Compare · 3 funds side by side · dividends reinvested

SIXO, BALT and BUFD

SIXOAllianzIM×BALTInnovator×BUFDFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,188BUFD · best of the three

02 / 04

SIXO, BALT and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+6.1%+7.6%+12.4%+7.2%−3.4%5.8%$2.2B1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.3B1.9

AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETFDefined Outcome · Buffer0.74%0.00%+3.6%+5.1%+9.7%+6.9%−4.1%5.8%$118M2.5

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: SIXO 2021 · BALT 2021 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF · $118M$13,991

SIXO

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,449

$10,000 five years ago, dividends reinvested

SIXOMeasureBALT

+3.6%Year to dateJan 1 → Nov 6+3.8%

+5.1%1 yearTotal return+5.5%

+9.7%3 years · per year$10,000 became $13,210 · $12,479+7.7%

+6.9%5 years · per year$10,000 became $13,991 · $13,449+6.1%

0.74%Expense ratio$74 · $69 a year on $10k · lower is better0.69%

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

−4.1%Worst dropSmaller is better−1.2%

5.8%VolatilityLower is calmer2.6%

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

2–5BALT wins

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

More Ways to See the Pairs

SIXO vs BALT: Top 5 Holdings

Today

SIXO

[…]in top 5

BALT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SIXO vs BALT Returns, Every Period

AllianzIMSIXO

+6.9%

5 years, per year

BALTInnovator

+6.1%

5 years, per year

SIXOBALTFaded: behind in that period

2–2Level

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

SIXO vs BALT

YTD

AllianzIMSIXO

+3.6%

BALTInnovator

+3.8%

+3.6%Year to date+3.8%

−4.1%Worst drop · 1Y−1.2%

5.8%Volatility · 1Y2.6%

0.0%Yield0.0%

$118MAssets$3.3B

3–0BALT wins

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

Cost, Income and Risk

Fees: SIXO, BALT, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

BALT0.69%$69

SIXO0.74%$74

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

Yields: SIXO, BALT, BUFD

0.00%highest, SIXO

FundTrailing yieldYield$10k

SIXO0.00%$0

BALT0.00%$0

BUFD0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

SIXO$0 − $74 = −$74

KeptFee

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

Overlap: SIXO, BALT, BUFD

Today

[…]holdings […]

SIXOBALTBUFD

SIXO—[…][…]

BALT[…]—[…]

BUFD[…][…]—

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

Return vs Bumpiness: 3 ETFs

+7.6%BUFD, at 5.8% volatility

BALTWorst drop−1.2%2.6% vol

BUFDWorst drop−3.4%5.8% vol

SIXOWorst drop−4.1%5.8% vol

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

Paid More vs Made More

YTD

SIXOBUFD

+3.6%Year to date+6.1%

0.0%Yield0.0%

+5.1%Past year+7.6%

0.74%Fee0.10%

3–0BUFD 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