RECD vs BALT

ARECD

BBALT

Measures won0–0level · of 6 · 5Y

$10,000 · 5Y$14,357BUFD · BALT $13,536

Lowest cost0.10%BUFD · $10 on $10k

Most income0.00%RECD · $0 on $10k

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

Held in common[…]RECD and BALT

RECD

BALT

Columbia RECS Laddered Deep Buffer ETF · $5MInnovator Defined Wealth Shield ETF · $3.3B

[…]3 years · per year[…] · $12,505+7.7%

[…]5 years · per year[…] · $13,536+6.2%

0.69%Expense ratio$69 · $69 on $10k · lower wins0.69%

0.00%12-mo yield$0 · $0 on $10k0.00%

[…]Worst dropSmaller wins−1.2%

[…]VolatilityLower wins2.7%

0–0Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECD · BALT

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	BUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	+1.3%	+7.5%	+9.4%	+12.5%	+7.5%	−3.4%	$2.2B
2	BBALT	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	ARECD	Columbia RECS Laddered Deep Buffer ETFRead Desk	0.69%	0.00%	+1.5%	new	new	new	new	[…]	$5M

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	BUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	+1.3%	+7.5%	+9.4%	+12.5%	+7.5%	−3.4%	$2.2B
2	BBALT	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	ARECD	Columbia RECS Laddered Deep Buffer ETFRead Desk	0.69%	0.00%	+1.5%	new	new	new	new	[…]	$5M

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

RECD vs BALT

RECD

Columbia RECS Laddered Deep Buffer

[…]

BALT

Innovator Defined Wealth Shield

$13,536

MeasureRECDBALT

Fee0.69%0.69%

Cost on $10k a year$69$69

Yield0.00%0.00%

5 years, per year[…]+6.2%

3 years, per year[…]+7.7%

Worst drop · 1Y[…]−1.2%

Volatility · 1Y[…]2.7%

0–0measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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: RECD, BALT, BUFD

Today

[…]holdings […]

RECDBALTBUFD

RECD—[…][…]

BALT[…]—[…]

BUFD[…][…]—

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

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

RECD$0 − $69 = −$69

BALT$0 − $69 = −$69

KeptFee

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