Compare · 2 funds side by side · dividends reinvested

SPBU and FJAN

SPBUAllianzIM×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

SPBU 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%$1.5B1.1

AllianzIM Buffer15 Uncapped Allocation ETFDefined Outcome · Buffer0.79%0.00%+8.5%+7.7%[…][…]−7.1%10.4%$198M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: SPBU 2025 · FJAN 2021

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM Buffer15 Uncapped Allocation ETF · $198M[…]

SPBU

FJAN

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

$10,000 five years ago, dividends reinvested

SPBUMeasureFJAN

+8.5%Year to dateJan 1 → Nov 4+10.1%

+7.7%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%

0.79%Expense ratio$79 · $85 a year on $10k · lower is better0.85%

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

−7.1%Worst dropSmaller is better−5.9%

10.4%VolatilityLower is calmer7.6%

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

1–4FJAN wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPBU vs FJAN: Top 5 Holdings

Today

SPBU

42.0%in top 5

FJAN

in top 5[…]

SPBUStockFJAN

8.4%JNEUnot top 5

8.4%JULUnot top 5

8.4%SEPUnot top 5

8.4%MAYUnot top 5

8.4%AUGUnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SPBU vs FJAN Returns, Every Period

AllianzIMSPBU

+7.7%

past year

FJANFirst Trust

+12.4%

past year

SPBUFJANFaded: behind in that period

0–2FJAN wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SPBU vs FJAN

YTD

AllianzIMSPBU

+8.5%

FJANFirst Trust

+10.1%

+8.5%Year to date+10.1%

−7.1%Worst drop · 1Y−5.9%

10.4%Volatility · 1Y7.6%

0.0%Yield0.0%

$198MAssets$1.5B

3–0FJAN wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPBU, FJAN

Today

0.79%lowest, SPBU

FundExpense ratioFee$10k

SPBU0.79%$79

FJAN0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SPBU, FJAN

0.00%highest, SPBU

FundTrailing yieldYield$10k

SPBU0.00%$0

FJAN0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$79most kept, SPBU

SPBU$0 − $79 = −$79

FJAN$0 − $85 = −$85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SPBU, FJAN

Today

[…]holdings […]

SPBUFJAN

SPBU—[…]

FJAN[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.4%FJAN, at 7.6% volatility

FJANWorst drop−5.9%7.6% vol

SPBUWorst drop−7.1%10.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPBUFJAN

+8.5%Year to date+10.1%

0.0%Yield0.0%

+7.7%Past year+12.4%

0.79%Fee0.85%

2–1FJAN wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026