Compare · 3 funds side by side · dividends reinvested

MARM, BALT and BUFD

MARMFirst Trust×BALTInnovator×BUFDFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,188BUFD · best of the three

02 / 04

MARM, BALT and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+6.1%+7.6%+12.4%+7.2%−3.4%5.8%$2.2B1.5

FT Vest U.S. Equity Max Buffer ETF - MarchDefined Outcome · Buffer0.85%0.00%+4.6%+5.7%[…][…]−0.6%1.7%$105M1.7

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.3B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: MARM 2024 · BALT 2021 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Max Buffer ETF - March · $105M[…]

MARM

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,449

$10,000 five years ago, dividends reinvested

MARMMeasureBALT

+4.6%Year to dateJan 1 → Nov 6+3.8%

+5.7%1 yearTotal return+5.5%

[…]3 years · per year$10,000 became […] · $12,479+7.7%

[…]5 years · per year$10,000 became […] · $13,449+6.1%

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%

−0.6%Worst dropSmaller is better−1.2%

1.7%VolatilityLower is calmer2.6%

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

4–1MARM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MARM vs BALT: Top 5 Holdings

Today

MARM

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

MARM vs BALT Returns, Every Period

First TrustMARM

+5.7%

past year

BALTInnovator

+5.5%

past year

MARMBALTFaded: behind in that period

2–0MARM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

MARM vs BALT

YTD

First TrustMARM

+4.6%

BALTInnovator

+3.8%

+4.6%Year to date+3.8%

−0.6%Worst drop · 1Y−1.2%

1.7%Volatility · 1Y2.6%

0.0%Yield0.0%

$105MAssets$3.3B

3–0MARM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MARM, BALT, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

MARM0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MARM, BALT, BUFD

0.00%highest, MARM

FundTrailing yieldYield$10k

MARM0.00%$0

BALT0.00%$0

BUFD0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

MARM$0 − $85 = −$85

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MARM, BALT, BUFD

Today

[…]holdings […]

MARMBALTBUFD

MARM—[…][…]

BALT[…]—[…]

BUFD[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+7.6%BUFD, at 5.8% volatility

MARMWorst drop−0.6%1.7% vol

BALTWorst drop−1.2%2.6% vol

BUFDWorst drop−3.4%5.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MARMBUFD

+4.6%Year to date+6.1%

0.0%Yield0.0%

+5.7%Past year+7.6%

0.85%Fee0.10%

3–0BUFD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026