Compare · 3 funds side by side · dividends reinvested

FDEC, BUFD and BALT

FDECFirst Trust×BUFDFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,053FDEC · best of the three

02 / 04

FDEC, BUFD and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Buffer ETF - DecemberDefined Outcome · Buffer0.85%0.00%+10.2%+13.0%+18.1%+10.6%−5.8%7.7%$1.3B1.8

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+8.4%+9.8%+13.6%+7.7%−3.4%5.3%$2.2B1.8

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$3.3B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: FDEC 2020 · BUFD 2021 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Buffer ETF - December · $1.3B$16,053

FDEC

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,149

$10,000 five years ago, dividends reinvested

FDECMeasureBUFD

+10.2%Year to dateJan 1 → Nov 5+8.4%

+13.0%1 yearTotal return+9.8%

+18.1%3 years · per year$10,000 became $16,464 · $14,662+13.6%

+10.6%5 years · per year$10,000 became $16,551 · $14,509+7.7%

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

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

−5.8%Worst dropSmaller is better−3.4%

7.7%VolatilityLower is calmer5.3%

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

4–3FDEC wins

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

More Ways to See the Pairs

FDEC vs BUFD: Top 5 Holdings

Today

FDEC

[…]in top 5

BUFD

in top 541.8%

FDECStockBUFD

not top 5DOCT8.4%

not top 5DNOV8.4%

not top 5DDEC8.4%

not top 5DJAN8.4%

not top 5DFEB8.3%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

FDEC vs BUFD Returns, Every Period

First TrustFDEC

+10.6%

5 years, per year

BUFDFirst Trust

+7.7%

5 years, per year

FDECBUFDFaded: behind in that period

4–0FDEC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FDEC vs BUFD

YTD

First TrustFDEC

+10.2%

BUFDFirst Trust

+8.4%

+10.2%Year to date+8.4%

−5.8%Worst drop · 1Y−3.4%

7.7%Volatility · 1Y5.3%

0.0%Yield0.0%

$1.3BAssets$2.2B

2–1BUFD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDEC, BUFD, BALT

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

FDEC0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FDEC, BUFD, BALT

0.00%highest, FDEC

FundTrailing yieldYield$10k

FDEC0.00%$0

BUFD0.00%$0

BALT0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

FDEC$0 − $85 = −$85

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FDEC, BUFD, BALT

Today

[…]holdings […]

FDECBUFDBALT

FDEC—[…][…]

BUFD[…]—[…]

BALT[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.0%FDEC, at 7.7% volatility

BALTWorst drop−1.2%2.4% vol

BUFDWorst drop−3.4%5.3% vol

FDECWorst drop−5.8%7.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FDECBUFD

+10.2%Year to date+8.4%

0.0%Yield0.0%

+13.0%Past year+9.8%

0.85%Fee0.10%

2–1FDEC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026