BALT vs BUFS

ABALT

BBUFS

Measures won2–1BALT wins · of 6 · 5Y

$10,000 · 5Y$13,449BALT

Lowest cost0.10%BUFS · $10 on $10k

Most income0.00%BALT · $0 on $10k

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

Held in common[…]BALT and BUFS

BALT

BUFS

Innovator Defined Wealth Shield ETF · $3.3BFT Vest Laddered Small Cap Moderate Buffer ETF · $200M

+7.7%3 years · per year$12,479 · […][…]

+6.1%5 years · per year$13,449 · […][…]

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−4.4%

2.6%VolatilityLower wins8.3%

2–1BALT wins

$10,000 · 5 yearsOne scale

Shared top holdingsBALT · BUFS

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

Held in common[…]

End-of-day Nov 6, 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%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.3B
2	BBUFS	FT Vest Laddered Small Cap Moderate Buffer ETFRead Desk		0.10%	0.00%	+0.9%	+7.6%	+8.8%	new	new	−4.4%	$200M

End-of-day Nov 6, 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%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.3B
2	BBUFS	FT Vest Laddered Small Cap Moderate Buffer ETFRead Desk		0.10%	0.00%	+0.9%	+7.6%	+8.8%	new	new	−4.4%	$200M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BALT vs BUFS

BALT

Innovator Defined Wealth Shield

$13,449

BUFS

FT Vest Laddered Small Cap Moderate Buffer

[…]

MeasureBALTBUFS

Fee0.69%0.10%

Cost on $10k a year$69$10

Yield0.00%0.00%

5 years, per year+6.1%[…]

3 years, per year+7.7%[…]

Worst drop · 1Y−1.2%−4.4%

Volatility · 1Y2.6%8.3%

2–1measures won
BALT first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: BALT, BUFS

Today

[…]holdings […]

BALTBUFS

BALT—[…]

BUFS[…]—

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

Income After Fees on $10,000

−$10most kept, BUFS

BUFS$0 − $10 = −$10

BALT$0 − $69 = −$69

KeptFee

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