Compare · 3 funds side by side · dividends reinvested

DFEB, BUFQ and BALT

DFEBFirst Trust×BUFQFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,761DFEB · best of the three

02 / 04

DFEB, BUFQ and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Nasdaq Buffer ETFDefined Outcome · Buffer0.10%0.00%+8.4%+10.8%+15.1%[…]−8.2%10.8%$1.6B1.6

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%$450M1.9

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B2.0

Rank among the three1st → 3rdFee, 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 · BUFQ 2022 · 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

BUFQ

FT Vest Laddered Nasdaq Buffer ETF · $1.6B[…]

$10,000 five years ago, dividends reinvested

DFEBMeasureBUFQ

+8.1%Year to dateJan 1 → Nov 9+8.4%

+10.6%1 yearTotal return+10.8%

+13.7%3 years · per year$10,000 became $14,715 · $15,235+15.1%

+8.1%5 years · per year$10,000 became $14,761 · […][…]

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−8.2%

5.8%VolatilityLower is calmer10.8%

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

2–4BUFQ 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 BUFQ: Top 5 Holdings

Today

DFEB

[…]in top 5

BUFQ

in top 5100.0%

DFEBStockBUFQ

not top 5QMAR25.6%

not top 5QDEC25.1%

not top 5QSPT24.8%

not top 5QJUN24.5%

Held in common[…]

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

DFEB vs BUFQ Returns, Every Period

First TrustDFEB

+10.6%

past year

BUFQFirst Trust

+10.8%

past year

DFEBBUFQFaded: behind in that period

0–3BUFQ wins

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

DFEB vs BUFQ

YTD

First TrustDFEB

+8.1%

BUFQFirst Trust

+8.4%

+8.1%Year to date+8.4%

−4.1%Worst drop · 1Y−8.2%

5.8%Volatility · 1Y10.8%

0.0%Yield0.0%

$450MAssets$1.6B

2–1DFEB wins

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

Cost, Income and Risk

Fees: DFEB, BUFQ, BALT

Today

0.10%lowest, BUFQ

FundExpense ratioFee$10k

BUFQ0.10%$10

BALT0.69%$69

DFEB0.85%$85

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

Yields: DFEB, BUFQ, BALT

0.00%highest, DFEB

FundTrailing yieldYield$10k

DFEB0.00%$0

BUFQ0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFQ

BUFQ$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, BUFQ, BALT

Today

[…]holdings […]

DFEBBUFQBALT

DFEB—[…][…]

BUFQ[…]—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+10.8%BUFQ, at 10.8% volatility

BALTWorst drop−1.2%2.7% vol

DFEBWorst drop−4.1%5.8% vol

BUFQWorst drop−8.2%10.8% vol

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

Paid More vs Made More

YTD

DFEBBUFQ

+8.1%Year to date+8.4%

0.0%Yield0.0%

+10.6%Past year+10.8%

0.85%Fee0.10%

3–0BUFQ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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