Compare · 4 funds side by side · dividends reinvested

DFEB, SFLR, VOO and BALT

DFEBFirst Trust×SFLRInnovator×VOOVanguard×BALTInnovator×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

DFEB, SFLR, VOO and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.8

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

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B2.8

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+5.3%+7.0%+15.4%[…]−6.8%10.8%$2.2B2.9

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 · SFLR 2022 · VOO 2010 · 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

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,532

$10,000 five years ago, dividends reinvested

DFEBMeasureBALT

+8.1%Year to dateJan 1 → Nov 9+4.4%

+10.6%1 yearTotal return+6.2%

+13.7%3 years · per year$10,000 became $14,715 · $12,502+7.7%

+8.1%5 years · per year$10,000 became $14,761 · $13,532+6.2%

0.85%Expense ratio$85 · $69 a year on $10k · lower is better0.69%

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

−4.1%Worst dropSmaller is better−1.2%

5.8%VolatilityLower is calmer2.7%

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

4–3DFEB 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 BALT: Top 5 Holdings

Today

DFEB

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

DFEB vs BALT Returns, Every Period

First TrustDFEB

+8.1%

5 years, per year

BALTInnovator

+6.2%

5 years, per year

DFEBBALTFaded: 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 VOO

YTD

First TrustDFEB

+8.1%

VOOVanguard

+11.3%

+8.1%Year to date+11.3%

−4.1%Worst drop · 1Y−8.9%

5.8%Volatility · 1Y13.7%

0.0%Yield1.1%

$450MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: DFEB, SFLR, VOO, BALT

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

BALT0.69%$69

DFEB0.85%$85

SFLR0.89%$89

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

Yields: DFEB, SFLR, VOO, BALT

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

SFLR0.25%$25

DFEB0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

DFEB$0 − $85 = −$85

KeptFee

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

Overlap: DFEB, SFLR, VOO, BALT

Today

64.2%most shared, SFLR and VOO

DFEBSFLRVOOBALT

DFEB—[…][…][…]

SFLR[…]—64.2%[…]

VOO[…]64.2%—[…]

BALT[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+13.6%VOO, at 13.7% volatility

BALTWorst drop−1.2%2.7% vol

DFEBWorst drop−4.1%5.8% vol

SFLRWorst drop−6.8%10.8% vol

VOOWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

VOODFEB

+11.3%Year to date+8.1%

1.1%Yield0.0%

+13.6%Past year+10.6%

0.03%Fee0.85%

4–0VOO 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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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