Compare · 2 funds side by side · dividends reinvested

MARW and BUFR

MARWAllianzIM×BUFRFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,036BUFR · best of the two

02 / 04

MARW and BUFR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+10.3%+11.8%+16.4%+9.9%−4.6%6.8%$10.9B1.3

AllianzIM U.S. Equity Buffer20 Mar ETFDefined Outcome · Buffer0.74%0.00%+8.1%+10.3%+12.3%[…]−3.4%4.3%$86M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: MARW 2023 · BUFR 2020

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer20 Mar ETF · $86M[…]

MARW

BUFR

FT Vest Laddered Buffer ETF · $10.9B$16,036

$10,000 five years ago, dividends reinvested

MARWMeasureBUFR

+8.1%Year to dateJan 1 → Nov 4+10.3%

+10.3%1 yearTotal return+11.8%

+12.3%3 years · per year$10,000 became $14,163 · $15,761+16.4%

[…]5 years · per year$10,000 became […] · $16,036+9.9%

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%

−3.4%Worst dropSmaller is better−4.6%

4.3%VolatilityLower is calmer6.8%

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

2–4BUFR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MARW vs BUFR: Top 5 Holdings

Today

MARW

[…]in top 5

BUFR

in top 541.9%

MARWStockBUFR

not top 5FOCT8.4%

not top 5FNOV8.4%

not top 5FMAR8.4%

not top 5FSEP8.4%

not top 5FFEB8.3%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

MARW vs BUFR Returns, Every Period

AllianzIMMARW

+10.3%

past year

BUFRFirst Trust

+11.8%

past year

MARWBUFRFaded: behind in that period

0–3BUFR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MARW vs BUFR

YTD

AllianzIMMARW

+8.1%

BUFRFirst Trust

+10.3%

+8.1%Year to date+10.3%

−3.4%Worst drop · 1Y−4.6%

4.3%Volatility · 1Y6.8%

0.0%Yield0.0%

$85.7MAssets$10.9B

2–1MARW wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MARW, BUFR

Today

0.10%lowest, BUFR

FundExpense ratioFee$10k

BUFR0.10%$10

MARW0.74%$74

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MARW, BUFR

0.00%highest, MARW

FundTrailing yieldYield$10k

MARW0.00%$0

BUFR0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFR

BUFR$0 − $10 = −$10

MARW$0 − $74 = −$74

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MARW, BUFR

Today

[…]holdings […]

MARWBUFR

MARW—[…]

BUFR[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.8%BUFR, at 6.8% volatility

MARWWorst drop−3.4%4.3% vol

BUFRWorst drop−4.6%6.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MARWBUFR

+8.1%Year to date+10.3%

0.0%Yield0.0%

+10.3%Past year+11.8%

0.74%Fee0.10%

3–0BUFR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026