Compare · 3 funds side by side · dividends reinvested

SAUG, FMAY and HELO

SAUGFirst Trust×FMAYFirst Trust×HELOJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,864FMAY · best of the three

02 / 04

SAUG, FMAY and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Buffer ETF - MayDefined Outcome · Buffer0.85%0.00%+4.6%+6.6%+14.0%+8.3%−4.2%8.0%$1.5B1.8

FT Vest U.S. Small Cap Moderate Buffer ETF - AugustDefined Outcome · Buffer0.90%0.00%+5.2%+7.4%+12.5%[…]−4.8%7.7%$129M1.9

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.58%+2.5%+4.3%+11.9%[…]−5.8%7.7%$4.9B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SAUG 2023 · FMAY 2020 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Small Cap Moderate Buffer ETF - August · $129M[…]

SAUG

FMAY

FT Vest U.S. Equity Buffer ETF - May · $1.5B$14,864

$10,000 five years ago, dividends reinvested

SAUGMeasureFMAY

+5.2%Year to dateJan 1 → Nov 5+4.6%

+7.4%1 yearTotal return+6.6%

+12.5%3 years · per year$10,000 became $14,241 · $14,805+14.0%

[…]5 years · per year$10,000 became […] · $14,864+8.3%

0.90%Expense ratio$90 · $85 a year on $10k · lower is better0.85%

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

−4.8%Worst dropSmaller is better−4.2%

7.7%VolatilityLower is calmer8.0%

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

3–3Level

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

More Ways to See the Pairs

SAUG vs FMAY: Top 5 Holdings

Today

SAUG

[…]in top 5

FMAY

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SAUG vs FMAY Returns, Every Period

First TrustSAUG

+7.4%

past year

FMAYFirst Trust

+6.6%

past year

SAUGFMAYFaded: behind in that period

2–1SAUG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SAUG vs HELO

YTD

First TrustSAUG

+5.2%

HELOJ.P. Morgan

+2.5%

+5.2%Year to date+2.5%

−4.8%Worst drop · 1Y−5.8%

7.7%Volatility · 1Y7.7%

0.0%Yield0.6%

$129MAssets$4.9B

2–1SAUG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SAUG, FMAY, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

FMAY0.85%$85

SAUG0.90%$90

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SAUG, FMAY, HELO

0.58%highest, HELO

FundTrailing yieldYield$10k

HELO0.58%$58

SAUG0.00%$0

FMAY0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$8most kept, HELO

HELO$58 − $50 = $8

FMAY$0 − $85 = −$85

SAUG$0 − $90 = −$90

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SAUG, FMAY, HELO

Today

[…]holdings […]

SAUGFMAYHELO

SAUG—[…][…]

FMAY[…]—[…]

HELO[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+7.4%SAUG, at 7.7% volatility

HELOWorst drop−5.8%7.7% vol

SAUGWorst drop−4.8%7.7% vol

FMAYWorst drop−4.2%8.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

HELOSAUG

+2.5%Year to date+5.2%

0.6%Yield0.0%

+4.3%Past year+7.4%

0.50%Fee0.90%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026