Compare · 2 funds side by side · dividends reinvested

FBUF and BALT

FBUFFidelity×BALTInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,449BALT · best of the two

02 / 04

FBUF and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Dynamic Buffered Equity ETFDefined Outcome · Buffer0.52%0.59%+6.2%+8.1%[…][…]−5.6%8.7%$27M1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.3B1.5

Rank among the two1st → 2ndFee, 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: FBUF 2024 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Dynamic Buffered Equity ETF · $27M[…]

FBUF

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,449

$10,000 five years ago, dividends reinvested

FBUFMeasureBALT

+6.2%Year to dateJan 1 → Nov 6+3.8%

+8.1%1 yearTotal return+5.5%

[…]3 years · per year$10,000 became […] · $12,479+7.7%

[…]5 years · per year$10,000 became […] · $13,449+6.1%

0.52%Expense ratio$52 · $69 a year on $10k · lower is better0.69%

0.59%Trailing 12-mo yield$59 · $0 a year on $10k0.00%

−5.6%Worst dropSmaller is better−1.2%

8.7%VolatilityLower is calmer2.6%

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

4–2FBUF wins

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

More Ways to See the Pairs

FBUF vs BALT: Top 5 Holdings

Today

FBUF

27.2%in top 5

BALT

in top 5[…]

FBUFStockBALT

8.0%AAPLnot top 5

7.0%NVDAnot top 5

5.5%MSFTnot top 5

4.1%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common[…]

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

FBUF vs BALT Returns, Every Period

FidelityFBUF

+8.1%

past year

BALTInnovator

+5.5%

past year

FBUFBALTFaded: behind in that period

2–0FBUF wins

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

FBUF vs BALT

YTD

FidelityFBUF

+6.2%

BALTInnovator

+3.8%

+6.2%Year to date+3.8%

−5.6%Worst drop · 1Y−1.2%

8.7%Volatility · 1Y2.6%

0.6%Yield0.0%

$27.4MAssets$3.3B

2–2level

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

Cost, Income and Risk

Fees: FBUF, BALT

Today

0.52%lowest, FBUF

FundExpense ratioFee$10k

FBUF0.52%$52

BALT0.69%$69

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

Yields: FBUF, BALT

0.59%highest, FBUF

FundTrailing yieldYield$10k

FBUF0.59%$59

BALT0.00%$0

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

Income After Fees on $10,000

$7most kept, FBUF

FBUF$59 − $52 = $7

BALT$0 − $69 = −$69

KeptFee

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

Overlap: FBUF, BALT

Today

[…]holdings […]

FBUFBALT

FBUF—[…]

BALT[…]—

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

Return vs Bumpiness: 2 ETFs

+8.1%FBUF, at 8.7% volatility

BALTWorst drop−1.2%2.6% vol

FBUFWorst drop−5.6%8.7% vol

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

Paid More vs Made More

YTD

FBUFBALT

+6.2%Year to date+3.8%

0.6%Yield0.0%

+8.1%Past year+5.5%

0.52%Fee0.69%

4–0FBUF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026