Compare · 3 funds side by side · dividends reinvested

SCSE, BALT and BUFR

SCSECorgi Funds×BALTInnovator×BUFRFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,511BUFR · best of the three

02 / 04

SCSE, BALT and BUFR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.1%+8.9%+14.7%+9.2%−4.6%7.4%$11.1B1.3

Corgi U.S. Small-Cap 15% Structured Buffer ETF - September SeriesDefined Outcome · Buffer0.30%0.00%[…][…][…][…][…][…]$1M1.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.3B1.8

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: SCSE 2026 · BALT 2021 · BUFR 2020

Head to Head

Swap sides Versus in desk

Head to Head

Corgi U.S. Small-Cap 15% Structured Buffer ETF - September Series · $1M[…]

SCSE

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,449

$10,000 five years ago, dividends reinvested

SCSEMeasureBALT

[…]Year to dateJan 1 → Nov 6+3.8%

[…]1 yearTotal return+5.5%

[…]3 years · per year$10,000 became […] · $12,479+7.7%

[…]5 years · per year$10,000 became […] · $13,449+6.1%

0.30%Expense ratio$30 · $69 a year on $10k · lower is better0.69%

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

[…]Worst dropSmaller is better−1.2%

[…]VolatilityLower is calmer2.6%

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

1–0SCSE wins

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

More Ways to See the Pairs

SCSE vs BALT: Top 5 Holdings

Today

SCSE

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SCSE vs BALT Returns, Every Period

Corgi FundsSCSE

[…]

past year

BALTInnovator

+5.5%

past year

Returns […]

SCSEBALTFaded: behind in that period

0–0Level

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

SCSE vs BALT

YTD

Corgi FundsSCSE

[…]

BALTInnovator

+3.8%

[…]Year to date+3.8%

[…]Worst drop · 1Y−1.2%

[…]Volatility · 1Y2.6%

0.0%Yield0.0%

$1.1MAssets$3.3B

0–0level

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

Cost, Income and Risk

Fees: SCSE, BALT, BUFR

Today

0.10%lowest, BUFR

FundExpense ratioFee$10k

BUFR0.10%$10

SCSE0.30%$30

BALT0.69%$69

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

Yields: SCSE, BALT, BUFR

0.00%highest, SCSE

FundTrailing yieldYield$10k

SCSE0.00%$0

BALT0.00%$0

BUFR0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFR

BUFR$0 − $10 = −$10

SCSE$0 − $30 = −$30

BALT$0 − $69 = −$69

KeptFee

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

Overlap: SCSE, BALT, BUFR

Today

[…]holdings […]

SCSEBALTBUFR

SCSE—[…][…]

BALT[…]—[…]

BUFR[…][…]—

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

Return vs Bumpiness: 3 ETFs

+8.9%BUFR, at 7.4% volatility

BALTWorst drop−1.2%2.6% vol

BUFRWorst drop−4.6%7.4% vol

SCSEWorst drop[…][…]

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

Paid More vs Made More

YTD

SCSEBUFR

[…]Year to date+7.1%

0.0%Yield0.0%

[…]Past year+8.9%

0.30%Fee0.10%

1–0BUFR 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