Compare · 2 funds side by side · dividends reinvested

FBUF and FJAN

FBUFFidelity×FJANFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,694FJAN · best of the two

02 / 04

FBUF and FJAN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Buffer ETF - JanuaryDefined Outcome · Buffer0.85%0.00%+8.9%+11.3%+16.9%+10.8%−5.9%7.5%$1.5B1.4

Fidelity Dynamic Buffered Equity ETFDefined Outcome · Buffer0.52%0.58%+8.2%+9.8%[…][…]−5.6%8.3%$26M1.5

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: FBUF 2024 · FJAN 2021

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Dynamic Buffered Equity ETF · $26M[…]

FBUF

FJAN

FT Vest U.S. Equity Buffer ETF - January · $1.5B$16,694

$10,000 five years ago, dividends reinvested

FBUFMeasureFJAN

+8.2%Year to dateJan 1 → Nov 3+8.9%

+9.8%1 yearTotal return+11.3%

[…]3 years · per year$10,000 became […] · $15,966+16.9%

[…]5 years · per year$10,000 became […] · $16,694+10.8%

0.52%Expense ratio$52 · $85 a year on $10k · lower is better0.85%

0.58%Trailing 12-mo yield$58 · $0 a year on $10k0.00%

−5.6%Worst dropSmaller is better−5.9%

8.3%VolatilityLower is calmer7.5%

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

3–3Level

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

More Ways to See the Pairs

FBUF vs FJAN: Top 5 Holdings

Today

FBUF

26.9%in top 5

FJAN

in top 5[…]

FBUFStockFJAN

7.8%AAPLnot top 5

7.7%NVDAnot top 5

5.1%MSFTnot top 5

3.8%AMZNnot top 5

2.6%AVGOnot top 5

Held in common[…]

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

FBUF vs FJAN Returns, Every Period

FidelityFBUF

+9.8%

past year

FJANFirst Trust

+11.3%

past year

FBUFFJANFaded: behind in that period

0–2FJAN wins

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

FBUF vs FJAN

YTD

FidelityFBUF

+8.2%

FJANFirst Trust

+8.9%

+8.2%Year to date+8.9%

−5.6%Worst drop · 1Y−5.9%

8.3%Volatility · 1Y7.5%

0.6%Yield0.0%

$25.8MAssets$1.5B

2–2level

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

Cost, Income and Risk

Fees: FBUF, FJAN

Today

0.52%lowest, FBUF

FundExpense ratioFee$10k

FBUF0.52%$52

FJAN0.85%$85

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

Yields: FBUF, FJAN

0.58%highest, FBUF

FundTrailing yieldYield$10k

FBUF0.58%$58

FJAN0.00%$0

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

Income After Fees on $10,000

$6most kept, FBUF

FBUF$58 − $52 = $6

FJAN$0 − $85 = −$85

KeptFee

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

Overlap: FBUF, FJAN

Today

[…]holdings […]

FBUFFJAN

FBUF—[…]

FJAN[…]—

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

Return vs Bumpiness: 2 ETFs

+11.3%FJAN, at 7.5% volatility

FJANWorst drop−5.9%7.5% vol

FBUFWorst drop−5.6%8.3% vol

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

Paid More vs Made More

YTD

FBUFFJAN

+8.2%Year to date+8.9%

0.6%Yield0.0%

+9.8%Past year+11.3%

0.52%Fee0.85%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

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

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