Compare · 3 funds side by side · dividends reinvested

SIXH, BALT and BUFD

SIXHMeridian×BALTInnovator×BUFDFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,751SIXH · best of the three

02 / 04

SIXH, BALT and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ETC 6 Meridian Hedged Equity Index Option ETFDefined Outcome · Hedged equity0.31%1.73%+18.4%+23.9%+15.2%+10.9%−3.5%8.0%$635M1.6

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+8.4%+9.8%+13.6%+7.7%−3.4%5.3%$2.2B1.9

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$3.3B2.4

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: SIXH 2020 · BALT 2021 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

ETC 6 Meridian Hedged Equity Index Option ETF · $635M$16,751

SIXH

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,578

$10,000 five years ago, dividends reinvested

SIXHMeasureBALT

+18.4%Year to dateJan 1 → Nov 4+4.7%

+23.9%1 yearTotal return+6.3%

+15.2%3 years · per year$10,000 became $15,296 · $12,644+8.1%

+10.9%5 years · per year$10,000 became $16,751 · $13,578+6.3%

0.31%Expense ratio$31 · $69 a year on $10k · lower is better0.69%

1.73%Trailing 12-mo yield$173 · $0 a year on $10k0.00%

−3.5%Worst dropSmaller is better−1.2%

8.0%VolatilityLower is calmer2.4%

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

6–2SIXH wins

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

More Ways to See the Pairs

SIXH vs BALT: Top 5 Holdings

Today

SIXH

20.5%in top 5

BALT

in top 5[…]

SIXHStockBALT

5.1%MOnot top 5

3.9%VZnot top 5

3.8%PEPnot top 5

3.8%Tnot top 5

3.8%PMnot top 5

Held in common[…]

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

SIXH vs BALT Returns, Every Period

MeridianSIXH

+10.9%

5 years, per year

BALTInnovator

+6.3%

5 years, per year

SIXHBALTFaded: behind in that period

4–0SIXH wins

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

SIXH vs BALT

YTD

MeridianSIXH

+18.4%

BALTInnovator

+4.7%

+18.4%Year to date+4.7%

−3.5%Worst drop · 1Y−1.2%

8.0%Volatility · 1Y2.4%

1.7%Yield0.0%

$635MAssets$3.3B

2–2level

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

Cost, Income and Risk

Fees: SIXH, BALT, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

SIXH0.31%$31

BALT0.69%$69

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

Yields: SIXH, BALT, BUFD

1.73%highest, SIXH

FundTrailing yieldYield$10k

SIXH1.73%$173

BALT0.00%$0

BUFD0.00%$0

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

Income After Fees on $10,000

$142most kept, SIXH

SIXH$173 − $31 = $142

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

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

Overlap: SIXH, BALT, BUFD

Today

0.0%most shared, SIXH and BUFD

SIXHBALTBUFD

SIXH—[…]0.0%

BALT[…]—[…]

BUFD0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+23.9%SIXH, at 8.0% volatility

BALTWorst drop−1.2%2.4% vol

BUFDWorst drop−3.4%5.3% vol

SIXHWorst drop−3.5%8.0% vol

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

Paid More vs Made More

YTD

SIXHBUFD

+18.4%Year to date+8.4%

1.7%Yield0.0%

+23.9%Past year+9.8%

0.31%Fee0.10%

3–1SIXH 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026