Compare · 2 funds side by side · dividends reinvested

FFEB and BALT

FFEBFirst Trust×BALTInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,231FFEB · best of the two

02 / 04

FFEB and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%+11.3%+13.2%+18.2%+10.8%−5.7%7.2%$1.4B1.4

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$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 5, 2026 · returns include dividends · since: FFEB 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Buffer ETF - February · $1.4B$16,231

FFEB

BALT

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

$10,000 five years ago, dividends reinvested

FFEBMeasureBALT

+11.3%Year to dateJan 1 → Nov 5+4.7%

+13.2%1 yearTotal return+6.3%

+18.2%3 years · per year$10,000 became $16,530 · $12,644+8.1%

+10.8%5 years · per year$10,000 became $16,723 · $13,578+6.3%

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%

−5.7%Worst dropSmaller is better−1.2%

7.2%VolatilityLower is calmer2.4%

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

4–3FFEB wins

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

More Ways to See the Pairs

FFEB vs BALT: Top 5 Holdings

Today

FFEB

[…]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

FFEB vs BALT Returns, Every Period

First TrustFFEB

+10.8%

5 years, per year

BALTInnovator

+6.3%

5 years, per year

FFEBBALTFaded: behind in that period

4–0FFEB wins

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

FFEB vs BALT

YTD

First TrustFFEB

+11.3%

BALTInnovator

+4.7%

+11.3%Year to date+4.7%

−5.7%Worst drop · 1Y−1.2%

7.2%Volatility · 1Y2.4%

0.0%Yield0.0%

$1.4BAssets$3.3B

2–1BALT wins

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

Cost, Income and Risk

Fees: FFEB, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

FFEB0.85%$85

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

Yields: FFEB, BALT

0.00%highest, FFEB

FundTrailing yieldYield$10k

FFEB0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$69most kept, BALT

BALT$0 − $69 = −$69

FFEB$0 − $85 = −$85

KeptFee

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

Overlap: FFEB, BALT

Today

[…]holdings […]

FFEBBALT

FFEB—[…]

BALT[…]—

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

Return vs Bumpiness: 2 ETFs

+13.2%FFEB, at 7.2% volatility

BALTWorst drop−1.2%2.4% vol

FFEBWorst drop−5.7%7.2% vol

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

Paid More vs Made More

YTD

FFEBBALT

+11.3%Year to date+4.7%

0.0%Yield0.0%

+13.2%Past year+6.3%

0.85%Fee0.69%

2–1FFEB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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