Compare · 3 funds side by side · dividends reinvested

SMAX, FMAY and SFLR

SMAXiShares×FMAYFirst Trust×SFLRInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,109FMAY · best of the three

02 / 04

SMAX, FMAY and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Large Cap Max Buffer Sep ETFDefined Outcome · Buffer0.53%0.92%+5.9%+7.1%[…][…]−1.9%2.9%$145M1.3

FT Vest U.S. Equity Buffer ETF - MayDefined Outcome · Buffer0.85%0.00%+6.5%+8.7%+13.8%+8.6%−4.2%8.1%$1.5B1.8

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+5.3%+7.0%+15.4%[…]−6.8%10.8%$2.2B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: SMAX 2024 · FMAY 2020 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Max Buffer Sep ETF · $145M[…]

SMAX

FMAY

FT Vest U.S. Equity Buffer ETF - May · $1.5B$15,109

$10,000 five years ago, dividends reinvested

SMAXMeasureFMAY

+5.9%Year to dateJan 1 → Nov 9+6.5%

+7.1%1 yearTotal return+8.7%

[…]3 years · per year$10,000 became […] · $14,756+13.8%

[…]5 years · per year$10,000 became […] · $15,109+8.6%

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−4.2%

2.9%VolatilityLower is calmer8.1%

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

4–2SMAX wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMAX vs FMAY: Top 5 Holdings

Today

SMAX

94.8%in top 5

FMAY

in top 5[…]

SMAXStockFMAY

94.8%IVVnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

SMAX vs FMAY Returns, Every Period

iSharesSMAX

+7.1%

past year

FMAYFirst Trust

+8.7%

past year

SMAXFMAYFaded: behind in that period

0–2FMAY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SMAX vs SFLR

YTD

iSharesSMAX

+5.9%

SFLRInnovator

+5.3%

+5.9%Year to date+5.3%

−1.9%Worst drop · 1Y−6.8%

2.9%Volatility · 1Y10.8%

0.9%Yield0.2%

$145MAssets$2.2B

4–0SMAX wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMAX, FMAY, SFLR

Today

0.53%lowest, SMAX

FundExpense ratioFee$10k

SMAX0.53%$53

FMAY0.85%$85

SFLR0.89%$89

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SMAX, FMAY, SFLR

0.92%highest, SMAX

FundTrailing yieldYield$10k

SMAX0.92%$92

SFLR0.25%$25

FMAY0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$39most kept, SMAX

SMAX$92 − $53 = $39

SFLR$25 − $89 = −$64

FMAY$0 − $85 = −$85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SMAX, FMAY, SFLR

Today

0.0%most shared, SMAX and SFLR

SMAXFMAYSFLR

SMAX—[…]0.0%

FMAY[…]—[…]

SFLR0.0%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+8.7%FMAY, at 8.1% volatility

SMAXWorst drop−1.9%2.9% vol

FMAYWorst drop−4.2%8.1% vol

SFLRWorst drop−6.8%10.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SMAXFMAY

+5.9%Year to date+6.5%

0.9%Yield0.0%

+7.1%Past year+8.7%

0.53%Fee0.85%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026