Compare · 3 funds side by side · dividends reinvested

FMAY, SFLR and BALT

FMAYFirst Trust×SFLRInnovator×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, SFLR and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Buffer ETF - MayDefined Outcome · Buffer0.85%0.00%+4.6%+6.6%+14.0%+8.3%−4.2%8.0%$1.5B1.6

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.6%+5.3%+7.7%+6.1%−1.2%2.6%$3.2B1.8

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+2.8%+3.6%+15.2%[…]−6.8%10.7%$2.2B2.4

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 · SFLR 2022 · 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

SFLR

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

$10,000 five years ago, dividends reinvested

FMAYMeasureSFLR

+4.6%Year to dateJan 1 → Nov 5+2.8%

+6.6%1 yearTotal return+3.6%

+14.0%3 years · per year$10,000 became $14,805 · $15,293+15.2%

+8.3%5 years · per year$10,000 became $14,864 · […][…]

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%

−4.2%Worst dropSmaller is better−6.8%

8.0%VolatilityLower is calmer10.7%

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

5–2FMAY 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 SFLR: Top 5 Holdings

Today

FMAY

[…]in top 5

SFLR

in top 527.2%

FMAYStockSFLR

not top 5AAPL7.7%

not top 5NVDA7.0%

not top 5MSFT6.0%

not top 5AMZN4.0%

not top 5GOOGL2.4%

Held in common[…]

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

FMAY vs SFLR Returns, Every Period

First TrustFMAY

+6.6%

past year

SFLRInnovator

+3.6%

past year

FMAYSFLRFaded: behind in that period

2–1FMAY wins

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

FMAY vs SFLR

YTD

First TrustFMAY

+4.6%

SFLRInnovator

+2.8%

+4.6%Year to date+2.8%

−4.2%Worst drop · 1Y−6.8%

8.0%Volatility · 1Y10.7%

0.0%Yield0.3%

$1.5BAssets$2.2B

3–1FMAY wins

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

Cost, Income and Risk

Fees: FMAY, SFLR, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

FMAY0.85%$85

SFLR0.89%$89

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

Yields: FMAY, SFLR, BALT

0.25%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.25%$25

FMAY0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$64most kept, SFLR

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

FMAY$0 − $85 = −$85

KeptFee

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

Overlap: FMAY, SFLR, BALT

Today

[…]holdings […]

FMAYSFLRBALT

FMAY—[…][…]

SFLR[…]—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+6.6%FMAY, at 8.0% volatility

BALTWorst drop−1.2%2.6% vol

FMAYWorst drop−4.2%8.0% vol

SFLRWorst drop−6.8%10.7% vol

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

Paid More vs Made More

YTD

SFLRFMAY

+2.8%Year to date+4.6%

0.3%Yield0.0%

+3.6%Past year+6.6%

0.89%Fee0.85%

3–1FMAY 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026