Compare · 3 funds side by side · dividends reinvested

PSEP, FMAY and BALT

PSEPInnovator×FMAYFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,347PSEP · best of the three

02 / 04

PSEP, FMAY and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Power Buffer ETFDefined Outcome · Buffer0.79%0.00%+5.2%+6.6%+12.6%+8.9%−4.1%6.2%$1.2B1.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.3B2.0

FT Vest U.S. Equity Buffer ETF - MayDefined Outcome · Buffer0.85%0.00%+4.8%+6.4%+13.7%+8.3%−4.2%8.0%$1.5B2.1

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: PSEP 2019 · FMAY 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Power Buffer ETF · $1.2B$15,347

PSEP

FMAY

FT Vest U.S. Equity Buffer ETF - May · $1.5B$14,871

$10,000 five years ago, dividends reinvested

PSEPMeasureFMAY

+5.2%Year to dateJan 1 → Nov 6+4.8%

+6.6%1 yearTotal return+6.4%

+12.6%3 years · per year$10,000 became $14,271 · $14,711+13.7%

+8.9%5 years · per year$10,000 became $15,347 · $14,871+8.3%

0.79%Expense ratio$79 · $85 a year on $10k · lower is better0.85%

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

−4.1%Worst dropSmaller is better−4.2%

6.2%VolatilityLower is calmer8.0%

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

6–1PSEP wins

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

More Ways to See the Pairs

PSEP vs FMAY: Top 5 Holdings

Today

PSEP

26.7%in top 5

FMAY

in top 5[…]

PSEPStockFMAY

7.6%AAPLnot top 5

6.7%NVDAnot top 5

6.0%MSFTnot top 5

3.9%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common[…]

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

PSEP vs FMAY Returns, Every Period

InnovatorPSEP

+8.9%

5 years, per year

FMAYFirst Trust

+8.3%

5 years, per year

PSEPFMAYFaded: behind in that period

3–1PSEP wins

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

PSEP vs FMAY

YTD

InnovatorPSEP

+5.2%

FMAYFirst Trust

+4.8%

+5.2%Year to date+4.8%

−4.1%Worst drop · 1Y−4.2%

6.2%Volatility · 1Y8.0%

0.0%Yield0.0%

$1.2BAssets$1.5B

3–0PSEP wins

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

Cost, Income and Risk

Fees: PSEP, FMAY, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

PSEP0.79%$79

FMAY0.85%$85

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

Yields: PSEP, FMAY, BALT

0.00%highest, PSEP

FundTrailing yieldYield$10k

PSEP0.00%$0

FMAY0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$69most kept, BALT

BALT$0 − $69 = −$69

PSEP$0 − $79 = −$79

FMAY$0 − $85 = −$85

KeptFee

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

Overlap: PSEP, FMAY, BALT

Today

[…]holdings […]

PSEPFMAYBALT

PSEP—[…][…]

FMAY[…]—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+6.6%PSEP, at 6.2% volatility

BALTWorst drop−1.2%2.6% vol

PSEPWorst drop−4.1%6.2% vol

FMAYWorst drop−4.2%8.0% vol

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

Paid More vs Made More

YTD

PSEPFMAY

+5.2%Year to date+4.8%

0.0%Yield0.0%

+6.6%Past year+6.4%

0.79%Fee0.85%

3–0PSEP 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