Compare · 3 funds side by side · dividends reinvested

SFLR, FDEC and BALT

SFLRInnovator×FDECFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,053FDEC · best of the three

02 / 04

SFLR, FDEC and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Buffer ETF - DecemberDefined Outcome · Buffer0.85%0.00%+7.0%+10.1%+16.7%+9.9%−5.8%8.2%$1.3B1.5

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

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+3.1%+3.7%+14.9%[…]−6.8%10.7%$2.2B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SFLR 2022 · FDEC 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Equity Managed Floor ETF · $2.2B[…]

SFLR

FDEC

FT Vest U.S. Equity Buffer ETF - December · $1.3B$16,053

$10,000 five years ago, dividends reinvested

SFLRMeasureFDEC

+3.1%Year to dateJan 1 → Nov 6+7.0%

+3.7%1 yearTotal return+10.1%

+14.9%3 years · per year$10,000 became $15,180 · $15,890+16.7%

[…]5 years · per year$10,000 became […] · $16,053+9.9%

0.89%Expense ratio$89 · $85 a year on $10k · lower is better0.85%

0.25%Trailing 12-mo yield$25 · $0 a year on $10k0.00%

−6.8%Worst dropSmaller is better−5.8%

10.7%VolatilityLower is calmer8.2%

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

1–6FDEC wins

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

More Ways to See the Pairs

SFLR vs FDEC: Top 5 Holdings

Today

SFLR

26.9%in top 5

FDEC

in top 5[…]

SFLRStockFDEC

7.8%AAPLnot top 5

6.5%NVDAnot top 5

6.0%MSFTnot top 5

4.1%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common[…]

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

SFLR vs FDEC Returns, Every Period

InnovatorSFLR

+3.7%

past year

FDECFirst Trust

+10.1%

past year

SFLRFDECFaded: behind in that period

0–3FDEC wins

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

SFLR vs FDEC

YTD

InnovatorSFLR

+3.1%

FDECFirst Trust

+7.0%

+3.1%Year to date+7.0%

−6.8%Worst drop · 1Y−5.8%

10.7%Volatility · 1Y8.2%

0.3%Yield0.0%

$2.2BAssets$1.3B

3–1FDEC wins

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

Cost, Income and Risk

Fees: SFLR, FDEC, BALT

Today

0.69%lowest, BALT

FundExpense ratioFee$10k

BALT0.69%$69

FDEC0.85%$85

SFLR0.89%$89

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

Yields: SFLR, FDEC, BALT

0.25%highest, SFLR

FundTrailing yieldYield$10k

SFLR0.25%$25

FDEC0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$64most kept, SFLR

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

FDEC$0 − $85 = −$85

KeptFee

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

Overlap: SFLR, FDEC, BALT

Today

[…]holdings […]

SFLRFDECBALT

SFLR—[…][…]

FDEC[…]—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+10.1%FDEC, at 8.2% volatility

BALTWorst drop−1.2%2.6% vol

FDECWorst drop−5.8%8.2% vol

SFLRWorst drop−6.8%10.7% vol

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

Paid More vs Made More

YTD

SFLRFDEC

+3.1%Year to date+7.0%

0.3%Yield0.0%

+3.7%Past year+10.1%

0.89%Fee0.85%

3–1FDEC 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%

$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