Compare · 3 funds side by side · dividends reinvested

PSEP, BALT and BUFD

PSEPInnovator×BALTInnovator×BUFDFirst Trust×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,467PSEP · best of the three

Story of the three · IncomeMost incomePSEP · 0.00% · $0 a year on $10k

Story of the three · RiskSmallest drop

PSEP, BALT and BUFD, 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%$2.2B1.5

Innovator U.S. Equity Power Buffer ETFDefined Outcome · Buffer0.79%0.00%+6.4%+8.2%+12.3%+9.1%−4.1%6.3%$1.2B2.0

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.2%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B2.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: PSEP 2019 · BALT 2021 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator U.S. Equity Power Buffer ETF · $1.2B$15,467

PSEP

BALT

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

$10,000 five years ago, dividends reinvested

PSEPMeasure

More Ways to See the Pairs

PSEP vs BALT: Top 5 Holdings

Today

PSEP

26.6%in top 5

BALT

in top 5[…]

PSEPStockBALT

7.6%AAPLnot top 5

6.5%NVDAnot top 5

6.0%MSFTnot top 5

3.9%AMZNnot top 5

2.5%GOOGLnot top 5

Cost, Income and Risk

Fees: PSEP, BALT, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

PSEP0.79%$79

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

Yields: PSEP, BALT, BUFD

Popular Pairs Near These Three

SCHD vs VIG

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

+6.4%Year to dateJan 1 → Nov 10+4.2%

+8.2%1 yearTotal return+6.0%

+12.3%3 years · per year$10,000 became $14,176 · $12,479+7.7%

+9.1%5 years · per year$10,000 became $15,467 · $13,502+6.2%

0.79%Expense ratio$79 · $69 a year on $10k · lower is better0.69%

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

−4.1%Worst dropSmaller is better−1.2%

6.3%VolatilityLower is calmer2.7%

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

4–3PSEP wins

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

Held in common[…]

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

PSEP vs BALT Returns, Every Period

5Y

InnovatorPSEP

+9.1%

5 years, per year

BALTInnovator

+6.2%

5 years, per year

PSEPBALTFaded: behind in that period

4–0PSEP wins

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

PSEP vs BALT

YTD

InnovatorPSEP

+6.4%

BALTInnovator

+4.2%

+6.4%Year to date+4.2%

−4.1%Worst drop · 1Y−1.2%

6.3%Volatility · 1Y2.7%

0.0%Yield0.0%

$1.2BAssets$3.3B

2–1BALT wins

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

1Y

0.00%highest, PSEP

FundTrailing yieldYield$10k

PSEP0.00%$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

BALT$0 − $69 = −$69

PSEP$0 − $79 = −$79

KeptFee

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

Overlap: PSEP, BALT, BUFD

Today

0.0%most shared, PSEP and BUFD

PSEPBALTBUFD

PSEP—[…]0.0%

BALT[…]—[…]

BUFD0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+9.1%BUFD, at 5.9% volatility

BALTWorst drop−1.2%2.7% vol

BUFDWorst drop−3.4%5.9% vol

PSEPWorst drop−4.1%6.3% vol

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

Paid More vs Made More

YTD

PSEPBUFD

+6.4%Year to date+7.2%

0.0%Yield0.0%

+8.2%Past year+9.1%

0.79%Fee0.10%

3–0BUFD 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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PSEP, BALT and BUFD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three