Compare · 3 funds side by side · dividends reinvested

TEND, FMAY and BALT

TENDiShares×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

TEND, FMAY and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Trust - iShares Large Cap 10% Target Buffer Dec ETFDefined Outcome · Buffer0.53%0.13%+10.8%+11.8%[…][…]−5.9%8.0%$67M1.7

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: TEND 2025 · FMAY 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

iShares Trust - iShares Large Cap 10% Target Buffer Dec ETF · $67M[…]

TEND

FMAY

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

$10,000 five years ago, dividends reinvested

TENDMeasureFMAY

+10.8%Year to dateJan 1 → Nov 4+7.9%

+11.8%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%

0.13%Trailing 12-mo yield$13 · $0 a year on $10k0.00%

−5.9%Worst dropSmaller is better−4.2%

8.0%VolatilityLower is calmer7.3%

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

4–2TEND wins

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

More Ways to See the Pairs

TEND vs FMAY: Top 5 Holdings

Today

TEND

98.8%in top 5

FMAY

in top 5[…]

TENDStockFMAY

98.8%IVVnot top 5

Held in common[…]

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

TEND vs FMAY Returns, Every Period

iSharesTEND

+11.8%

past year

FMAYFirst Trust

+9.5%

past year

TENDFMAYFaded: behind in that period

2–0TEND wins

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

TEND vs FMAY

YTD

iSharesTEND

+10.8%

FMAYFirst Trust

+7.9%

+10.8%Year to date+7.9%

−5.9%Worst drop · 1Y−4.2%

8.0%Volatility · 1Y7.3%

0.1%Yield0.0%

$66.9MAssets$1.5B

2–2level

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

Cost, Income and Risk

Fees: TEND, FMAY, BALT

Today

0.53%lowest, TEND

FundExpense ratioFee$10k

TEND0.53%$53

BALT0.69%$69

FMAY0.85%$85

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

Yields: TEND, FMAY, BALT

0.13%highest, TEND

FundTrailing yieldYield$10k

TEND0.13%$13

FMAY0.00%$0

BALT0.00%$0

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

Income After Fees on $10,000

−$40most kept, TEND

TEND$13 − $53 = −$40

BALT$0 − $69 = −$69

FMAY$0 − $85 = −$85

KeptFee

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

Overlap: TEND, FMAY, BALT

Today

[…]holdings […]

TENDFMAYBALT

TEND—[…][…]

FMAY[…]—[…]

BALT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+11.8%TEND, at 8.0% volatility

BALTWorst drop−1.2%2.4% vol

FMAYWorst drop−4.2%7.3% vol

TENDWorst drop−5.9%8.0% vol

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

Paid More vs Made More

YTD

TENDFMAY

+10.8%Year to date+7.9%

0.1%Yield0.0%

+11.8%Past year+9.5%

0.53%Fee0.85%

4–0TEND 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