Compare · 4 funds side by side · dividends reinvested

BUFH, SPYM, VOO and IVV

BUFHFirst Trust×SPYMSPDR×VOOVanguard×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,192SPYM · best of the four

02 / 04

BUFH, SPYM, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.4

FT Vest Laddered Max Buffer ETFDefined Outcome · Buffer0.10%0.00%+3.8%+4.7%[…][…]−1.5%2.6%$74M3.0

Rank among the four1st → 4thFee, 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: BUFH 2025 · SPYM 2005 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Max Buffer ETF · $74M[…]

BUFH

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BUFHMeasureSPYM

+3.8%Year to dateJan 1 → Nov 6+8.8%

+4.7%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.10%Expense ratio$10 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $105 a year on $10k1.05%

−1.5%Worst dropSmaller is better−8.9%

2.6%VolatilityLower is calmer13.6%

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

2–4SPYM wins

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

More Ways to See the Pairs

BUFH vs SPYM: Top 5 Holdings

Today

BUFH

41.7%in top 5

SPYM

in top 527.8%

BUFHStockSPYM

8.4%NOVMnot top 5

8.4%OCTMnot top 5

8.3%MARMnot top 5

8.3%JUNMnot top 5

8.3%DECMnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

BUFH vs SPYM Returns, Every Period

First TrustBUFH

+4.7%

past year

SPYMSPDR

+9.8%

past year

BUFHSPYMFaded: behind in that period

0–2SPYM wins

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

Defined Outcome vs Core: BUFH vs IVV

YTD

First TrustBUFH

+3.8%

IVViShares

+8.7%

+3.8%Year to date+8.7%

−1.5%Worst drop · 1Y−8.9%

2.6%Volatility · 1Y13.6%

0.0%Yield1.1%

$73.5MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: BUFH, SPYM, VOO, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

IVV0.03%$3

BUFH0.10%$10

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

Yields: BUFH, SPYM, VOO, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

SPYM1.05%$105

BUFH0.00%$0

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

BUFH$0 − $10 = −$10

KeptFee

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

Overlap: BUFH, SPYM, VOO, IVV

Today

99.9%most shared, SPYM and IVV

BUFHSPYMVOOIVV

BUFH—0.0%0.0%0.0%

SPYM0.0%—92.2%99.9%

VOO0.0%92.2%—92.2%

IVV0.0%99.9%92.2%—

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

Return vs Bumpiness: 4 ETFs

+9.8%VOO, at 13.5% volatility

BUFHWorst drop−1.5%2.6% vol

VOOWorst drop−8.9%13.5% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IVVSPYM

+8.7%Year to date+8.8%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.02%

2–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026