Compare · 3 funds side by side · dividends reinvested

PBAP, BUFD and BALT

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

02 / 04

PBAP, BUFD and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PGIM S&P 500 Buffer 20 ETF - AprilDefined Outcome · Buffer0.50%0.00%+8.7%+10.3%[…][…]−1.4%3.7%$39M1.5

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+6.1%+7.6%+12.4%+7.2%−3.4%5.8%$2.2B1.8

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.2B2.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

PGIM S&P 500 Buffer 20 ETF - April · $39M[…]

PBAP

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,188

$10,000 five years ago, dividends reinvested

PBAPMeasureBUFD

+8.7%Year to dateJan 1 → Nov 6+6.1%

+10.3%1 yearTotal return+7.6%

[…]3 years · per year$10,000 became […] · $14,188+12.4%

[…]5 years · per year$10,000 became […] · $14,188+7.2%

0.50%Expense ratio$50 · $10 a year on $10k · lower is better0.10%

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

−1.4%Worst dropSmaller is better−3.4%

3.7%VolatilityLower is calmer5.8%

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

4–1PBAP wins

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

More Ways to See the Pairs

PBAP vs BUFD: Top 5 Holdings

Today

PBAP

[…]in top 5

BUFD

in top 541.9%

PBAPStockBUFD

not top 5DNOV8.4%

not top 5DMAR8.4%

not top 5DOCT8.4%

not top 5DFEB8.3%

not top 5DDEC8.3%

Held in common[…]

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

PBAP vs BUFD Returns, Every Period

PGIMPBAP

+10.3%

past year

BUFDFirst Trust

+7.6%

past year

PBAPBUFDFaded: behind in that period

2–0PBAP wins

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

PBAP vs BUFD

YTD

PGIMPBAP

+8.7%

BUFDFirst Trust

+6.1%

+8.7%Year to date+6.1%

−1.4%Worst drop · 1Y−3.4%

3.7%Volatility · 1Y5.8%

0.0%Yield0.0%

$38.6MAssets$2.2B

3–0PBAP wins

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

Cost, Income and Risk

Fees: PBAP, BUFD, BALT

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

PBAP0.50%$50

BALT0.69%$69

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

Yields: PBAP, BUFD, BALT

0.00%highest, PBAP

FundTrailing yieldYield$10k

PBAP0.00%$0

BUFD0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

PBAP$0 − $50 = −$50

BALT$0 − $69 = −$69

KeptFee

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

Overlap: PBAP, BUFD, BALT

Today

[…]holdings […]

PBAPBUFDBALT

PBAP—[…][…]

BUFD[…]—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+10.3%PBAP, at 3.7% volatility

BALTWorst drop−1.2%2.6% vol

PBAPWorst drop−1.4%3.7% 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

PBAPBUFD

+8.7%Year to date+6.1%

0.0%Yield0.0%

+10.3%Past year+7.6%

0.50%Fee0.10%

2–1PBAP 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