Compare · 2 funds side by side · dividends reinvested

OCTW and BUFQ

OCTWAllianzIM×BUFQFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,408OCTW · best of the two

02 / 04

OCTW and BUFQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Nasdaq Buffer ETFDefined Outcome · Buffer0.10%0.00%+9.8%+11.0%+16.5%[…]−5.4%9.7%$1.7B1.3

AllianzIM U.S. Equity Buffer20 Oct ETFDefined Outcome · Buffer0.74%0.00%+8.3%+9.4%+11.2%+9.0%−3.7%4.9%$447M1.5

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: OCTW 2020 · BUFQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer20 Oct ETF · $447M$15,408

OCTW

BUFQ

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

$10,000 five years ago, dividends reinvested

OCTWMeasureBUFQ

+8.3%Year to dateJan 1 → Nov 4+9.8%

+9.4%1 yearTotal return+11.0%

+11.2%3 years · per year$10,000 became $13,744 · $15,797+16.5%

+9.0%5 years · per year$10,000 became $15,408 · […][…]

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%

−3.7%Worst dropSmaller is better−5.4%

4.9%VolatilityLower is calmer9.7%

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

2–4BUFQ wins

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

More Ways to See the Pairs

OCTW vs BUFQ: Top 5 Holdings

Today

OCTW

[…]in top 5

BUFQ

in top 5100.0%

OCTWStockBUFQ

not top 5QMAR25.4%

not top 5QDEC25.1%

not top 5QSPT24.8%

not top 5QJUN24.6%

Held in common[…]

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

OCTW vs BUFQ Returns, Every Period

AllianzIMOCTW

+9.4%

past year

BUFQFirst Trust

+11.0%

past year

OCTWBUFQFaded: behind in that period

0–3BUFQ wins

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

OCTW vs BUFQ

YTD

AllianzIMOCTW

+8.3%

BUFQFirst Trust

+9.8%

+8.3%Year to date+9.8%

−3.7%Worst drop · 1Y−5.4%

4.9%Volatility · 1Y9.7%

0.0%Yield0.0%

$447MAssets$1.7B

2–1OCTW wins

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

Cost, Income and Risk

Fees: OCTW, BUFQ

Today

0.10%lowest, BUFQ

FundExpense ratioFee$10k

BUFQ0.10%$10

OCTW0.74%$74

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

Yields: OCTW, BUFQ

0.00%highest, OCTW

FundTrailing yieldYield$10k

OCTW0.00%$0

BUFQ0.00%$0

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

Income After Fees on $10,000

−$10most kept, BUFQ

BUFQ$0 − $10 = −$10

OCTW$0 − $74 = −$74

KeptFee

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

Overlap: OCTW, BUFQ

Today

[…]holdings […]

OCTWBUFQ

OCTW—[…]

BUFQ[…]—

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

Return vs Bumpiness: 2 ETFs

+11.0%BUFQ, at 9.7% volatility

OCTWWorst drop−3.7%4.9% vol

BUFQWorst drop−5.4%9.7% vol

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

Paid More vs Made More

YTD

OCTWBUFQ

+8.3%Year to date+9.8%

0.0%Yield0.0%

+9.4%Past year+11.0%

0.74%Fee0.10%

3–0BUFQ 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026