Compare · 3 funds side by side · dividends reinvested

SAUG, BALT and BUFD

SAUGFirst Trust×BALTInnovator×BUFDFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,347BUFD · best of the three

02 / 04

SAUG, BALT and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.4%+9.3%+12.5%+7.5%−3.4%5.9%$2.2B1.6

FT Vest U.S. Small Cap Moderate Buffer ETF - AugustDefined Outcome · Buffer0.90%0.00%+7.6%+10.0%+12.6%[…]−4.8%7.8%$128M1.9

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: SAUG 2023 · BALT 2021 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Small Cap Moderate Buffer ETF - August · $128M[…]

SAUG

BALT

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

$10,000 five years ago, dividends reinvested

SAUGMeasureBALT

+7.6%Year to dateJan 1 → Nov 9+4.4%

+10.0%1 yearTotal return+6.2%

+12.6%3 years · per year$10,000 became $14,277 · $12,502+7.7%

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

0.90%Expense ratio$90 · $69 a year on $10k · lower is better0.69%

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

−4.8%Worst dropSmaller is better−1.2%

7.8%VolatilityLower is calmer2.7%

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

3–3Level

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

More Ways to See the Pairs

SAUG vs BALT: Top 5 Holdings

Today

SAUG

[…]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

SAUG vs BALT Returns, Every Period

First TrustSAUG

+10.0%

past year

BALTInnovator

+6.2%

past year

SAUGBALTFaded: behind in that period

3–0SAUG wins

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

SAUG vs BALT

YTD

First TrustSAUG

+7.6%

BALTInnovator

+4.4%

+7.6%Year to date+4.4%

−4.8%Worst drop · 1Y−1.2%

7.8%Volatility · 1Y2.7%

0.0%Yield0.0%

$128MAssets$3.3B

2–1BALT wins

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

Cost, Income and Risk

Fees: SAUG, BALT, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

SAUG0.90%$90

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

Yields: SAUG, BALT, BUFD

0.00%highest, SAUG

FundTrailing yieldYield$10k

SAUG0.00%$0

BALT0.00%$0

BUFD0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

SAUG$0 − $90 = −$90

KeptFee

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

Overlap: SAUG, BALT, BUFD

Today

[…]holdings […]

SAUGBALTBUFD

SAUG—[…][…]

BALT[…]—[…]

BUFD[…][…]—

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

Return vs Bumpiness: 3 ETFs

+10.0%SAUG, at 7.8% volatility

BALTWorst drop−1.2%2.7% vol

BUFDWorst drop−3.4%5.9% vol

SAUGWorst drop−4.8%7.8% vol

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

Paid More vs Made More

YTD

SAUGBUFD

+7.6%Year to date+7.4%

0.0%Yield0.0%

+10.0%Past year+9.3%

0.90%Fee0.10%

2–1SAUG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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