Compare · 2 funds side by side · dividends reinvested

TRIO and BUFR

TRIOMC Trio×BUFRFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,036BUFR · best of the two

02 / 04

TRIO and BUFR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+10.3%+11.8%+16.4%+9.9%−4.6%6.8%$10.9B1.1

EA Series Trust - MC Trio Equity Buffered ETFDefined Outcome · Buffer0.70%8.30%+8.5%+0.9%[…][…]−11.1%10.8%$123M1.8

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: TRIO 2025 · BUFR 2020

Head to Head

Swap sides Versus in desk

Head to Head

EA Series Trust - MC Trio Equity Buffered ETF · $123M[…]

TRIO

BUFR

FT Vest Laddered Buffer ETF · $10.9B$16,036

$10,000 five years ago, dividends reinvested

TRIOMeasureBUFR

+8.5%Year to dateJan 1 → Nov 4+10.3%

+0.9%1 yearTotal return+11.8%

[…]3 years · per year$10,000 became […] · $15,761+16.4%

[…]5 years · per year$10,000 became […] · $16,036+9.9%

0.70%Expense ratio$70 · $10 a year on $10k · lower is better0.10%

8.30%Trailing 12-mo yield$830 · $0 a year on $10k0.00%

−11.1%Worst dropSmaller is better−4.6%

10.8%VolatilityLower is calmer6.8%

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

1–5BUFR wins

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

More Ways to See the Pairs

TRIO vs BUFR: Top 5 Holdings

Today

TRIO

[…]in top 5

BUFR

in top 541.9%

TRIOStockBUFR

not top 5FOCT8.4%

not top 5FNOV8.4%

not top 5FMAR8.4%

not top 5FSEP8.4%

not top 5FFEB8.3%

Held in common[…]

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

TRIO vs BUFR Returns, Every Period

MC TrioTRIO

+0.9%

past year

BUFRFirst Trust

+11.8%

past year

TRIOBUFRFaded: behind in that period

0–2BUFR wins

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

TRIO vs BUFR

YTD

MC TrioTRIO

+8.5%

BUFRFirst Trust

+10.3%

+8.5%Year to date+10.3%

−11.1%Worst drop · 1Y−4.6%

10.8%Volatility · 1Y6.8%

8.3%Yield0.0%

$123MAssets$10.9B

3–1BUFR wins

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

Cost, Income and Risk

Fees: TRIO, BUFR

Today

0.10%lowest, BUFR

FundExpense ratioFee$10k

BUFR0.10%$10

TRIO0.70%$70

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

Yields: TRIO, BUFR

8.30%highest, TRIO

FundTrailing yieldYield$10k

TRIO8.30%$830

BUFR0.00%$0

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

Income After Fees on $10,000

$760most kept, TRIO

TRIO$830 − $70 = $760

BUFR$0 − $10 = −$10

KeptFee

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

Overlap: TRIO, BUFR

Today

[…]holdings […]

TRIOBUFR

TRIO—[…]

BUFR[…]—

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

Return vs Bumpiness: 2 ETFs

+11.8%BUFR, at 6.8% volatility

BUFRWorst drop−4.6%6.8% vol

TRIOWorst drop−11.1%10.8% vol

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

Paid More vs Made More

YTD

TRIOBUFR

+8.5%Year to date+10.3%

8.3%Yield0.0%

+0.9%Past year+11.8%

0.70%Fee0.10%

3–1BUFR 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