Compare · 4 funds side by side · dividends reinvested

DFEB, VOO, BALT and IVV

DFEBFirst Trust×VOOVanguard×BALTInnovator×IVViShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,398IVV · best of the four

Story of the four · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the four · RiskSmallest drop

DFEB, VOO, BALT and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$883B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.9%+12.1%+21.7%+11.7%−8.9%13.7%$1.00T2.3

FT Vest U.S. Equity Deep Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%+8.6%+10.2%+13.5%+8.2%−4.1%5.8%$455M2.9

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.5%+5.9%+7.6%+6.2%−1.2%2.7%$3.3B3.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFEB 2020 · VOO 2010 · BALT 2021 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FT Vest U.S. Equity Deep Buffer ETF - February · $455M$14,803

DFEB

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 12, 2026 · share of each fund

DFEB vs BALT Returns, Every Period

5Y

First TrustDFEB

Cost, Income and Risk

Fees: DFEB, VOO, BALT, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

BALT0.69%$69

DFEB0.85%$85

End-of-day Nov 12, 2026 · fee on $10,000 a year

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SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,530

$10,000 five years ago, dividends reinvested

DFEBMeasureBALT

+8.6%Year to dateJan 1 → Nov 12+4.5%

+10.2%1 yearTotal return+5.9%

+13.5%3 years · per year$10,000 became $14,611 · $12,471+7.6%

+8.2%5 years · per year$10,000 became $14,803 · $13,530+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 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

+8.2%

5 years, per year

BALTInnovator

+6.2%

5 years, per year

DFEBBALTFaded: behind in that period

4–0DFEB wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: DFEB vs IVV

YTD

First TrustDFEB

+8.6%

IVViShares

+12.0%

+8.6%Year to date+12.0%

−4.1%Worst drop · 1Y−8.9%

5.8%Volatility · 1Y13.7%

0.0%Yield1.1%

$455MAssets$883B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: DFEB, VOO, BALT, IVV

1Y

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

VOO1.07%$107

DFEB0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

VOO$107 − $3 = $104

BALT$0 − $69 = −$69

DFEB$0 − $85 = −$85

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFEB, VOO, BALT, IVV

Today

93.3%most shared, VOO and IVV

DFEBVOOBALTIVV

DFEB—[…][…][…]

VOO[…]—[…]93.3%

BALT[…][…]—[…]

IVV[…]93.3%[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+12.2%IVV, at 13.7% volatility

BALTWorst drop−1.2%2.7% vol

DFEBWorst drop−4.1%5.8% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IVVVOO

+12.0%Year to date+11.9%

1.1%Yield1.1%

+12.2%Past year+12.1%

0.03%Fee0.03%

2–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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DFEB, VOO, BALT and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four