Compare · 2 funds side by side · dividends reinvested

OCTW and QMAR

OCTWAllianzIM×QMARFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,911QMAR · best of the two

02 / 04

OCTW and QMAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Nasdaq-100 Buffer ETF - MarchDefined Outcome · Buffer0.90%0.00%+14.8%+16.4%+16.7%+11.1%−3.2%7.3%$615M1.3

AllianzIM U.S. Equity Buffer20 Oct ETFDefined Outcome · Buffer0.74%0.00%+8.3%+9.4%+11.2%+9.0%−3.7%4.9%$447M1.6

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: OCTW 2020 · QMAR 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

OCTW

QMAR

FT Vest Nasdaq-100 Buffer ETF - March · $615M$16,911

$10,000 five years ago, dividends reinvested

OCTWMeasureQMAR

+8.3%Year to dateJan 1 → Nov 4+14.8%

+9.4%1 yearTotal return+16.4%

+11.2%3 years · per year$10,000 became $13,744 · $15,889+16.7%

+9.0%5 years · per year$10,000 became $15,408 · $16,911+11.1%

0.74%Expense ratio$74 · $90 a year on $10k · lower is better0.90%

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

−3.7%Worst dropSmaller is better−3.2%

4.9%VolatilityLower is calmer7.3%

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

2–5QMAR 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 QMAR: Top 5 Holdings

Today

OCTW

[…]in top 5

QMAR

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

OCTW vs QMAR Returns, Every Period

AllianzIMOCTW

+9.0%

5 years, per year

QMARFirst Trust

+11.1%

5 years, per year

OCTWQMARFaded: behind in that period

0–4QMAR wins

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

OCTW vs QMAR

YTD

AllianzIMOCTW

+8.3%

QMARFirst Trust

+14.8%

+8.3%Year to date+14.8%

−3.7%Worst drop · 1Y−3.2%

4.9%Volatility · 1Y7.3%

0.0%Yield0.0%

$447MAssets$615M

2–1QMAR wins

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

Cost, Income and Risk

Fees: OCTW, QMAR

Today

0.74%lowest, OCTW

FundExpense ratioFee$10k

OCTW0.74%$74

QMAR0.90%$90

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

Yields: OCTW, QMAR

0.00%highest, OCTW

FundTrailing yieldYield$10k

OCTW0.00%$0

QMAR0.00%$0

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

Income After Fees on $10,000

−$74most kept, OCTW

OCTW$0 − $74 = −$74

QMAR$0 − $90 = −$90

KeptFee

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

Overlap: OCTW, QMAR

Today

[…]holdings […]

OCTWQMAR

OCTW—[…]

QMAR[…]—

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

Return vs Bumpiness: 2 ETFs

+16.4%QMAR, at 7.3% volatility

OCTWWorst drop−3.7%4.9% vol

QMARWorst drop−3.2%7.3% vol

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

Paid More vs Made More

YTD

OCTWQMAR

+8.3%Year to date+14.8%

0.0%Yield0.0%

+9.4%Past year+16.4%

0.74%Fee0.90%

2–1QMAR 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