Compare · 2 funds side by side · dividends reinvested

SEPM and BAPR

SEPMFirst Trust×BAPRInnovator×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,366BAPR · best of the two

02 / 04

SEPM and BAPR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+12.0%+14.0%+16.0%+10.4%−2.5%6.4%$417M1.3

FT Vest U.S. Equity Max BufferDefined Outcome · Buffer0.85%0.00%+4.6%+5.6%[…][…]−1.8%2.6%$38M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SEPM 2024 · BAPR 2019

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Max Buffer · $38M[…]

SEPM

BAPR

Innovator U.S. Equity Buffer ETF · $417M$16,366

$10,000 five years ago, dividends reinvested

SEPMMeasureBAPR

+4.6%Year to dateJan 1 → Nov 5+12.0%

+5.6%1 yearTotal return+14.0%

[…]3 years · per year$10,000 became […] · $15,615+16.0%

[…]5 years · per year$10,000 became […] · $16,366+10.4%

0.85%Expense ratio$85 · $79 a year on $10k · lower is better0.79%

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

−1.8%Worst dropSmaller is better−2.5%

2.6%VolatilityLower is calmer6.4%

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

2–3BAPR wins

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

More Ways to See the Pairs

SEPM vs BAPR: Top 5 Holdings

Today

SEPM

[…]in top 5

BAPR

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SEPM vs BAPR Returns, Every Period

First TrustSEPM

+5.6%

past year

BAPRInnovator

+14.0%

past year

SEPMBAPRFaded: behind in that period

0–2BAPR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SEPM vs BAPR

YTD

First TrustSEPM

+4.6%

BAPRInnovator

+12.0%

+4.6%Year to date+12.0%

−1.8%Worst drop · 1Y−2.5%

2.6%Volatility · 1Y6.4%

0.0%Yield0.0%

$37.6MAssets$417M

2–1SEPM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEPM, BAPR

Today

0.79%lowest, BAPR

FundExpense ratioFee$10k

BAPR0.79%$79

SEPM0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SEPM, BAPR

0.00%highest, SEPM

FundTrailing yieldYield$10k

SEPM0.00%$0

BAPR0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$79most kept, BAPR

BAPR$0 − $79 = −$79

SEPM$0 − $85 = −$85

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SEPM, BAPR

Today

[…]holdings […]

SEPMBAPR

SEPM—[…]

BAPR[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.0%BAPR, at 6.4% volatility

SEPMWorst drop−1.8%2.6% vol

BAPRWorst drop−2.5%6.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SEPMBAPR

+4.6%Year to date+12.0%

0.0%Yield0.0%

+5.6%Past year+14.0%

0.85%Fee0.79%

3–0BAPR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026