Compare · 2 funds side by side · dividends reinvested

JULW and BUFQ

JULWAllianzIM×BUFQFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,358JULW · best of the two

02 / 04

JULW and BUFQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Nasdaq Buffer ETFDefined Outcome · Buffer0.10%0.00%+9.0%+10.3%+16.5%[…]−5.4%9.6%$1.7B1.3

AllianzIM U.S. Equity Buffer20 Jul ETFDefined Outcome · Buffer0.74%0.00%+5.8%+7.2%+12.8%+9.0%−3.0%4.5%$253M1.5

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: JULW 2020 · BUFQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer20 Jul ETF · $253M$15,358

JULW

BUFQ

FT Vest Laddered Nasdaq Buffer ETF · $1.7B[…]

$10,000 five years ago, dividends reinvested

JULWMeasureBUFQ

+5.8%Year to dateJan 1 → Nov 3+9.0%

+7.2%1 yearTotal return+10.3%

+12.8%3 years · per year$10,000 became $14,362 · $15,797+16.5%

+9.0%5 years · per year$10,000 became $15,358 · […][…]

0.74%Expense ratio$74 · $10 a year on $10k · lower is better0.10%

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

−3.0%Worst dropSmaller is better−5.4%

4.5%VolatilityLower is calmer9.6%

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

2–4BUFQ wins

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

More Ways to See the Pairs

JULW vs BUFQ: Top 5 Holdings

Today

JULW

[…]in top 5

BUFQ

in top 5100.0%

JULWStockBUFQ

not top 5QMAR25.4%

not top 5QDEC25.1%

not top 5QSPT24.8%

not top 5QJUN24.6%

Held in common[…]

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

JULW vs BUFQ Returns, Every Period

AllianzIMJULW

+7.2%

past year

BUFQFirst Trust

+10.3%

past year

JULWBUFQFaded: behind in that period

0–3BUFQ wins

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

JULW vs BUFQ

YTD

AllianzIMJULW

+5.8%

BUFQFirst Trust

+9.0%

+5.8%Year to date+9.0%

−3.0%Worst drop · 1Y−5.4%

4.5%Volatility · 1Y9.6%

0.0%Yield0.0%

$253MAssets$1.7B

2–1JULW wins

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

Cost, Income and Risk

Fees: JULW, BUFQ

Today

0.10%lowest, BUFQ

FundExpense ratioFee$10k

BUFQ0.10%$10

JULW0.74%$74

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

Yields: JULW, BUFQ

0.00%highest, JULW

FundTrailing yieldYield$10k

JULW0.00%$0

BUFQ0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFQ

BUFQ$0 − $10 = −$10

JULW$0 − $74 = −$74

KeptFee

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

Overlap: JULW, BUFQ

Today

[…]holdings […]

JULWBUFQ

JULW—[…]

BUFQ[…]—

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

Return vs Bumpiness: 2 ETFs

+10.3%BUFQ, at 9.6% volatility

JULWWorst drop−3.0%4.5% vol

BUFQWorst drop−5.4%9.6% vol

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

Paid More vs Made More

YTD

JULWBUFQ

+5.8%Year to date+9.0%

0.0%Yield0.0%

+7.2%Past year+10.3%

0.74%Fee0.10%

3–0BUFQ wins

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