Compare · 3 funds side by side · dividends reinvested

SIXF, BUFD and BALT

SIXFAllianzIM×BUFDFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,347BUFD · best of the three

02 / 04

SIXF, BUFD and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.4%+9.3%+12.5%+7.5%−3.4%5.9%$2.2B1.5

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 Feb/Aug ETFDefined Outcome · Buffer0.74%0.00%+9.9%+12.5%[…][…]−4.8%7.0%$53M2.0

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: SIXF 2024 · BUFD 2021 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Deep Buffer ETF · $2.2B$14,347

BUFD

SIXF

AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF · $53M[…]

$10,000 five years ago, dividends reinvested

BUFDMeasureSIXF

+7.4%Year to dateJan 1 → Nov 9+9.9%

+9.3%1 yearTotal return+12.5%

+12.5%3 years · per year$10,000 became $14,226 · […][…]

+7.5%5 years · per year$10,000 became $14,347 · […][…]

0.10%Expense ratio$10 · $74 a year on $10k · lower is better0.74%

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

−3.4%Worst dropSmaller is better−4.8%

5.9%VolatilityLower is calmer7.0%

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

3–2BUFD wins

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

More Ways to See the Pairs

BUFD vs SIXF: Top 5 Holdings

Today

BUFD

41.9%in top 5

SIXF

in top 5[…]

BUFDStockSIXF

8.4%DNOVnot top 5

8.4%DMARnot top 5

8.4%DOCTnot top 5

8.4%DFEBnot top 5

8.3%DSEPnot top 5

Held in common[…]

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

BUFD vs SIXF Returns, Every Period

First TrustBUFD

+9.3%

past year

SIXFAllianzIM

+12.5%

past year

BUFDSIXFFaded: behind in that period

0–2SIXF wins

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

BUFD vs SIXF

YTD

First TrustBUFD

+7.4%

SIXFAllianzIM

+9.9%

+7.4%Year to date+9.9%

−3.4%Worst drop · 1Y−4.8%

5.9%Volatility · 1Y7.0%

0.0%Yield0.0%

$2.2BAssets$52.7M

2–1BUFD wins

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

Cost, Income and Risk

Fees: SIXF, BUFD, BALT

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

SIXF0.74%$74

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

Yields: SIXF, BUFD, BALT

0.00%highest, SIXF

FundTrailing yieldYield$10k

SIXF0.00%$0

BUFD0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

SIXF$0 − $74 = −$74

KeptFee

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

Overlap: SIXF, BUFD, BALT

Today

[…]holdings […]

SIXFBUFDBALT

SIXF—[…][…]

BUFD[…]—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+12.5%SIXF, at 7.0% volatility

BALTWorst drop−1.2%2.7% vol

BUFDWorst drop−3.4%5.9% vol

SIXFWorst drop−4.8%7.0% vol

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

Paid More vs Made More

YTD

SIXFBUFD

+9.9%Year to date+7.4%

0.0%Yield0.0%

+12.5%Past year+9.3%

0.74%Fee0.10%

2–1SIXF 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