Compare · 3 funds side by side · dividends reinvested

FHDG, SFLR and BALT

FHDGFirst Trust×SFLRInnovator×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,532BALT · best of the three

02 / 04

FHDG, SFLR and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Quarterly Dynamic Buffer ETFDefined Outcome · Buffer0.85%0.00%+9.1%+11.5%[…][…]−4.0%6.5%$72M1.7

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B1.8

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+5.3%+7.0%+15.4%[…]−6.8%10.8%$2.2B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: FHDG 2024 · SFLR 2022 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Quarterly Dynamic Buffer ETF · $72M[…]

FHDG

SFLR

Innovator Equity Managed Floor ETF · $2.2B[…]

$10,000 five years ago, dividends reinvested

FHDGMeasureSFLR

+9.1%Year to dateJan 1 → Nov 9+5.3%

+11.5%1 yearTotal return+7.0%

[…]3 years · per year$10,000 became […] · $15,375+15.4%

[…]5 years · per year[…]

0.85%Expense ratio$85 · $89 a year on $10k · lower is better0.89%

0.00%Trailing 12-mo yield$0 · $25 a year on $10k0.25%

−4.0%Worst dropSmaller is better−6.8%

6.5%VolatilityLower is calmer10.8%

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

5–1FHDG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FHDG vs SFLR: Top 5 Holdings

Today

FHDG

[…]in top 5

SFLR

in top 526.9%

FHDGStockSFLR

not top 5AAPL7.8%

not top 5NVDA6.7%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

FHDG vs SFLR Returns, Every Period

First TrustFHDG

+11.5%

past year

SFLRInnovator

+7.0%

past year

FHDGSFLRFaded: behind in that period

2–0FHDG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FHDG vs SFLR

YTD

First TrustFHDG

+9.1%

SFLRInnovator

+5.3%

+9.1%Year to date+5.3%

−4.0%Worst drop · 1Y−6.8%

6.5%Volatility · 1Y10.8%

0.0%Yield0.2%

$71.6MAssets$2.2B

3–1FHDG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FHDG, SFLR, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

FHDG0.85%$85

SFLR0.89%$89

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FHDG, SFLR, BALT

0.25%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.25%$25

FHDG0.00%$0

BALT0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$64most kept, SFLR

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

FHDG$0 − $85 = −$85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FHDG, SFLR, BALT

Today

[…]holdings […]

FHDGSFLRBALT

FHDG—[…][…]

SFLR[…]—[…]

BALT[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.5%FHDG, at 6.5% volatility

BALTWorst drop−1.2%2.7% vol

FHDGWorst drop−4.0%6.5% vol

SFLRWorst drop−6.8%10.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SFLRFHDG

+5.3%Year to date+9.1%

0.2%Yield0.0%

+7.0%Past year+11.5%

0.89%Fee0.85%

3–1FHDG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026