HAUG vs FMAY

AHAUG

BFMAY

Measures won1–0HAUG wins · of 6 · 5Y

$10,000 · 5Y$15,109FMAY · BALT $13,532

Lowest cost0.30%HAUG · $30 on $10k

Most income0.00%HAUG · $0 on $10k

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

Held in common[…]HAUG and FMAY

HAUG

FMAY

Corgi U.S. Equities 100% Structured Buffer ETF - August Series · $3MFT Vest U.S. Equity Buffer ETF - May · $1.5B

[…]3 years · per year[…] · $14,756+13.8%

[…]5 years · per year[…] · $15,109+8.6%

0.30%Expense ratio$30 · $85 on $10k · lower wins0.85%

0.00%12-mo yield$0 · $0 on $10k0.00%

[…]Worst dropSmaller wins−4.2%

[…]VolatilityLower wins8.1%

1–0HAUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHAUG · FMAY

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

Held in common[…]

End-of-day Nov 9, 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	BFMAY	FT Vest U.S. Equity Buffer ETF - MayRead Desk	0.85%	0.00%	+1.6%	+6.5%	+8.7%	+13.8%	+8.6%	−4.2%	$1.5B
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.6%	+4.4%	+6.2%	+7.7%	+6.2%	−1.2%	$3.3B
3	AHAUG	Corgi U.S. Equities 100% Structured Buffer ETF - August SeriesRead Desk	0.30%	0.00%	+0.5%	new	new	new	new	[…]	$3M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BFMAY	FT Vest U.S. Equity Buffer ETF - MayRead Desk	0.85%	0.00%	+1.6%	+6.5%	+8.7%	+13.8%	+8.6%	−4.2%	$1.5B
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.6%	+4.4%	+6.2%	+7.7%	+6.2%	−1.2%	$3.3B
3	AHAUG	Corgi U.S. Equities 100% Structured Buffer ETF - August SeriesRead Desk	0.30%	0.00%	+0.5%	new	new	new	new	[…]	$3M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HAUG vs FMAY

HAUG

Corgi U.S. Equities 100% Structured Buffer ETF - August Series

[…]

FMAY

FT Vest U.S. Equity Buffer ETF - May

$15,109

MeasureHAUGFMAY

Fee0.30%0.85%

Cost on $10k a year$30$85

Yield0.00%0.00%

5 years, per year[…]+8.6%

3 years, per year[…]+13.8%

Worst drop · 1Y[…]−4.2%

Volatility · 1Y[…]8.1%

1–0measures won
HAUG first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: HAUG, FMAY, BALT

Today

[…]holdings […]

HAUGFMAYBALT

HAUG—[…][…]

FMAY[…]—[…]

BALT[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$30most kept, HAUG

HAUG$0 − $30 = −$30

BALT$0 − $69 = −$69

FMAY$0 − $85 = −$85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee