Compare · 3 funds side by side · dividends reinvested

RB, BUFD and BALT

RBProShares×BUFDFirst Trust×BALTInnovator×

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

02 / 04

RB, BUFD and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+6.1%+7.6%+12.4%+7.2%−3.4%5.8%$2.2B1.5

ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETFDefined Outcome · Buffer0.58%2.36%+5.2%+9.9%[…][…]−3.6%6.8%$1M2.0

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.3B2.1

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: RB 2025 · BUFD 2021 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETF · $1M[…]

BUFD

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

RBMeasureBUFD

+5.2%Year to dateJan 1 → Nov 6+6.1%

+9.9%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%

0.58%Expense ratio$58 · $10 a year on $10k · lower is better0.10%

2.36%Trailing 12-mo yield$236 · $0 a year on $10k0.00%

−3.6%Worst dropSmaller is better−3.4%

6.8%VolatilityLower is calmer5.8%

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

2–4BUFD wins

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

More Ways to See the Pairs

RB vs BUFD: Top 5 Holdings

Today

1.6%in top 5

BUFD

in top 541.9%

RBStockBUFD

not top 5DNOV8.4%

not top 5DMAR8.4%

not top 5DOCT8.4%

not top 5DFEB8.3%

not top 5DDEC8.3%

0.4%GKOSnot top 5

0.3%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%RHPnot top 5

Held in common0.0%

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

RB vs BUFD Returns, Every Period

ProSharesRB

+9.9%

past year

BUFDFirst Trust

+7.6%

past year

RBBUFDFaded: behind in that period

1–1Level

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

RB vs BUFD

YTD

ProSharesRB

+5.2%

BUFDFirst Trust

+6.1%

+5.2%Year to date+6.1%

−3.6%Worst drop · 1Y−3.4%

6.8%Volatility · 1Y5.8%

2.4%Yield0.0%

$1.1MAssets$2.2B

3–1BUFD wins

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

Cost, Income and Risk

Fees: RB, BUFD, BALT

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

RB0.58%$58

BALT0.69%$69

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

Yields: RB, BUFD, BALT

2.36%highest, RB

FundTrailing yieldYield$10k

RB2.36%$236

BUFD0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

$178most kept, RB

RB$236 − $58 = $178

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

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

Overlap: RB, BUFD, BALT

Today

0.0%most shared, RB and BUFD

RBBUFDBALT

RB—0.0%[…]

BUFD0.0%—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+9.9%RB, at 6.8% volatility

BALTWorst drop−1.2%2.6% vol

BUFDWorst drop−3.4%5.8% vol

RBWorst drop−3.6%6.8% vol

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

Paid More vs Made More

YTD

RBBUFD

+5.2%Year to date+6.1%

2.4%Yield0.0%

+9.9%Past year+7.6%

0.58%Fee0.10%

2–2level

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026