Compare · 3 funds side by side · dividends reinvested

FEBZ, BALT and BUFD

FEBZTrueShares×BALTInnovator×BUFDFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,507FEBZ · best of the three

02 / 04

FEBZ, BALT and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+5.9%+7.5%+12.6%+7.2%−3.4%5.8%$2.2B1.6

TrueShares Structured Outcome (February) ETFDefined Outcome · Hedged equity0.79%3.04%+5.3%+5.9%+15.2%+9.2%−7.2%10.5%$32M2.0

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.3B2.3

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

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

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (February) ETF · $32M$15,507

FEBZ

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,426

$10,000 five years ago, dividends reinvested

FEBZMeasureBALT

+5.3%Year to dateJan 1 → Nov 5+3.6%

+5.9%1 yearTotal return+5.3%

+15.2%3 years · per year$10,000 became $15,274 · $12,498+7.7%

+9.2%5 years · per year$10,000 became $15,507 · $13,426+6.1%

0.79%Expense ratio$79 · $69 a year on $10k · lower is better0.69%

3.04%Trailing 12-mo yield$304 · $0 a year on $10k0.00%

−7.2%Worst dropSmaller is better−1.2%

10.5%VolatilityLower is calmer2.6%

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

5–3FEBZ wins

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

More Ways to See the Pairs

FEBZ vs BALT: Top 5 Holdings

Today

FEBZ

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

FEBZ vs BALT Returns, Every Period

TrueSharesFEBZ

+9.2%

5 years, per year

BALTInnovator

+6.1%

5 years, per year

FEBZBALTFaded: behind in that period

4–0FEBZ wins

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

FEBZ vs BALT

YTD

TrueSharesFEBZ

+5.3%

BALTInnovator

+3.6%

+5.3%Year to date+3.6%

−7.2%Worst drop · 1Y−1.2%

10.5%Volatility · 1Y2.6%

3.0%Yield0.0%

$31.9MAssets$3.3B

2–2level

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

Cost, Income and Risk

Fees: FEBZ, BALT, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

FEBZ0.79%$79

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

Yields: FEBZ, BALT, BUFD

3.04%highest, FEBZ

FundTrailing yieldYield$10k

FEBZ3.04%$304

BALT0.00%$0

BUFD0.00%$0

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

Income After Fees on $10,000

$225most kept, FEBZ

FEBZ$304 − $79 = $225

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

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

Overlap: FEBZ, BALT, BUFD

Today

[…]holdings […]

FEBZBALTBUFD

FEBZ—[…][…]

BALT[…]—[…]

BUFD[…][…]—

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

Return vs Bumpiness: 3 ETFs

+7.5%BUFD, at 5.8% volatility

BALTWorst drop−1.2%2.6% vol

BUFDWorst drop−3.4%5.8% vol

FEBZWorst drop−7.2%10.5% vol

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

Paid More vs Made More

YTD

FEBZBUFD

+5.3%Year to date+5.9%

3.0%Yield0.0%

+5.9%Past year+7.5%

0.79%Fee0.10%

3–1BUFD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026