Compare · 3 funds side by side · dividends reinvested

QMAR, BUFD and HELO

QMARFirst Trust×BUFDFirst Trust×HELOJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,807QMAR · best of the three

02 / 04

QMAR, BUFD and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Nasdaq-100 Buffer ETF - MarchDefined Outcome · Buffer0.90%0.00%+14.0%+15.9%+16.7%+10.9%−3.2%7.3%$614M1.6

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.4%+8.9%+13.6%+7.6%−3.4%5.2%$2.2B1.8

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.2%+5.7%+13.0%[…]−5.8%7.2%$4.8B2.4

Rank among the three1st → 3rdFee, 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: QMAR 2021 · BUFD 2021 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Nasdaq-100 Buffer ETF - March · $614M$16,807

QMAR

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,509

$10,000 five years ago, dividends reinvested

QMARMeasureBUFD

+14.0%Year to dateJan 1 → Nov 4+7.4%

+15.9%1 yearTotal return+8.9%

+16.7%3 years · per year$10,000 became $15,884 · $14,657+13.6%

+10.9%5 years · per year$10,000 became $16,807 · $14,420+7.6%

0.90%Expense ratio$90 · $10 a year on $10k · lower is better0.10%

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

−3.2%Worst dropSmaller is better−3.4%

7.3%VolatilityLower is calmer5.2%

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

5–2QMAR wins

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

More Ways to See the Pairs

QMAR vs BUFD: Top 5 Holdings

Today

QMAR

[…]in top 5

BUFD

in top 541.8%

QMARStockBUFD

not top 5DNOV8.4%

not top 5DOCT8.4%

not top 5DMAR8.4%

not top 5DFEB8.3%

not top 5DDEC8.3%

Held in common[…]

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

QMAR vs BUFD Returns, Every Period

First TrustQMAR

+10.9%

5 years, per year

BUFDFirst Trust

+7.6%

5 years, per year

QMARBUFDFaded: behind in that period

4–0QMAR wins

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

QMAR vs HELO

YTD

First TrustQMAR

+14.0%

HELOJ.P. Morgan

+4.2%

+14.0%Year to date+4.2%

−3.2%Worst drop · 1Y−5.8%

7.3%Volatility · 1Y7.2%

0.0%Yield0.6%

$614MAssets$4.8B

2–2level

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

Cost, Income and Risk

Fees: QMAR, BUFD, HELO

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

HELO0.50%$50

QMAR0.90%$90

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

Yields: QMAR, BUFD, HELO

0.57%highest, HELO

FundTrailing yieldYield$10k

HELO0.57%$57

QMAR0.00%$0

BUFD0.00%$0

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

Income After Fees on $10,000

$7most kept, HELO

HELO$57 − $50 = $7

BUFD$0 − $10 = −$10

QMAR$0 − $90 = −$90

KeptFee

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

Overlap: QMAR, BUFD, HELO

Today

0.0%most shared, BUFD and HELO

QMARBUFDHELO

QMAR—[…][…]

BUFD[…]—0.0%

HELO[…]0.0%—

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

Return vs Bumpiness: 3 ETFs

+15.9%QMAR, at 7.3% volatility

BUFDWorst drop−3.4%5.2% vol

HELOWorst drop−5.8%7.2% 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

HELOQMAR

+4.2%Year to date+14.0%

0.6%Yield0.0%

+5.7%Past year+15.9%

0.50%Fee0.90%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026