BALT vs BUFQ

ABALT

BBUFQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,532BALT

Lowest cost0.10%BUFQ · $10 on $10k

Most income0.00%BALT · $0 on $10k

Smallest drop−1.2%BALT · worst fall in 1Y

Held in common[…]BALT and BUFQ

BALT

BUFQ

Innovator Defined Wealth Shield ETF · $3.3BFT Vest Laddered Nasdaq Buffer ETF · $1.6B

+7.7%3 years · per year$12,502 · $15,235+15.1%

+6.2%5 years · per year$13,532 · […][…]

0.69%Expense ratio$69 · $10 on $10k · lower wins0.10%

0.00%12-mo yield$0 · $0 on $10k0.00%

−1.2%Worst dropSmaller wins−8.2%

2.7%VolatilityLower wins10.8%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsBALT · BUFQ

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ABALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.6%	+4.4%	+6.2%	+7.7%	+6.2%	−1.2%	$3.3B
2	BBUFQ	FT Vest Laddered Nasdaq Buffer ETFRead Desk		0.10%	0.00%	+2.3%	+8.4%	+10.8%	+15.1%	new	−8.2%	$1.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ABALT	Innovator Defined Wealth Shield ETFRead Desk		0.69%	0.00%	+0.6%	+4.4%	+6.2%	+7.7%	+6.2%	−1.2%	$3.3B
2	BBUFQ	FT Vest Laddered Nasdaq Buffer ETFRead Desk		0.10%	0.00%	+2.3%	+8.4%	+10.8%	+15.1%	new	−8.2%	$1.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BALT vs BUFQ

BALT

Innovator Defined Wealth Shield

$13,532

BUFQ

FT Vest Laddered Nasdaq Buffer

[…]

MeasureBALTBUFQ

Fee0.69%0.10%

Cost on $10k a year$69$10

Yield0.00%0.00%

5 years, per year+6.2%[…]

3 years, per year+7.7%+15.1%

Worst drop · 1Y−1.2%−8.2%

Volatility · 1Y2.7%10.8%

2–2measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: BALT, BUFQ

Today

[…]holdings […]

BALTBUFQ

BALT—[…]

BUFQ[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$10most kept, BUFQ

BUFQ$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee