Compare · 4 funds side by side · dividends reinvested

MART, BALT, BUFD and SFLR

MARTAllianzIM×BALTInnovator×BUFDFirst Trust×SFLRInnovator×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,294BUFD · best of the four

Story of the four · IncomeMost incomeSFLR · 0.25% · $25 a year on $10k

Story of the four · RiskSmallest drop

MART, BALT, BUFD and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.2%+9.1%+12.0%+7.4%−3.4%5.9%$2.2B1.9

AllianzIM U.S. Equity Buffer10 Mar ETFDefined Outcome · Buffer0.74%0.00%+10.8%+13.4%+16.7%[…]−5.3%7.9%$29M2.0

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.2%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B2.5

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+4.8%+6.2%+15.0%[…]−6.8%10.8%$2.2B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: MART 2023 · BALT 2021 · BUFD 2021 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

AllianzIM U.S. Equity Buffer10 Mar ETF · $29M[…]

MART

More Ways to See the Pairs

MART vs BALT: Top 5 Holdings

Today

MART

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

MART vs BALT Returns, Every Period

1Y

AllianzIMMART

+13.4%

past year

Cost, Income and Risk

Fees: MART, BALT, BUFD, SFLR

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

MART0.74%$74

SFLR0.89%$89

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

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YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,502

$10,000 five years ago, dividends reinvested

MARTMeasureBALT

+10.8%Year to dateJan 1 → Nov 10+4.2%

+13.4%1 yearTotal return+6.0%

+16.7%3 years · per year$10,000 became $15,889 · $12,479+7.7%

[…]5 years · per year$10,000 became […] · $13,502+6.2%

0.74%Expense ratio$74 · $69 a year on $10k · lower is better0.69%

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

−5.3%Worst dropSmaller is better−1.2%

7.9%VolatilityLower is calmer2.7%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

BALTInnovator

+6.0%

past year

MARTBALTFaded: behind in that period

3–0MART wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

MART vs SFLR

YTD

AllianzIMMART

+10.8%

SFLRInnovator

+4.8%

+10.8%Year to date+4.8%

−5.3%Worst drop · 1Y−6.8%

7.9%Volatility · 1Y10.8%

0.0%Yield0.2%

$28.9MAssets$2.2B

3–1MART wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: MART, BALT, BUFD, SFLR

1Y

0.25%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.25%$25

MART0.00%$0

BALT0.00%$0

BUFD0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

−$10most kept, BUFD

BUFD$0 − $10 = −$10

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

MART$0 − $74 = −$74

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: MART, BALT, BUFD, SFLR

Today

0.0%most shared, BUFD and SFLR

MARTBALTBUFDSFLR

MART—[…][…][…]

BALT[…]—[…][…]

BUFD[…][…]—0.0%

SFLR[…][…]0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+13.4%MART, at 7.9% volatility

BALTWorst drop−1.2%2.7% vol

BUFDWorst drop−3.4%5.9% vol

MARTWorst drop−5.3%7.9% vol

SFLRWorst drop−6.8%10.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SFLRMART

+4.8%Year to date+10.8%

0.2%Yield0.0%

+6.2%Past year+13.4%

0.89%Fee0.74%

3–1MART wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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MART, BALT, BUFD and SFLR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four