BUFS vs BALT

ABUFS

BBALT

Measures won1–2BALT wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · BALT $13,502

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common[…]BUFS and BALT

FT Vest Laddered Small Cap Moderate Buffer ETF · $204MInnovator Defined Wealth Shield ETF · $3.3B

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

[…]5 years · per year[…] · $13,502+6.2%

0.10%Expense ratio$10 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $0 on $10k0.00%

Cards for this view

BUFS

FT Vest Laddered Small Cap Moderate Buffer

[…]

BALT

Innovator Defined Wealth Shield

$13,502

MeasureBUFSBALT

Fee0.10%0.69%

Cost on $10k a year$10$69

Yield0.00%0.00%

5 years, per year[…]+6.2%

3 years, per year[…]+7.7%

Worst drop · 1Y−4.4%−1.2%

Volatility · 1Y8.5%2.7%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	−0.1%	+4.2%	+6.0%	+7.7%	+6.2%	−1.2%	$3.3B
3	ABUFS	FT Vest Laddered Small Cap Moderate Buffer ETFRead Desk	0.10%	0.00%	−0.4%	+9.2%	+11.2%	new	new	−4.4%	$204M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	BBALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	−0.1%	+4.2%	+6.0%	+7.7%	+6.2%	−1.2%	$3.3B
3	ABUFS	FT Vest Laddered Small Cap Moderate Buffer ETFRead Desk	0.10%	0.00%	−0.4%	+9.2%	+11.2%	new	new	−4.4%	$204M

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