DFEB vs BALT

ADFEB

BBALT

Measures won2–3BALT wins · of 6 · 5Y

$10,000 · 5Y$16,036BUFR · DFEB $14,900

Lowest cost0.10%BUFR · $10 on $10k

Most income0.00%DFEB · $0 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 · $456MInnovator Defined Wealth Shield ETF · $3.3B

+15.1%3 years · per year$15,231 · $12,644+8.1%

+8.3%5 years · per year$14,900 · $13,578+6.3%

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%

5.3%VolatilityLower wins2.4%

2–3BALT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFEB · BALT

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BUFR	FT Vest Laddered Buffer ETFRead Desk	0.10%	0.00%	+1.1%	+10.3%	+11.8%	+16.4%	+9.9%	−4.6%	$10.9B
2	ADFEB	FT Vest U.S. Equity Deep Buffer ETF - FebruaryRead Desk	0.85%	0.00%	+0.8%	+9.0%	+10.8%	+15.1%	+8.3%	−4.1%	$456M
3	BBALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.4%	+4.7%	+6.3%	+8.1%	+6.3%	−1.2%	$3.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BUFR	FT Vest Laddered Buffer ETFRead Desk	0.10%	0.00%	+1.1%	+10.3%	+11.8%	+16.4%	+9.9%	−4.6%	$10.9B
2	ADFEB	FT Vest U.S. Equity Deep Buffer ETF - FebruaryRead Desk	0.85%	0.00%	+0.8%	+9.0%	+10.8%	+15.1%	+8.3%	−4.1%	$456M
3	BBALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.4%	+4.7%	+6.3%	+8.1%	+6.3%	−1.2%	$3.3B

End-of-day Nov 4, 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

$14,900

BALT

Innovator Defined Wealth Shield

$13,578

MeasureDFEBBALT

Fee0.85%0.69%

Cost on $10k a year$85$69

Yield0.00%0.00%

5 years, per year+8.3%+6.3%

3 years, per year+15.1%+8.1%

Worst drop · 1Y−4.1%−1.2%

Volatility · 1Y5.3%2.4%

3–2measures won
BALT first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFEB, BALT, BUFR

Today

[…]holdings […]

DFEBBALTBUFR

DFEB—[…][…]

BALT[…]—[…]

BUFR[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$10most kept, BUFR

BUFR$0 − $10 = −$10

BALT$0 − $69 = −$69

DFEB$0 − $85 = −$85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee