Compare · 2 funds side by side · dividends reinvested

JULW and FJAN

JULWAllianzIM×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

JULW 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

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 · FJAN 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

JULW

FJAN

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

$10,000 five years ago, dividends reinvested

JULWMeasureFJAN

+5.8%Year to dateJan 1 → Nov 3+8.9%

+7.2%1 yearTotal return+11.3%

+12.8%3 years · per year$10,000 became $14,362 · $15,966+16.9%

+9.0%5 years · per year$10,000 became $15,358 · $16,694+10.8%

0.74%Expense ratio$74 · $85 a year on $10k · lower is better0.85%

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

−3.0%Worst dropSmaller is better−5.9%

4.5%VolatilityLower is calmer7.5%

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

3–4FJAN 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 FJAN: Top 5 Holdings

Today

JULW

[…]in top 5

FJAN

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

JULW vs FJAN Returns, Every Period

AllianzIMJULW

+9.0%

5 years, per year

FJANFirst Trust

+10.8%

5 years, per year

JULWFJANFaded: behind in that period

0–4FJAN wins

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

JULW vs FJAN

YTD

AllianzIMJULW

+5.8%

FJANFirst Trust

+8.9%

+5.8%Year to date+8.9%

−3.0%Worst drop · 1Y−5.9%

4.5%Volatility · 1Y7.5%

0.0%Yield0.0%

$253MAssets$1.5B

2–1JULW wins

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

Cost, Income and Risk

Fees: JULW, FJAN

Today

0.74%lowest, JULW

FundExpense ratioFee$10k

JULW0.74%$74

FJAN0.85%$85

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

Yields: JULW, FJAN

0.00%highest, JULW

FundTrailing yieldYield$10k

JULW0.00%$0

FJAN0.00%$0

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

Income After Fees on $10,000

−$74most kept, JULW

JULW$0 − $74 = −$74

FJAN$0 − $85 = −$85

KeptFee

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

Overlap: JULW, FJAN

Today

[…]holdings […]

JULWFJAN

JULW—[…]

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

JULWWorst drop−3.0%4.5% vol

FJANWorst drop−5.9%7.5% vol

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

Paid More vs Made More

YTD

JULWFJAN

+5.8%Year to date+8.9%

0.0%Yield0.0%

+7.2%Past year+11.3%

0.74%Fee0.85%

2–1FJAN 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