Compare · 2 funds side by side · dividends reinvested

UMAR and BUFD

UMARInnovator×BUFDFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,758UMAR · best of the two

02 / 04

UMAR and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Ultra Buffer ETFDefined Outcome · Buffer0.79%0.00%+9.0%+10.7%+14.0%+8.1%−3.6%5.1%$142M1.3

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+8.4%+9.8%+13.6%+7.7%−3.4%5.3%$2.2B1.6

Rank among the two1st → 2ndFee, 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: UMAR 2020 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Ultra Buffer ETF · $142M$14,758

UMAR

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,509

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

UMARMeasureBUFD

+9.0%Year to dateJan 1 → Nov 4+8.4%

+10.7%1 yearTotal return+9.8%

+14.0%3 years · per year$10,000 became $14,823 · $14,662+13.6%

+8.1%5 years · per year$10,000 became $14,758 · $14,509+7.7%

0.79%Expense ratio$79 · $10 a year on $10k · lower is better0.10%

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

−3.6%Worst dropSmaller is better−3.4%

5.1%VolatilityLower is calmer5.3%

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

5–2UMAR wins

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

More Ways to See the Pairs

UMAR vs BUFD: Top 5 Holdings

Today

UMAR

101.2%in top 5

BUFD

in top 541.8%

UMARStockBUFD

101.2%VOOnot top 5

not top 5DNOV8.4%

not top 5DOCT8.4%

not top 5DMAR8.4%

not top 5DJAN8.4%

not top 5DFEB8.3%

Held in common0.0%

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

UMAR vs BUFD Returns, Every Period

InnovatorUMAR

+8.1%

5 years, per year

BUFDFirst Trust

+7.7%

5 years, per year

UMARBUFDFaded: behind in that period

4–0UMAR wins

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

UMAR vs BUFD

YTD

InnovatorUMAR

+9.0%

BUFDFirst Trust

+8.4%

+9.0%Year to date+8.4%

−3.6%Worst drop · 1Y−3.4%

5.1%Volatility · 1Y5.3%

0.0%Yield0.0%

$142MAssets$2.2B

2–1UMAR wins

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

Cost, Income and Risk

Fees: UMAR, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

UMAR0.79%$79

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

Yields: UMAR, BUFD

0.00%highest, UMAR

FundTrailing yieldYield$10k

UMAR0.00%$0

BUFD0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

UMAR$0 − $79 = −$79

KeptFee

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

Overlap: UMAR, BUFD

Today

0.0%most shared, UMAR and BUFD

UMARBUFD

UMAR—0.0%

BUFD0.0%—

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

Return vs Bumpiness: 2 ETFs

+10.7%UMAR, at 5.1% volatility

UMARWorst drop−3.6%5.1% vol

BUFDWorst drop−3.4%5.3% vol

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

Paid More vs Made More

YTD

UMARBUFD

+9.0%Year to date+8.4%

0.0%Yield0.0%

+10.7%Past year+9.8%

0.79%Fee0.10%

2–1UMAR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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