Compare · 2 funds side by side · dividends reinvested

JULM and FJAN

JULMFirst Trust×FJANFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,410FJAN · best of the two

02 / 04

JULM 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%+7.1%+9.4%+15.3%+10.4%−5.9%8.1%$1.5B1.3

First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - JulyDefined Outcome · Buffer0.85%0.00%+3.8%+4.6%[…][…]−1.6%2.3%$36M1.3

Rank among the two1st → 2ndFee, 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: JULM 2024 · FJAN 2021

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - July · $36M[…]

JULM

FJAN

FT Vest U.S. Equity Buffer ETF - January · $1.5B$16,410

$10,000 five years ago, dividends reinvested

JULMMeasureFJAN

+3.8%Year to dateJan 1 → Nov 6+7.1%

+4.6%1 yearTotal return+9.4%

[…]3 years · per year$10,000 became […] · $15,338+15.3%

[…]5 years · per year$10,000 became […] · $16,410+10.4%

0.85%Expense ratio$85 · $85 a year on $10k · lower is better0.85%

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

−1.6%Worst dropSmaller is better−5.9%

2.3%VolatilityLower is calmer8.1%

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

2–2Level

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

More Ways to See the Pairs

JULM vs FJAN: Top 5 Holdings

Today

JULM

[…]in top 5

FJAN

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

JULM vs FJAN Returns, Every Period

First TrustJULM

+4.6%

past year

FJANFirst Trust

+9.4%

past year

JULMFJANFaded: behind in that period

0–2FJAN wins

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

JULM vs FJAN

YTD

First TrustJULM

+3.8%

FJANFirst Trust

+7.1%

+3.8%Year to date+7.1%

−1.6%Worst drop · 1Y−5.9%

2.3%Volatility · 1Y8.1%

0.0%Yield0.0%

$36.0MAssets$1.5B

2–1JULM wins

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

Cost, Income and Risk

Fees: JULM, FJAN

Today

0.85%lowest, JULM

FundExpense ratioFee$10k

JULM0.85%$85

FJAN0.85%$85

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

Yields: JULM, FJAN

0.00%highest, JULM

FundTrailing yieldYield$10k

JULM0.00%$0

FJAN0.00%$0

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

Income After Fees on $10,000

−$85most kept, JULM

JULM$0 − $85 = −$85

FJAN$0 − $85 = −$85

KeptFee

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

Overlap: JULM, FJAN

Today

[…]holdings […]

JULMFJAN

JULM—[…]

FJAN[…]—

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

Return vs Bumpiness: 2 ETFs

+9.4%FJAN, at 8.1% volatility

JULMWorst drop−1.6%2.3% vol

FJANWorst drop−5.9%8.1% vol

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

Paid More vs Made More

YTD

JULMFJAN

+3.8%Year to date+7.1%

0.0%Yield0.0%

+4.6%Past year+9.4%

0.85%Fee0.85%

2–0FJAN wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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