Compare · 3 funds side by side · dividends reinvested

SCSE, FMAY and BALT

SCSECorgi Funds×FMAYFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,394FMAY · best of the three

02 / 04

SCSE, FMAY and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Corgi U.S. Small-Cap 15% Structured Buffer ETF - September SeriesDefined Outcome · Buffer0.30%0.00%[…][…][…][…][…][…]$1M1.0

FT Vest U.S. Equity Buffer ETF - MayDefined Outcome · Buffer0.85%0.00%+7.9%+9.5%+15.3%+9.0%−4.2%7.3%$1.5B1.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$3.2B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SCSE 2026 · FMAY 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

SCSE

FMAY

FT Vest U.S. Equity Buffer ETF - May · $1.5B$15,394

$10,000 five years ago, dividends reinvested

SCSEMeasureFMAY

[…]Year to dateJan 1 → Nov 4+7.9%

[…]1 yearTotal return+9.5%

[…]3 years · per year$10,000 became […] · $15,328+15.3%

[…]5 years · per year$10,000 became […] · $15,394+9.0%

0.30%Expense ratio$30 · $85 a year on $10k · lower is better0.85%

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

[…]Worst dropSmaller is better−4.2%

[…]VolatilityLower is calmer7.3%

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

1–0SCSE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCSE vs FMAY: Top 5 Holdings

Today

SCSE

[…]in top 5

FMAY

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SCSE vs FMAY Returns, Every Period

Corgi FundsSCSE

[…]

past year

FMAYFirst Trust

+9.5%

past year

Returns […]

SCSEFMAYFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SCSE vs FMAY

YTD

Corgi FundsSCSE

[…]

FMAYFirst Trust

+7.9%

[…]Year to date+7.9%

[…]Worst drop · 1Y−4.2%

[…]Volatility · 1Y7.3%

0.0%Yield0.0%

$1.1MAssets$1.5B

0–0level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCSE, FMAY, BALT

Today

0.30%lowest, SCSE

FundExpense ratioFee$10k

SCSE0.30%$30

BALT0.69%$69

FMAY0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCSE, FMAY, BALT

0.00%highest, SCSE

FundTrailing yieldYield$10k

SCSE0.00%$0

FMAY0.00%$0

BALT0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$30most kept, SCSE

SCSE$0 − $30 = −$30

BALT$0 − $69 = −$69

FMAY$0 − $85 = −$85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCSE, FMAY, BALT

Today

[…]holdings […]

SCSEFMAYBALT

SCSE—[…][…]

FMAY[…]—[…]

BALT[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.5%FMAY, at 7.3% volatility

BALTWorst drop−1.2%2.4% vol

FMAYWorst drop−4.2%7.3% vol

SCSEWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCSEFMAY

[…]Year to date+7.9%

0.0%Yield0.0%

[…]Past year+9.5%

0.30%Fee0.85%

1–0SCSE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026