NBFR vs BALT5YNBFRNBFRAvsBBALTBALTInnovator Nasdaq-100 Managed 10 Buffer ETF · $20MInnovator Defined Wealth Shield ETF · $3.3BReturns · dividends in[…]3 years · per year[…] · $12,462+7.6%[…]5 years · per year[…] · $13,516+6.2%Cost and income0.79%Expense ratio$79 · $69 on $10k · lower wins0.69%0.02%12-mo yield$2 · $0 on $10k0.00%Risk · 1 year
Overlap: NBFR, BALT, BUFDToday0.0%most shared, NBFR and BUFDNBFRBALTBUFDNBFR—[…]0.0%BALT[…]—[…]BUFD0.0%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
NBFR vs BALT5YANBFRInnovator Nasdaq-100 Managed 10 Buffer[…]vsBALTBInnovator Defined Wealth Shield$13,516MeasureNBFRBALTFee0.79%0.69%Cost on $10k a year$79$69Yield0.02%0.00%5 years, per year[…]+6.2%3 years, per year[…]+7.6%Worst drop · 1Y[…]−1.2%Volatility · 1Y[…]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%−0.2%+7.5%+8.7%+12.0%+7.4%−3.4%$2.2B2BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.4%+5.9%+7.6%+6.2%−1.2%$3.3B3ANBFRInnovator Nasdaq-100 Managed 10 Buffer ETFReadDesk0.79%0.02%−0.4%newnewnewnew[…]$20MEnd-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%−0.2%+7.5%+8.7%+12.0%+7.4%−3.4%$2.2B2BBALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%−0.1%+4.4%+5.9%+7.6%+6.2%−1.2%$3.3B3ANBFRInnovator Nasdaq-100 Managed 10 Buffer ETFReadDesk0.79%0.02%−0.4%newnewnewnew[…]$20MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: NBFR, BALT, BUFDToday0.0%most shared, NBFR and BUFDNBFRBALTBUFDNBFR—[…]0.0%BALT[…]—[…]BUFD0.0%[…]—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 = −$69NBFR$2 − $79 = −$77KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee