FHDG vs BALT5YFHDGFHDGAvsBBALTBALTFT Vest U.S. Equity Quarterly Dynamic Buffer ETF · $51MInnovator Defined Wealth Shield ETF · $3.3BReturns · dividends in[…]3 years · per year[…] · $12,471+7.6%[…]5 years · per year[…] · $13,530+6.2%Cost and income0.85%Expense ratio$85 · $69 on $10k · lower wins0.69%0.00%12-mo yield$0 · $0 on $10k0.00%Risk · 1 year
Overlap: FHDG, BALT, BUFDToday[…]holdings […]FHDGBALTBUFDFHDG—[…][…]BALT[…]—[…]BUFD[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
FHDG vs BALT5YAFHDGFT Vest U.S. Equity Quarterly Dynamic Buffer[…]vsBALTBInnovator Defined Wealth Shield$13,530MeasureFHDGBALTFee0.85%0.69%Cost on $10k a year$85$69Yield0.00%0.00%5 years, per year[…]+6.2%3 years, per year[…]+7.6%Worst drop · 1Y−4.0%−1.2%Volatility · 1Y6.5%2.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BUFDFT Vest Laddered Deep Buffer ETFReadDesk0.10%0.00%−0.1%+7.7%+9.0%+12.1%+7.5%−3.4%$2.2B2BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%0.0%+4.5%+5.9%+7.6%+6.2%−1.2%$3.3B3AFHDGFT Vest U.S. Equity Quarterly Dynamic Buffer ETFReadDesk0.85%0.00%−0.2%+9.2%+10.7%newnew−4.0%$51MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BUFDFT Vest Laddered Deep Buffer ETFReadDesk0.10%0.00%−0.1%+7.7%+9.0%+12.1%+7.5%−3.4%$2.2B2BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%0.0%+4.5%+5.9%+7.6%+6.2%−1.2%$3.3B3AFHDGFT Vest U.S. Equity Quarterly Dynamic Buffer ETFReadDesk0.85%0.00%−0.2%+9.2%+10.7%newnew−4.0%$51MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 13+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 13+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 13, 2026
Overlap: FHDG, BALT, BUFDToday[…]holdings […]FHDGBALTBUFDFHDG—[…][…]BALT[…]—[…]BUFD[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y−$10most kept, BUFDBUFD$0 − $10 = −$10BALT$0 − $69 = −$69FHDG$0 − $85 = −$85KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee