Compare · 2 funds side by side · dividends reinvested

SEPT and BUFD

SEPTAllianzIM×BUFDFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,420BUFD · best of the two

02 / 04

SEPT and BUFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Deep Buffer ETFDefined Outcome · Buffer0.10%0.00%+7.4%+8.9%+13.6%+7.6%−3.4%5.2%$2.2B1.4

AllianzIM U.S. Equity Buffer10 Sep ETFDefined Outcome · Buffer0.74%0.00%+8.5%+9.8%+15.8%[…]−5.4%7.3%$37M1.4

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SEPT 2023 · BUFD 2021

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer10 Sep ETF · $37M[…]

SEPT

BUFD

FT Vest Laddered Deep Buffer ETF · $2.2B$14,420

$10,000 five years ago, dividends reinvested

SEPTMeasureBUFD

+8.5%Year to dateJan 1 → Nov 3+7.4%

+9.8%1 yearTotal return+8.9%

+15.8%3 years · per year$10,000 became $15,546 · $14,657+13.6%

[…]5 years · per year$10,000 became […] · $14,420+7.6%

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

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

−5.4%Worst dropSmaller is better−3.4%

7.3%VolatilityLower is calmer5.2%

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

3–3Level

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

More Ways to See the Pairs

SEPT vs BUFD: Top 5 Holdings

Today

SEPT

[…]in top 5

BUFD

in top 541.8%

SEPTStockBUFD

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 3, 2026 · share of each fund

SEPT vs BUFD Returns, Every Period

AllianzIMSEPT

+9.8%

past year

BUFDFirst Trust

+8.9%

past year

SEPTBUFDFaded: behind in that period

3–0SEPT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SEPT vs BUFD

YTD

AllianzIMSEPT

+8.5%

BUFDFirst Trust

+7.4%

+8.5%Year to date+7.4%

−5.4%Worst drop · 1Y−3.4%

7.3%Volatility · 1Y5.2%

0.0%Yield0.0%

$37.2MAssets$2.2B

2–1BUFD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEPT, BUFD

Today

0.10%lowest, BUFD

FundExpense ratioFee$10k

BUFD0.10%$10

SEPT0.74%$74

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SEPT, BUFD

0.00%highest, SEPT

FundTrailing yieldYield$10k

SEPT0.00%$0

BUFD0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFD

BUFD$0 − $10 = −$10

SEPT$0 − $74 = −$74

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SEPT, BUFD

Today

[…]holdings […]

SEPTBUFD

SEPT—[…]

BUFD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SEPT, at 7.3% volatility

BUFDWorst drop−3.4%5.2% vol

SEPTWorst drop−5.4%7.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SEPTBUFD

+8.5%Year to date+7.4%

0.0%Yield0.0%

+9.8%Past year+8.9%

0.74%Fee0.10%

2–1SEPT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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 3, 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 3, 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 3, 2026