Compare · 2 funds side by side · dividends reinvested

BUFR and JEPI

BUFRFirst Trust×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,821BUFR · best of the two

02 / 04

BUFR and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+9.1%+10.8%+16.4%+9.6%−4.6%6.7%$10.9B1.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BUFR 2020 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Buffer ETF · $10.9B$15,821

BUFR

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

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

BUFRMeasureJEPI

+9.1%Year to dateJan 1 → Nov 3+7.0%

+10.8%1 yearTotal return+9.8%

+16.4%3 years · per year$10,000 became $15,761 · $14,201+12.4%

+9.6%5 years · per year$10,000 became $15,821 · $14,322+7.4%

0.10%Expense ratio$10 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $796 a year on $10k7.96%

−4.6%Worst dropSmaller is better−6.7%

6.7%VolatilityLower is calmer7.9%

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

7–1BUFR wins

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

More Ways to See the Pairs

BUFR vs JEPI: Top 5 Holdings

Today

BUFR

41.9%in top 5

JEPI

in top 59.5%

BUFRStockJEPI

8.4%FOCTnot top 5

8.4%FNOVnot top 5

8.4%FSEPnot top 5

8.4%FMARnot top 5

8.3%FDECnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

BUFR vs JEPI Returns, Every Period

First TrustBUFR

+9.6%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

BUFRJEPIFaded: behind in that period

4–0BUFR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: BUFR vs JEPI

YTD

First TrustBUFR

+9.1%

JEPIJ.P. Morgan

+7.0%

+9.1%Year to date+7.0%

−4.6%Worst drop · 1Y−6.7%

6.7%Volatility · 1Y7.9%

0.0%Yield8.0%

$10.9BAssets$46.0B

3–1BUFR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUFR, JEPI

Today

0.10%lowest, BUFR

FundExpense ratioFee$10k

BUFR0.10%$10

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BUFR, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

BUFR0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

BUFR$0 − $10 = −$10

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BUFR, JEPI

Today

0.0%most shared, BUFR and JEPI

BUFRJEPI

BUFR—0.0%

JEPI0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.8%BUFR, at 6.7% volatility

BUFRWorst drop−4.6%6.7% vol

JEPIWorst drop−6.7%7.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIBUFR

+7.0%Year to date+9.1%

8.0%Yield0.0%

+9.8%Past year+10.8%

0.35%Fee0.10%

3–1BUFR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026