Compare · 4 funds side by side · dividends reinvested

DFEB, SFLR, IVV and BALT

DFEBFirst Trust×SFLRInnovator×IVViShares×BALTInnovator×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

DFEB, SFLR, IVV and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

FT Vest U.S. Equity Deep Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%+6.9%+8.8%+13.8%+7.9%−4.1%5.7%$450M2.4

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.3B2.5

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+3.1%+3.7%+14.9%[…]−6.8%10.7%$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 6, 2026 · returns include dividends · since: DFEB 2020 · SFLR 2022 · IVV 2000 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Deep Buffer ETF - February · $450M$14,594

DFEB

SFLR

Innovator Equity Managed Floor ETF · $2.2B[…]

$10,000 five years ago, dividends reinvested

DFEBMeasureSFLR

+6.9%Year to dateJan 1 → Nov 6+3.1%

+8.8%1 yearTotal return+3.7%

+13.8%3 years · per year$10,000 became $14,754 · $15,180+14.9%

+7.9%5 years · per year$10,000 became $14,594 · […][…]

0.85%Expense ratio$85 · $89 a year on $10k · lower is better0.89%

0.00%Trailing 12-mo yield$0 · $25 a year on $10k0.25%

−4.1%Worst dropSmaller is better−6.8%

5.7%VolatilityLower is calmer10.7%

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

5–2DFEB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFEB vs SFLR: Top 5 Holdings

Today

DFEB

[…]in top 5

SFLR

in top 526.9%

DFEBStockSFLR

not top 5AAPL7.8%

not top 5NVDA6.5%

not top 5MSFT6.0%

not top 5AMZN4.1%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

DFEB vs SFLR Returns, Every Period

First TrustDFEB

+8.8%

past year

SFLRInnovator

+3.7%

past year

DFEBSFLRFaded: behind in that period

2–1DFEB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: DFEB vs IVV

YTD

First TrustDFEB

+6.9%

IVViShares

+8.7%

+6.9%Year to date+8.7%

−4.1%Worst drop · 1Y−8.9%

5.7%Volatility · 1Y13.6%

0.0%Yield1.1%

$450MAssets$853B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFEB, SFLR, IVV, BALT

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BALT0.69%$69

DFEB0.85%$85

SFLR0.89%$89

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFEB, SFLR, IVV, BALT

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SFLR0.25%$25

DFEB0.00%$0

BALT0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

DFEB$0 − $85 = −$85

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFEB, SFLR, IVV, BALT

Today

66.2%most shared, SFLR and IVV

DFEBSFLRIVVBALT

DFEB—[…][…][…]

SFLR[…]—66.2%[…]

IVV[…]66.2%—[…]

BALT[…][…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+9.8%IVV, at 13.6% volatility

BALTWorst drop−1.2%2.6% vol

DFEBWorst drop−4.1%5.7% vol

SFLRWorst drop−6.8%10.7% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVDFEB

+8.7%Year to date+6.9%

1.1%Yield0.0%

+9.8%Past year+8.8%

0.03%Fee0.85%

4–0IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026