Compare · 2 funds side by side · dividends reinvested

SMAX and FJAN

SMAXiShares×FJANFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,694FJAN · best of the two

02 / 04

SMAX and FJAN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Large Cap Max Buffer Sep ETFDefined Outcome · Buffer0.53%0.92%+5.9%+6.8%[…][…]−1.9%2.7%$128M1.3

FT Vest U.S. Equity Buffer ETF - JanuaryDefined Outcome · Buffer0.85%0.00%+8.9%+11.3%+16.9%+10.8%−5.9%7.5%$1.5B1.5

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: SMAX 2024 · FJAN 2021

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Max Buffer Sep ETF · $128M[…]

SMAX

FJAN

FT Vest U.S. Equity Buffer ETF - January · $1.5B$16,694

$10,000 five years ago, dividends reinvested

SMAXMeasureFJAN

+5.9%Year to dateJan 1 → Nov 3+8.9%

+6.8%1 yearTotal return+11.3%

[…]3 years · per year$10,000 became […] · $15,966+16.9%

[…]5 years · per year$10,000 became […] · $16,694+10.8%

0.53%Expense ratio$53 · $85 a year on $10k · lower is better0.85%

0.92%Trailing 12-mo yield$92 · $0 a year on $10k0.00%

−1.9%Worst dropSmaller is better−5.9%

2.7%VolatilityLower is calmer7.5%

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

4–2SMAX wins

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

More Ways to See the Pairs

SMAX vs FJAN: Top 5 Holdings

Today

SMAX

97.0%in top 5

FJAN

in top 5[…]

SMAXStockFJAN

97.0%IVVnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

SMAX vs FJAN Returns, Every Period

iSharesSMAX

+6.8%

past year

FJANFirst Trust

+11.3%

past year

SMAXFJANFaded: behind in that period

0–2FJAN wins

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

SMAX vs FJAN

YTD

iSharesSMAX

+5.9%

FJANFirst Trust

+8.9%

+5.9%Year to date+8.9%

−1.9%Worst drop · 1Y−5.9%

2.7%Volatility · 1Y7.5%

0.9%Yield0.0%

$128MAssets$1.5B

3–1SMAX wins

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

Cost, Income and Risk

Fees: SMAX, FJAN

Today

0.53%lowest, SMAX

FundExpense ratioFee$10k

SMAX0.53%$53

FJAN0.85%$85

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

Yields: SMAX, FJAN

0.92%highest, SMAX

FundTrailing yieldYield$10k

SMAX0.92%$92

FJAN0.00%$0

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

Income After Fees on $10,000

$39most kept, SMAX

SMAX$92 − $53 = $39

FJAN$0 − $85 = −$85

KeptFee

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

Overlap: SMAX, FJAN

Today

[…]holdings […]

SMAXFJAN

SMAX—[…]

FJAN[…]—

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

Return vs Bumpiness: 2 ETFs

+11.3%FJAN, at 7.5% volatility

SMAXWorst drop−1.9%2.7% vol

FJANWorst drop−5.9%7.5% vol

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

Paid More vs Made More

YTD

SMAXFJAN

+5.9%Year to date+8.9%

0.9%Yield0.0%

+6.8%Past year+11.3%

0.53%Fee0.85%

2–2level

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