FAUG vs BUFR

AFAUG

BBUFR

Measures won0–4BUFR wins · of 6 · 5Y

$10,000 · 5Y$16,036BUFR · FAUG $15,320

Lowest cost0.10%BUFR · $10 on $10k

Most income0.00%FAUG · $0 on $10k

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

Held in common[…]FAUG and BUFR

FAUG

BUFR

FT Vest U.S. Equity Buffer ETF - August · $1.4BFT Vest Laddered Buffer ETF · $10.9B

+16.4%3 years · per year$15,766 · $15,761+16.4%

+8.9%5 years · per year$15,320 · $16,036+9.9%

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

0.00%12-mo yield$0 · $0 on $10k0.00%

−5.3%Worst dropSmaller wins−4.6%

7.2%VolatilityLower wins6.8%

0–4BUFR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFAUG · BUFR

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	BBUFR	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	AFAUG	FT Vest U.S. Equity Buffer ETF - AugustRead Desk	0.85%	0.00%	+1.2%	+9.4%	+10.6%	+16.4%	+8.9%	−5.3%	$1.4B
3	BALT	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	BBUFR	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	AFAUG	FT Vest U.S. Equity Buffer ETF - AugustRead Desk	0.85%	0.00%	+1.2%	+9.4%	+10.6%	+16.4%	+8.9%	−5.3%	$1.4B
3	BALT	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

FAUG vs BUFR

FAUG

FT Vest U.S. Equity Buffer ETF - August

$15,320

BUFR

FT Vest Laddered Buffer

$16,036

MeasureFAUGBUFR

Fee0.85%0.10%

Cost on $10k a year$85$10

Yield0.00%0.00%

5 years, per year+8.9%+9.9%

3 years, per year+16.4%+16.4%

Worst drop · 1Y−5.3%−4.6%

Volatility · 1Y7.2%6.8%

4–0measures won
BUFR 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: FAUG, BUFR, BALT

Today

[…]holdings […]

FAUGBUFRBALT

FAUG—[…][…]

BUFR[…]—[…]

BALT[…][…]—

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

FAUG$0 − $85 = −$85

KeptFee

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