Compare · 3 funds side by side · dividends reinvested

BUFD, SIXF and HELO

BUFDFirst Trust×SIXFAllianzIM×HELOJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,188BUFD · best of the three

02 / 04

BUFD, SIXF and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+6.1%+7.6%+12.4%+7.2%−3.4%5.8%$2.2B1.4

AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETFDefined Outcome · Buffer0.74%0.00%+8.5%+10.4%[…][…]−4.8%6.9%$53M1.8

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.7%+4.3%+11.7%[…]−5.8%7.7%$4.9B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BUFD 2021 · SIXF 2024 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Deep Buffer ETF · $2.2B$14,188

BUFD

SIXF

AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF · $53M[…]

$10,000 five years ago, dividends reinvested

BUFDMeasureSIXF

+6.1%Year to dateJan 1 → Nov 6+8.5%

+7.6%1 yearTotal return+10.4%

+12.4%3 years · per year$10,000 became $14,188 · […][…]

+7.2%5 years · per year$10,000 became $14,188 · […][…]

0.10%Expense ratio$10 · $74 a year on $10k · lower is better0.74%

0.00%Trailing 12-mo yield$0 · $0 a year on $10k0.00%

−3.4%Worst dropSmaller is better−4.8%

5.8%VolatilityLower is calmer6.9%

BUFDSIXF Winner of the row, in its colourEach row: the bigger of the two fills its side

3–2BUFD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BUFD vs SIXF: Top 5 Holdings

Today

BUFD

41.9%in top 5

SIXF

in top 5[…]

BUFDStockSIXF

8.4%DNOVnot top 5

8.4%DMARnot top 5

8.4%DOCTnot top 5

8.3%DFEBnot top 5

8.3%DDECnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

BUFD vs SIXF Returns, Every Period

First TrustBUFD

+7.6%

past year

SIXFAllianzIM

+10.4%

past year

BUFDSIXFFaded: behind in that period

0–2SIXF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BUFD vs HELO

YTD

First TrustBUFD

+6.1%

HELOJ.P. Morgan

+2.7%

+6.1%Year to date+2.7%

−3.4%Worst drop · 1Y−5.8%

5.8%Volatility · 1Y7.7%

0.0%Yield0.6%

$2.2BAssets$4.9B

3–1BUFD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUFD, SIXF, HELO

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

HELO0.50%$50

SIXF0.74%$74

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BUFD, SIXF, HELO

0.58%highest, HELO

FundTrailing yieldYield$10k

HELO0.58%$58

BUFD0.00%$0

SIXF0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$8most kept, HELO

HELO$58 − $50 = $8

BUFD$0 − $10 = −$10

SIXF$0 − $74 = −$74

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BUFD, SIXF, HELO

Today

0.0%most shared, BUFD and HELO

BUFDSIXFHELO

BUFD—[…]0.0%

SIXF[…]—[…]

HELO0.0%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.4%SIXF, at 6.9% volatility

BUFDWorst drop−3.4%5.8% vol

SIXFWorst drop−4.8%6.9% vol

HELOWorst drop−5.8%7.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

HELOSIXF

+2.7%Year to date+8.5%

0.6%Yield0.0%

+4.3%Past year+10.4%

0.50%Fee0.74%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026