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

DFEB vs HELO

YTD

First TrustDFEB

+8.1%

HELOJ.P. Morgan

+4.0%

+8.1%Year to date+4.0%

−4.1%Worst drop · 1Y−5.8%

5.8%Volatility · 1Y7.8%

0.0%Yield0.6%

$450MAssets$4.8B

3–1DFEB wins

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

Cost, Income and Risk

Fees: DFEB, BAPR, SFLR, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

BAPR0.79%$79

DFEB0.85%$85

SFLR0.89%$89

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

Yields: DFEB, BAPR, SFLR, HELO

0.57%highest, HELO

FundTrailing yieldYield$10k

HELO0.57%$57

SFLR0.25%$25

DFEB0.00%$0

BAPR0.00%$0

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

Income After Fees on $10,000

$7most kept, HELO

HELO$57 − $50 = $7

SFLR$25 − $89 = −$64

BAPR$0 − $79 = −$79

DFEB$0 − $85 = −$85

KeptFee

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

Overlap: DFEB, BAPR, SFLR, HELO

Today

56.5%most shared, SFLR and HELO

DFEBBAPRSFLRHELO

DFEB—[…][…][…]

BAPR[…]—[…][…]

SFLR[…][…]—56.5%

HELO[…][…]56.5%—

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

DFEBWorst drop−4.1%5.8% vol

BAPRWorst drop−2.5%6.5% vol

HELOWorst drop−5.8%7.8% vol

SFLRWorst drop−6.8%10.8% vol

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

Paid More vs Made More

YTD

HELOBAPR

+4.0%Year to date+13.8%

0.6%Yield0.0%

+6.2%Past year+16.0%

0.50%Fee0.79%

2–2level

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%

$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