BUFG vs BALT5YBUFGBUFGAvsBBALTBALTFT Vest Buffered Allocation Growth ETF · $329MInnovator Defined Wealth Shield ETF · $3.3BReturns · dividends in+14.3%3 years · per year$14,947 · $12,479+7.7%+8.1%5 years · per year$14,792 · $13,539+6.2%Cost and income0.20%Expense ratio$20 · $69 on $10k · lower wins0.69%0.00%12-mo yield$0 · $0 on $10k
Overlap: BUFG, BALT, SFLRToday0.0%most shared, BUFG and SFLRBUFGBALTSFLRBUFG—[…]0.0%BALT[…]—[…]SFLR0.0%[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
BUFG vs BALT5YABUFGFT Vest Buffered Allocation Growth$14,792vsBALTBInnovator Defined Wealth Shield$13,539$10k$13kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ABUFGFT Vest Buffered Allocation Growth ETFReadDesk0.20%0.00%+0.8%+8.6%+9.7%+14.3%+8.1%−5.7%$329M2BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%+0.3%+4.6%+6.0%+7.7%+6.2%−1.2%$3.3B3SFLRInnovator Equity Managed Floor ETFReadDesk0.89%0.24%+0.9%+5.8%+6.0%+15.3%new−6.8%$2.2BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ABUFGFT Vest Buffered Allocation Growth ETFReadDesk0.20%0.00%+0.8%+8.6%+9.7%+14.3%+8.1%−5.7%$329M2BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%+0.3%+4.6%+6.0%+7.7%+6.2%−1.2%$3.3B3SFLRInnovator Equity Managed Floor ETFReadDesk0.89%0.24%+0.9%+5.8%+6.0%+15.3%new−6.8%$2.2BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: BUFG, BALT, SFLRToday0.0%most shared, BUFG and SFLRBUFGBALTSFLRBUFG—[…]0.0%BALT[…]—[…]SFLR0.0%[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y−$20most kept, BUFGBUFG$0 − $20 = −$20SFLR$24 − $89 = −$65BALT$0 − $69 = −$69KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee