Compare · 2 funds side by side · dividends reinvested

JULB and BUFR

JULBAptus×BUFRFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,495BUFR · best of the two

02 / 04

JULB and BUFR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ETF Series Solutions - Aptus July Buffer ETFDefined Outcome · Buffer0.25%0.00%+7.6%+9.2%[…][…]−5.2%7.3%$48M1.3

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.0%+9.1%+15.0%+9.2%−4.6%7.4%$10.9B1.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: JULB 2025 · BUFR 2020

Head to Head

Swap sides Versus in desk

Head to Head

ETF Series Solutions - Aptus July Buffer ETF · $48M[…]

JULB

BUFR

FT Vest Laddered Buffer ETF · $10.9B$15,495

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

JULBMeasureBUFR

+7.6%Year to dateJan 1 → Nov 5+7.0%

+9.2%1 yearTotal return+9.1%

[…]3 years · per year$10,000 became […] · $15,224+15.0%

[…]5 years · per year$10,000 became […] · $15,495+9.2%

0.25%Expense ratio$25 · $10 a year on $10k · lower is better0.10%

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

−5.2%Worst dropSmaller is better−4.6%

7.3%VolatilityLower is calmer7.4%

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

3–2JULB wins

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

More Ways to See the Pairs

JULB vs BUFR: Top 5 Holdings

Today

JULB

0.1%in top 5

BUFR

in top 541.8%

JULBStockBUFR

not top 5FOCT8.4%

not top 5FNOV8.4%

not top 5FSEP8.4%

not top 5FMAR8.3%

not top 5FDEC8.3%

0.1%CASH&OTHnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

JULB vs BUFR Returns, Every Period

AptusJULB

+9.2%

past year

BUFRFirst Trust

+9.1%

past year

JULBBUFRFaded: behind in that period

2–0JULB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JULB vs BUFR

YTD

AptusJULB

+7.6%

BUFRFirst Trust

+7.0%

+7.6%Year to date+7.0%

−5.2%Worst drop · 1Y−4.6%

7.3%Volatility · 1Y7.4%

0.0%Yield0.0%

$48.2MAssets$10.9B

2–1JULB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JULB, BUFR

Today

0.10%lowest, BUFR

FundExpense ratioFee$10k

BUFR0.10%$10

JULB0.25%$25

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JULB, BUFR

0.00%highest, JULB

FundTrailing yieldYield$10k

JULB0.00%$0

BUFR0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFR

BUFR$0 − $10 = −$10

JULB$0 − $25 = −$25

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JULB, BUFR

Today

0.0%most shared, JULB and BUFR

JULBBUFR

JULB—0.0%

BUFR0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.2%JULB, at 7.3% volatility

JULBWorst drop−5.2%7.3% vol

BUFRWorst drop−4.6%7.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JULBBUFR

+7.6%Year to date+7.0%

0.0%Yield0.0%

+9.2%Past year+9.1%

0.25%Fee0.10%

2–1JULB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026