Compare · 4 funds side by side · dividends reinvested

DFEB, BUFD, SPY and BALT

DFEBFirst Trust×BUFDFirst Trust×SPYSPDR×BALTInnovator×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,493SPY · best of the four

02 / 04

DFEB, BUFD, SPY and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.8

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%$2.2B2.6

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFEB 2020 · BUFD 2021 · SPY 1993 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

DFEB

BUFD

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

$10,000 five years ago, dividends reinvested

DFEBMeasureBUFD

+8.1%Year to dateJan 1 → Nov 9+7.4%

+10.6%1 yearTotal return+9.3%

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

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

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

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

−4.1%Worst dropSmaller is better−3.4%

5.8%VolatilityLower is calmer5.9%

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

5–2DFEB 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 BUFD: Top 5 Holdings

Today

DFEB

[…]in top 5

BUFD

in top 541.9%

DFEBStockBUFD

not top 5DNOV8.4%

not top 5DMAR8.4%

not top 5DOCT8.4%

not top 5DFEB8.4%

not top 5DSEP8.3%

Held in common[…]

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

DFEB vs BUFD Returns, Every Period

First TrustDFEB

+8.1%

5 years, per year

BUFDFirst Trust

+7.5%

5 years, per year

DFEBBUFDFaded: behind in that period

4–0DFEB wins

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

Defined Outcome vs Core: DFEB vs SPY

YTD

First TrustDFEB

+8.1%

SPYSPDR

+11.2%

+8.1%Year to date+11.2%

−4.1%Worst drop · 1Y−8.9%

5.8%Volatility · 1Y13.7%

0.0%Yield1.0%

$450MAssets$778B

2–2level

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

Cost, Income and Risk

Fees: DFEB, BUFD, SPY, BALT

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BUFD0.10%$10

BALT0.69%$69

DFEB0.85%$85

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

Yields: DFEB, BUFD, SPY, BALT

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

DFEB0.00%$0

BUFD0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

DFEB$0 − $85 = −$85

KeptFee

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

Overlap: DFEB, BUFD, SPY, BALT

Today

0.0%most shared, BUFD and SPY

DFEBBUFDSPYBALT

DFEB—[…][…][…]

BUFD[…]—0.0%[…]

SPY[…]0.0%—[…]

BALT[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+13.5%SPY, at 13.7% volatility

BALTWorst drop−1.2%2.7% vol

DFEBWorst drop−4.1%5.8% vol

BUFDWorst drop−3.4%5.9% vol

SPYWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

SPYDFEB

+11.2%Year to date+8.1%

1.0%Yield0.0%

+13.5%Past year+10.6%

0.09%Fee0.85%

4–0SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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