DFEB vs BALT

ADFEB

BBALT

Measures won2–3BALT wins · of 6 · 5Y

$10,000 · 5Y$14,594DFEB · BUFD $14,188

Lowest cost0.10%BUFD · $10 on $10k

Most income0.25%SFLR · $25 on $10k

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

Held in common[…]DFEB and BALT

DFEB

BALT

FT Vest U.S. Equity Deep Buffer ETF - February · $459MInnovator Defined Wealth Shield ETF · $3.2B

+13.8%3 years · per year$14,754 · $12,479+7.7%

+7.9%5 years · per year$14,594 · $13,449+6.1%

0.85%Expense ratio$85 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $0 on $10k0.00%

−4.1%Worst dropSmaller wins−1.2%

5.7%VolatilityLower wins2.6%

2–3BALT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFEB · BALT

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

All Four

5Y4 funds

#
1	ADFEB	FT Vest U.S. Equity Deep Buffer ETF - FebruaryRead Desk	0.85%	0.00%	+0.2%	+6.9%	+8.8%	+13.8%	+7.9%	−4.1%	$459M
2	BUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	+0.1%	+6.1%	+7.6%	+12.4%	+7.2%	−3.4%	$2.2B
3	BBALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.2B
4	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+0.3%	+3.1%	+3.7%	+14.9%	new	−6.8%	$2.2B

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

All Four

5Y4 funds

#
1	ADFEB	FT Vest U.S. Equity Deep Buffer ETF - FebruaryRead Desk	0.85%	0.00%	+0.2%	+6.9%	+8.8%	+13.8%	+7.9%	−4.1%	$459M
2	BUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	+0.1%	+6.1%	+7.6%	+12.4%	+7.2%	−3.4%	$2.2B
3	BBALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.2B
4	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+0.3%	+3.1%	+3.7%	+14.9%	new	−6.8%	$2.2B

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

DFEB vs BALT

DFEB

FT Vest U.S. Equity Deep Buffer ETF - February

$14,594

BALT

Innovator Defined Wealth Shield

$13,449

MeasureDFEBBALT

Fee0.85%0.69%

Cost on $10k a year$85$69

Yield0.00%0.00%

5 years, per year+7.9%+6.1%

3 years, per year+13.8%+7.7%

Worst drop · 1Y−4.1%−1.2%

Volatility · 1Y5.7%2.6%

3–2measures 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFEB, BALT, BUFD, SFLR

Today

0.0%most shared, BUFD and SFLR

DFEBBALTBUFDSFLR

DFEB—[…][…][…]

BALT[…]—[…][…]

BUFD[…][…]—0.0%

SFLR[…][…]0.0%—

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

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

SFLR$25 − $89 = −$64

BALT$0 − $69 = −$69

DFEB$0 − $85 = −$85

KeptFee

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