Compare · 3 funds side by side · dividends reinvested

STEN, FMAY and BALT

STENiShares×FMAYFirst Trust×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,394FMAY · best of the three

02 / 04

STEN, FMAY and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Trust - iShares Large Cap 10% Target Buffer Sep ETFDefined Outcome · Buffer0.53%0.28%+11.7%+12.7%[…][…]−6.2%9.1%$58M1.7

FT Vest U.S. Equity Buffer ETF - MayDefined Outcome · Buffer0.85%0.00%+7.9%+9.5%+15.3%+9.0%−4.2%7.3%$1.5B1.9

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.7%+6.3%+8.1%+6.3%−1.2%2.4%$3.2B2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: STEN 2025 · FMAY 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

iShares Trust - iShares Large Cap 10% Target Buffer Sep ETF · $58M[…]

STEN

FMAY

FT Vest U.S. Equity Buffer ETF - May · $1.5B$15,394

$10,000 five years ago, dividends reinvested

STENMeasureFMAY

+11.7%Year to dateJan 1 → Nov 4+7.9%

+12.7%1 yearTotal return+9.5%

[…]3 years · per year$10,000 became […] · $15,328+15.3%

[…]5 years · per year$10,000 became […] · $15,394+9.0%

0.53%Expense ratio$53 · $85 a year on $10k · lower is better0.85%

0.28%Trailing 12-mo yield$28 · $0 a year on $10k0.00%

−6.2%Worst dropSmaller is better−4.2%

9.1%VolatilityLower is calmer7.3%

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

4–2STEN wins

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

More Ways to See the Pairs

STEN vs FMAY: Top 5 Holdings

Today

STEN

97.7%in top 5

FMAY

in top 5[…]

STENStockFMAY

97.7%IVVnot top 5

Held in common[…]

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

STEN vs FMAY Returns, Every Period

iSharesSTEN

+12.7%

past year

FMAYFirst Trust

+9.5%

past year

STENFMAYFaded: behind in that period

2–0STEN wins

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

STEN vs FMAY

YTD

iSharesSTEN

+11.7%

FMAYFirst Trust

+7.9%

+11.7%Year to date+7.9%

−6.2%Worst drop · 1Y−4.2%

9.1%Volatility · 1Y7.3%

0.3%Yield0.0%

$57.6MAssets$1.5B

2–2level

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

Cost, Income and Risk

Fees: STEN, FMAY, BALT

Today

0.53%lowest, STEN

FundExpense ratioFee$10k

STEN0.53%$53

BALT0.69%$69

FMAY0.85%$85

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

Yields: STEN, FMAY, BALT

0.28%highest, STEN

FundTrailing yieldYield$10k

STEN0.28%$28

FMAY0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$25most kept, STEN

STEN$28 − $53 = −$25

BALT$0 − $69 = −$69

FMAY$0 − $85 = −$85

KeptFee

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

Overlap: STEN, FMAY, BALT

Today

[…]holdings […]

STENFMAYBALT

STEN—[…][…]

FMAY[…]—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+12.7%STEN, at 9.1% volatility

BALTWorst drop−1.2%2.4% vol

FMAYWorst drop−4.2%7.3% vol

STENWorst drop−6.2%9.1% vol

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

Paid More vs Made More

YTD

STENFMAY

+11.7%Year to date+7.9%

0.3%Yield0.0%

+12.7%Past year+9.5%

0.53%Fee0.85%

4–0STEN 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026