Compare · 2 funds side by side · dividends reinvested

OCTM and BALT

OCTMFirst Trust×BALTInnovator×

Versus in desk

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

02 / 04

OCTM and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B1.3

FT Vest U.S. Equity Max Buffer ETF - OctoberDefined Outcome · Buffer0.85%0.00%+5.1%+6.0%[…][…]−1.6%2.5%$43M1.5

Rank among the two1st → 2ndFee, 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: OCTM 2024 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Max Buffer ETF - October · $43M[…]

OCTM

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,532

$10,000 five years ago, dividends reinvested

OCTMMeasureBALT

+5.1%Year to dateJan 1 → Nov 9+4.4%

+6.0%1 yearTotal return+6.2%

[…]3 years · per year$10,000 became […] · $12,502+7.7%

[…]5 years · per year$10,000 became […] · $13,532+6.2%

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%

−1.6%Worst dropSmaller is better−1.2%

2.5%VolatilityLower is calmer2.7%

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

2–3BALT wins

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

More Ways to See the Pairs

OCTM vs BALT: Top 5 Holdings

Today

OCTM

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

OCTM vs BALT Returns, Every Period

First TrustOCTM

+6.0%

past year

BALTInnovator

+6.2%

past year

OCTMBALTFaded: behind in that period

1–1Level

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

OCTM vs BALT

YTD

First TrustOCTM

+5.1%

BALTInnovator

+4.4%

+5.1%Year to date+4.4%

−1.6%Worst drop · 1Y−1.2%

2.5%Volatility · 1Y2.7%

0.0%Yield0.0%

$42.7MAssets$3.3B

2–1OCTM wins

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

Cost, Income and Risk

Fees: OCTM, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

OCTM0.85%$85

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

Yields: OCTM, BALT

0.00%highest, OCTM

FundTrailing yieldYield$10k

OCTM0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$69most kept, BALT

BALT$0 − $69 = −$69

OCTM$0 − $85 = −$85

KeptFee

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

Overlap: OCTM, BALT

Today

[…]holdings […]

OCTMBALT

OCTM—[…]

BALT[…]—

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

Return vs Bumpiness: 2 ETFs

+6.2%BALT, at 2.7% volatility

OCTMWorst drop−1.6%2.5% vol

BALTWorst drop−1.2%2.7% vol

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

Paid More vs Made More

YTD

OCTMBALT

+5.1%Year to date+4.4%

0.0%Yield0.0%

+6.0%Past year+6.2%

0.85%Fee0.69%

2–1BALT wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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