Compare · 3 funds side by side · dividends reinvested

FMAY, DFEB and BALT

FMAYFirst Trust×DFEBFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,864FMAY · best of the three

02 / 04

FMAY, DFEB and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Deep Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%+9.0%+10.8%+15.1%+8.3%−4.1%5.3%$456M1.6

FT Vest U.S. Equity Buffer ETF - MayDefined Outcome · Buffer0.85%0.00%+7.9%+9.5%+15.3%+9.0%−4.2%7.3%$1.5B1.9

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$3.3B2.0

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: FMAY 2020 · DFEB 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Buffer ETF - May · $1.5B$14,864

FMAY

DFEB

FT Vest U.S. Equity Deep Buffer ETF - February · $456M$14,568

$10,000 five years ago, dividends reinvested

FMAYMeasureDFEB

+7.9%Year to dateJan 1 → Nov 5+9.0%

+9.5%1 yearTotal return+10.8%

+15.3%3 years · per year$10,000 became $15,328 · $15,231+15.1%

+9.0%5 years · per year$10,000 became $15,394 · $14,900+8.3%

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

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

−4.2%Worst dropSmaller is better−4.1%

7.3%VolatilityLower is calmer5.3%

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

2–4DFEB wins

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

More Ways to See the Pairs

FMAY vs DFEB: Top 5 Holdings

Today

FMAY

[…]in top 5

DFEB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

FMAY vs DFEB Returns, Every Period

First TrustFMAY

+9.0%

5 years, per year

DFEBFirst Trust

+8.3%

5 years, per year

FMAYDFEBFaded: behind in that period

2–2Level

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

FMAY vs DFEB

YTD

First TrustFMAY

+7.9%

DFEBFirst Trust

+9.0%

+7.9%Year to date+9.0%

−4.2%Worst drop · 1Y−4.1%

7.3%Volatility · 1Y5.3%

0.0%Yield0.0%

$1.5BAssets$456M

3–0DFEB wins

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

Cost, Income and Risk

Fees: FMAY, DFEB, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

FMAY0.85%$85

DFEB0.85%$85

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

Yields: FMAY, DFEB, BALT

0.00%highest, FMAY

FundTrailing yieldYield$10k

FMAY0.00%$0

DFEB0.00%$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

FMAY$0 − $85 = −$85

DFEB$0 − $85 = −$85

KeptFee

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

Overlap: FMAY, DFEB, BALT

Today

[…]holdings […]

FMAYDFEBBALT

FMAY—[…][…]

DFEB[…]—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+10.8%DFEB, at 5.3% volatility

BALTWorst drop−1.2%2.4% vol

DFEBWorst drop−4.1%5.3% vol

FMAYWorst drop−4.2%7.3% vol

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

Paid More vs Made More

YTD

FMAYDFEB

+7.9%Year to date+9.0%

0.0%Yield0.0%

+9.5%Past year+10.8%

0.85%Fee0.85%

2–0DFEB 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