SAUG vs BUFD

ASAUG

BBUFD

Measures won1–3BUFD wins · of 6 · 5Y

$10,000 · 5Y$14,347BUFD · BALT $13,532

Lowest cost0.10%BUFD · $10 on $10k

Most income0.00%SAUG · $0 on $10k

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

Held in common[…]SAUG and BUFD

SAUG

BUFD

FT Vest U.S. Small Cap Moderate Buffer ETF - August · $128MFT Vest Laddered Deep Buffer ETF · $2.2B

+12.6%3 years · per year$14,277 · $14,226+12.5%

[…]5 years · per year[…] · $14,347+7.5%

0.90%Expense ratio$90 · $10 on $10k · lower wins0.10%

0.00%12-mo yield$0 · $0 on $10k0.00%

−4.8%Worst dropSmaller wins−3.4%

7.8%VolatilityLower wins5.9%

1–3BUFD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSAUG · BUFD

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	BBUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	+1.3%	+7.4%	+9.3%	+12.5%	+7.5%	−3.4%	$2.2B
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	ASAUG	FT Vest U.S. Small Cap Moderate Buffer ETF - AugustRead Desk	0.90%	0.00%	+1.9%	+7.6%	+10.0%	+12.6%	new	−4.8%	$128M

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	BBUFD	FT Vest Laddered Deep Buffer ETFRead Desk	0.10%	0.00%	+1.3%	+7.4%	+9.3%	+12.5%	+7.5%	−3.4%	$2.2B
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	ASAUG	FT Vest U.S. Small Cap Moderate Buffer ETF - AugustRead Desk	0.90%	0.00%	+1.9%	+7.6%	+10.0%	+12.6%	new	−4.8%	$128M

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

SAUG vs BUFD

SAUG

FT Vest U.S. Small Cap Moderate Buffer ETF - August

[…]

BUFD

FT Vest Laddered Deep Buffer

$14,347

MeasureSAUGBUFD

Fee0.90%0.10%

Cost on $10k a year$90$10

Yield0.00%0.00%

5 years, per year[…]+7.5%

3 years, per year+12.6%+12.5%

Worst drop · 1Y−4.8%−3.4%

Volatility · 1Y7.8%5.9%

3–1measures won
BUFD 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: SAUG, BUFD, BALT

Today

[…]holdings […]

SAUGBUFDBALT

SAUG—[…][…]

BUFD[…]—[…]

BALT[…][…]—

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

BALT$0 − $69 = −$69

SAUG$0 − $90 = −$90

KeptFee

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