Compare · 2 funds side by side · dividends reinvested

OCTW and FJAN

OCTWAllianzIM×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

OCTW 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%+10.1%+12.4%+16.9%+11.1%−5.9%7.6%$1.5B1.4

AllianzIM U.S. Equity Buffer20 Oct ETFDefined Outcome · Buffer0.74%0.00%+8.3%+9.4%+11.2%+9.0%−3.7%4.9%$443M1.5

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 · FJAN 2021

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer20 Oct ETF · $443M$15,408

OCTW

FJAN

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

$10,000 five years ago, dividends reinvested

OCTWMeasureFJAN

+8.3%Year to dateJan 1 → Nov 4+10.1%

+9.4%1 yearTotal return+12.4%

+11.2%3 years · per year$10,000 became $13,744 · $15,989+16.9%

+9.0%5 years · per year$10,000 became $15,408 · $16,909+11.1%

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%

−3.7%Worst dropSmaller is better−5.9%

4.9%VolatilityLower is calmer7.6%

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

3–4FJAN 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 FJAN: Top 5 Holdings

Today

OCTW

[…]in top 5

FJAN

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

OCTW vs FJAN Returns, Every Period

AllianzIMOCTW

+9.0%

5 years, per year

FJANFirst Trust

+11.1%

5 years, per year

OCTWFJANFaded: behind in that period

0–4FJAN wins

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

OCTW vs FJAN

YTD

AllianzIMOCTW

+8.3%

FJANFirst Trust

+10.1%

+8.3%Year to date+10.1%

−3.7%Worst drop · 1Y−5.9%

4.9%Volatility · 1Y7.6%

0.0%Yield0.0%

$443MAssets$1.5B

2–1OCTW wins

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

Cost, Income and Risk

Fees: OCTW, FJAN

Today

0.74%lowest, OCTW

FundExpense ratioFee$10k

OCTW0.74%$74

FJAN0.85%$85

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

Yields: OCTW, FJAN

0.00%highest, OCTW

FundTrailing yieldYield$10k

OCTW0.00%$0

FJAN0.00%$0

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

Income After Fees on $10,000

−$74most kept, OCTW

OCTW$0 − $74 = −$74

FJAN$0 − $85 = −$85

KeptFee

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

Overlap: OCTW, FJAN

Today

[…]holdings […]

OCTWFJAN

OCTW—[…]

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

OCTWWorst drop−3.7%4.9% 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

OCTWFJAN

+8.3%Year to date+10.1%

0.0%Yield0.0%

+9.4%Past year+12.4%

0.74%Fee0.85%

2–1FJAN 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