Compare · 2 funds side by side · dividends reinvested

SEPM and FJAN

SEPMFirst Trust×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

SEPM 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%$1.5B1.3

FT Vest U.S. Equity Max BufferDefined Outcome · Buffer0.85%0.00%+4.6%+5.6%[…][…]−1.8%2.6%$38M1.3

Rank among the two1st → 2ndFee, 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: SEPM 2024 · FJAN 2021

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Max Buffer · $38M[…]

SEPM

FJAN

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

$10,000 five years ago, dividends reinvested

SEPMMeasureFJAN

+4.6%Year to dateJan 1 → Nov 5+10.1%

+5.6%1 yearTotal return+12.4%

[…]3 years · per year$10,000 became […] · $15,989+16.9%

[…]5 years · per year$10,000 became […] · $16,909+11.1%

0.85%Expense ratio$85 · $85 a year on $10k · lower is better0.85%

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

−1.8%Worst dropSmaller is better−5.9%

2.6%VolatilityLower is calmer7.6%

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

2–2Level

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

More Ways to See the Pairs

SEPM vs FJAN: Top 5 Holdings

Today

SEPM

[…]in top 5

FJAN

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SEPM vs FJAN Returns, Every Period

First TrustSEPM

+5.6%

past year

FJANFirst Trust

+12.4%

past year

SEPMFJANFaded: behind in that period

0–2FJAN wins

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

SEPM vs FJAN

YTD

First TrustSEPM

+4.6%

FJANFirst Trust

+10.1%

+4.6%Year to date+10.1%

−1.8%Worst drop · 1Y−5.9%

2.6%Volatility · 1Y7.6%

0.0%Yield0.0%

$37.6MAssets$1.5B

2–1SEPM wins

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

Cost, Income and Risk

Fees: SEPM, FJAN

Today

0.85%lowest, SEPM

FundExpense ratioFee$10k

SEPM0.85%$85

FJAN0.85%$85

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

Yields: SEPM, FJAN

0.00%highest, SEPM

FundTrailing yieldYield$10k

SEPM0.00%$0

FJAN0.00%$0

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

Income After Fees on $10,000

−$85most kept, SEPM

SEPM$0 − $85 = −$85

FJAN$0 − $85 = −$85

KeptFee

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

Overlap: SEPM, FJAN

Today

[…]holdings […]

SEPMFJAN

SEPM—[…]

FJAN[…]—

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

Return vs Bumpiness: 2 ETFs

+12.4%FJAN, at 7.6% volatility

SEPMWorst drop−1.8%2.6% vol

FJANWorst drop−5.9%7.6% vol

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

Paid More vs Made More

YTD

SEPMFJAN

+4.6%Year to date+10.1%

0.0%Yield0.0%

+5.6%Past year+12.4%

0.85%Fee0.85%

2–0FJAN wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026