Compare · 2 funds side by side · dividends reinvested

SPBX and FJAN

SPBXAllianzIM×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

SPBX and FJAN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AllianzIM 6 Month Buffer10 Allocation ETFDefined Outcome · Buffer0.79%0.00%+9.1%+10.6%[…][…]−4.5%6.0%$106M1.3

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%$1.5B1.4

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

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

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM 6 Month Buffer10 Allocation ETF · $106M[…]

SPBX

FJAN

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

$10,000 five years ago, dividends reinvested

SPBXMeasureFJAN

+9.1%Year to dateJan 1 → Nov 4+10.1%

+10.6%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%

0.79%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%

−4.5%Worst dropSmaller is better−5.9%

6.0%VolatilityLower is calmer7.6%

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

3–2SPBX wins

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

More Ways to See the Pairs

SPBX vs FJAN: Top 5 Holdings

Today

SPBX

83.6%in top 5

FJAN

in top 5[…]

SPBXStockFJAN

16.9%SIXFnot top 5

16.8%SIXPnot top 5

16.7%SIXJnot top 5

16.6%SIXZnot top 5

16.5%SIXDnot top 5

Held in common[…]

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

SPBX vs FJAN Returns, Every Period

AllianzIMSPBX

+10.6%

past year

FJANFirst Trust

+12.4%

past year

SPBXFJANFaded: behind in that period

0–2FJAN wins

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

SPBX vs FJAN

YTD

AllianzIMSPBX

+9.1%

FJANFirst Trust

+10.1%

+9.1%Year to date+10.1%

−4.5%Worst drop · 1Y−5.9%

6.0%Volatility · 1Y7.6%

0.0%Yield0.0%

$106MAssets$1.5B

2–1SPBX wins

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

Cost, Income and Risk

Fees: SPBX, FJAN

Today

0.79%lowest, SPBX

FundExpense ratioFee$10k

SPBX0.79%$79

FJAN0.85%$85

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

Yields: SPBX, FJAN

0.00%highest, SPBX

FundTrailing yieldYield$10k

SPBX0.00%$0

FJAN0.00%$0

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

Income After Fees on $10,000

−$79most kept, SPBX

SPBX$0 − $79 = −$79

FJAN$0 − $85 = −$85

KeptFee

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

Overlap: SPBX, FJAN

Today

[…]holdings […]

SPBXFJAN

SPBX—[…]

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

SPBXWorst drop−4.5%6.0% vol

FJANWorst drop−5.9%7.6% vol

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

Paid More vs Made More

YTD

SPBXFJAN

+9.1%Year to date+10.1%

0.0%Yield0.0%

+10.6%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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026