FDEC vs BALT

AFDEC

BBALT

Measures won2–3BALT wins · of 6 · 5Y

$10,000 · 5Y$16,551FDEC · BUFD $14,509

Lowest cost0.10%BUFD · $10 on $10k

Most income0.00%FDEC · $0 on $10k

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

Held in common[…]FDEC and BALT

FDEC

BALT

FT Vest U.S. Equity Buffer ETF - December · $1.3BInnovator Defined Wealth Shield ETF · $3.3B

+18.1%3 years · per year$16,464 · $12,644+8.1%

+10.6%5 years · per year$16,551 · $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%

−5.8%Worst dropSmaller wins−1.2%

7.7%VolatilityLower wins2.4%

2–3BALT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDEC · 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	AFDEC	FT Vest U.S. Equity Buffer ETF - DecemberRead Desk	0.85%	0.00%	+1.1%	+10.2%	+13.0%	+18.1%	+10.6%	−5.8%	$1.3B
2	BUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	+0.9%	+8.4%	+9.8%	+13.6%	+7.7%	−3.4%	$2.2B
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	AFDEC	FT Vest U.S. Equity Buffer ETF - DecemberRead Desk	0.85%	0.00%	+1.1%	+10.2%	+13.0%	+18.1%	+10.6%	−5.8%	$1.3B
2	BUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	+0.9%	+8.4%	+9.8%	+13.6%	+7.7%	−3.4%	$2.2B
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

FDEC vs BALT

FDEC

FT Vest U.S. Equity Buffer ETF - December

$16,551

BALT

Innovator Defined Wealth Shield

$13,578

MeasureFDECBALT

Fee0.85%0.69%

Cost on $10k a year$85$69

Yield0.00%0.00%

5 years, per year+10.6%+6.3%

3 years, per year+18.1%+8.1%

Worst drop · 1Y−5.8%−1.2%

Volatility · 1Y7.7%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: FDEC, BALT, BUFD

Today

[…]holdings […]

FDECBALTBUFD

FDEC—[…][…]

BALT[…]—[…]

BUFD[…][…]—

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

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

BALT$0 − $69 = −$69

FDEC$0 − $85 = −$85

KeptFee

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