AUGW vs FJAN

AAUGW

BFJAN

Measures won3–1AUGW wins · of 6 · 5Y

$10,000 · 5Y$16,674FJAN

Lowest cost0.74%AUGW · $74 on $10k

Most income0.00%AUGW · $0 on $10k

Smallest drop−3.2%AUGW · worst fall in 1Y

Held in common[…]AUGW and FJAN

AUGW

FJAN

AllianzIM U.S. Equity Buffer20 Aug ETF · $125MFT Vest U.S. Equity Buffer ETF - January · $1.5B

+12.4%3 years · per year$14,186 · $15,364+15.4%

[…]5 years · per year[…] · $16,674+10.8%

0.74%Expense ratio$74 · $85 on $10k · lower wins0.85%

0.00%12-mo yield$0 · $0 on $10k0.00%

−3.2%Worst dropSmaller wins−5.9%

5.0%VolatilityLower wins8.2%

3–1AUGW wins

$10,000 · 5 yearsOne scale

Shared top holdingsAUGW · FJAN

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BFJAN	FT Vest U.S. Equity Buffer ETF - JanuaryRead Desk		0.85%	0.00%	+1.7%	+8.9%	+11.8%	+15.4%	+10.8%	−5.9%	$1.5B
2	AAUGW	AllianzIM U.S. Equity Buffer20 Aug ETFRead Desk		0.74%	0.00%	+1.1%	+6.7%	+8.4%	+12.4%	new	−3.2%	$125M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFJAN	FT Vest U.S. Equity Buffer ETF - JanuaryRead Desk		0.85%	0.00%	+1.7%	+8.9%	+11.8%	+15.4%	+10.8%	−5.9%	$1.5B
2	AAUGW	AllianzIM U.S. Equity Buffer20 Aug ETFRead Desk		0.74%	0.00%	+1.1%	+6.7%	+8.4%	+12.4%	new	−3.2%	$125M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AUGW vs FJAN

AUGW

AllianzIM U.S. Equity Buffer20 Aug

[…]

FJAN

FT Vest U.S. Equity Buffer ETF - January

$16,674

MeasureAUGWFJAN

Fee0.74%0.85%

Cost on $10k a year$74$85

Yield0.00%0.00%

5 years, per year[…]+10.8%

3 years, per year+12.4%+15.4%

Worst drop · 1Y−3.2%−5.9%

Volatility · 1Y5.0%8.2%

3–1measures won
AUGW first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AUGW, FJAN

Today

[…]holdings […]

AUGWFJAN

AUGW—[…]

FJAN[…]—

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

Income After Fees on $10,000

−$74most kept, AUGW

AUGW$0 − $74 = −$74

FJAN$0 − $85 = −$85

KeptFee

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