Compare · 3 funds side by side · dividends reinvested

FBUF, BALT and SFLR

FBUFFidelity×BALTInnovator×SFLRInnovator×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,502BALT · best of the three

Story of the three · IncomeMost incomeFBUF · 0.59% · $59 a year on $10k

Story of the three · RiskSmallest drop

FBUF, BALT and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Dynamic Buffered Equity ETFDefined Outcome · Buffer0.52%0.59%+7.0%+9.7%[…][…]−5.6%8.8%$27M1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.2%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B2.0

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+4.8%+6.2%+15.0%[…]−6.8%10.8%$2.2B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: FBUF 2024 · BALT 2021 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

FBUF

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,502

$10,000 five years ago, dividends reinvested

FBUFMeasure

More Ways to See the Pairs

FBUF vs BALT: Top 5 Holdings

Today

FBUF

27.2%in top 5

BALT

in top 5[…]

FBUFStockBALT

8.1%AAPLnot top 5

6.8%NVDAnot top 5

5.6%MSFTnot top 5

4.2%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: FBUF, BALT, SFLR

Today

0.52%lowest, FBUF

FundExpense ratioFee$10k

FBUF0.52%$52

BALT0.69%$69

SFLR0.89%$89

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

Yields: FBUF, BALT, SFLR

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

BALT

+7.0%Year to dateJan 1 → Nov 10+4.2%

+9.7%1 yearTotal return+6.0%

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

[…]5 years · per year$10,000 became […] · $13,502+6.2%

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%

8.8%VolatilityLower is calmer2.7%

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

4–2FBUF wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

FBUF vs BALT Returns, Every Period

1Y

FidelityFBUF

+9.7%

past year

BALTInnovator

+6.0%

past year

FBUFBALTFaded: behind in that period

2–0FBUF wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

FBUF vs SFLR

YTD

FidelityFBUF

+7.0%

SFLRInnovator

+4.8%

+7.0%Year to date+4.8%

−5.6%Worst drop · 1Y−6.8%

8.8%Volatility · 1Y10.8%

0.6%Yield0.2%

$27.4MAssets$2.2B

4–0FBUF wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

0.59%highest, FBUF

FundTrailing yieldYield$10k

FBUF0.59%$59

SFLR0.25%$25

BALT0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$7most kept, FBUF

FBUF$59 − $52 = $7

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FBUF, BALT, SFLR

Today

62.0%most shared, FBUF and SFLR

FBUFBALTSFLR

FBUF—[…]62.0%

BALT[…]—[…]

SFLR62.0%[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+9.7%FBUF, at 8.8% volatility

BALTWorst drop−1.2%2.7% vol

FBUFWorst drop−5.6%8.8% vol

SFLRWorst drop−6.8%10.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

FBUFSFLR

+7.0%Year to date+4.8%

0.6%Yield0.2%

+9.7%Past year+6.2%

0.52%Fee0.89%

4–0FBUF wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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FBUF, BALT and SFLR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three