Compare · 3 funds side by side · dividends reinvested

SIXD, BUFR and BALT

SIXDAllianzIM×BUFRFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,756BUFR · best of the three

02 / 04

SIXD, BUFR and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+8.9%+11.2%+14.8%+9.5%−4.6%7.5%$10.8B1.4

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.4%+6.2%+7.7%+6.2%−1.2%2.7%$3.3B1.9

AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETFDefined Outcome · Buffer0.74%0.00%+7.6%+8.8%[…][…]−4.7%7.5%$380M2.2

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: SIXD 2024 · BUFR 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF · $380M[…]

SIXD

BUFR

FT Vest Laddered Buffer ETF · $10.8B$15,756

$10,000 five years ago, dividends reinvested

SIXDMeasureBUFR

+7.6%Year to dateJan 1 → Nov 9+8.9%

+8.8%1 yearTotal return+11.2%

[…]3 years · per year$10,000 became […] · $15,142+14.8%

[…]5 years · per year$10,000 became […] · $15,756+9.5%

0.74%Expense ratio$74 · $10 a year on $10k · lower is better0.10%

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

−4.7%Worst dropSmaller is better−4.6%

7.5%VolatilityLower is calmer7.5%

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

0–4BUFR wins

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

More Ways to See the Pairs

SIXD vs BUFR: Top 5 Holdings

Today

SIXD

[…]in top 5

BUFR

in top 541.9%

SIXDStockBUFR

not top 5FOCT8.4%

not top 5FMAR8.4%

not top 5FNOV8.4%

not top 5FSEP8.4%

not top 5FFEB8.3%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

SIXD vs BUFR Returns, Every Period

AllianzIMSIXD

+8.8%

past year

BUFRFirst Trust

+11.2%

past year

SIXDBUFRFaded: behind in that period

0–2BUFR wins

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

SIXD vs BUFR

YTD

AllianzIMSIXD

+7.6%

BUFRFirst Trust

+8.9%

+7.6%Year to date+8.9%

−4.7%Worst drop · 1Y−4.6%

7.5%Volatility · 1Y7.5%

0.0%Yield0.0%

$380MAssets$10.8B

2–0BUFR wins

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

Cost, Income and Risk

Fees: SIXD, BUFR, BALT

Today

0.10%lowest, BUFR

FundExpense ratioFee$10k

BUFR0.10%$10

BALT0.69%$69

SIXD0.74%$74

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

Yields: SIXD, BUFR, BALT

0.00%highest, SIXD

FundTrailing yieldYield$10k

SIXD0.00%$0

BUFR0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFR

BUFR$0 − $10 = −$10

BALT$0 − $69 = −$69

SIXD$0 − $74 = −$74

KeptFee

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

Overlap: SIXD, BUFR, BALT

Today

[…]holdings […]

SIXDBUFRBALT

SIXD—[…][…]

BUFR[…]—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+11.2%BUFR, at 7.5% volatility

BALTWorst drop−1.2%2.7% vol

SIXDWorst drop−4.7%7.5% vol

BUFRWorst drop−4.6%7.5% vol

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

Paid More vs Made More

YTD

SIXDBUFR

+7.6%Year to date+8.9%

0.0%Yield0.0%

+8.8%Past year+11.2%

0.74%Fee0.10%

3–0BUFR 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%

$120BAssets$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