Compare · 2 funds side by side · dividends reinvested

MAXJ and FJAN

MAXJiShares×FJANFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,909FJAN · best of the two

02 / 04

MAXJ and FJAN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Trust - iShares Large Cap Max Buffer Jun ETFDefined Outcome · Buffer0.53%0.96%+5.1%+6.2%[…][…]−1.7%2.5%$163M1.3

FT Vest U.S. Equity Buffer ETF - JanuaryDefined Outcome · Buffer0.85%0.00%+10.1%+12.4%+16.9%+11.1%−5.9%7.6%$1.5B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: MAXJ 2024 · FJAN 2021

Head to Head

Swap sides Versus in desk

Head to Head

iShares Trust - iShares Large Cap Max Buffer Jun ETF · $163M[…]

MAXJ

FJAN

FT Vest U.S. Equity Buffer ETF - January · $1.5B$16,909

$10,000 five years ago, dividends reinvested

MAXJMeasureFJAN

+5.1%Year to dateJan 1 → Nov 4+10.1%

+6.2%1 yearTotal return+12.4%

[…]3 years · per year$10,000 became […] · $15,989+16.9%

[…]5 years · per year$10,000 became […] · $16,909+11.1%

0.53%Expense ratio$53 · $85 a year on $10k · lower is better0.85%

0.96%Trailing 12-mo yield$96 · $0 a year on $10k0.00%

−1.7%Worst dropSmaller is better−5.9%

2.5%VolatilityLower is calmer7.6%

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

4–2MAXJ wins

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

More Ways to See the Pairs

MAXJ vs FJAN: Top 5 Holdings

Today

MAXJ

98.0%in top 5

FJAN

in top 5[…]

MAXJStockFJAN

98.0%IVVnot top 5

Held in common[…]

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

MAXJ vs FJAN Returns, Every Period

iSharesMAXJ

+6.2%

past year

FJANFirst Trust

+12.4%

past year

MAXJFJANFaded: behind in that period

0–2FJAN wins

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

MAXJ vs FJAN

YTD

iSharesMAXJ

+5.1%

FJANFirst Trust

+10.1%

+5.1%Year to date+10.1%

−1.7%Worst drop · 1Y−5.9%

2.5%Volatility · 1Y7.6%

1.0%Yield0.0%

$163MAssets$1.5B

3–1MAXJ wins

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

Cost, Income and Risk

Fees: MAXJ, FJAN

Today

0.53%lowest, MAXJ

FundExpense ratioFee$10k

MAXJ0.53%$53

FJAN0.85%$85

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

Yields: MAXJ, FJAN

0.96%highest, MAXJ

FundTrailing yieldYield$10k

MAXJ0.96%$96

FJAN0.00%$0

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

Income After Fees on $10,000

$43most kept, MAXJ

MAXJ$96 − $53 = $43

FJAN$0 − $85 = −$85

KeptFee

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

Overlap: MAXJ, FJAN

Today

[…]holdings […]

MAXJFJAN

MAXJ—[…]

FJAN[…]—

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

Return vs Bumpiness: 2 ETFs

+12.4%FJAN, at 7.6% volatility

MAXJWorst drop−1.7%2.5% vol

FJANWorst drop−5.9%7.6% vol

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

Paid More vs Made More

YTD

MAXJFJAN

+5.1%Year to date+10.1%

1.0%Yield0.0%

+6.2%Past year+12.4%

0.53%Fee0.85%

2–2level

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