FBUF vs FJAN

AFBUF

BFJAN

Measures won3–1FBUF wins · of 6 · 5Y

$10,000 · 5Y$16,410FJAN

Lowest cost0.52%FBUF · $52 on $10k

Most income0.59%FBUF · $59 on $10k

Smallest drop−5.6%FBUF · worst fall in 1Y

Held in common[…]FBUF and FJAN

FBUF

FJAN

Fidelity Dynamic Buffered Equity ETF · $27MFT Vest U.S. Equity Buffer ETF - January · $1.5B

[…]3 years · per year[…] · $15,338+15.3%

[…]5 years · per year[…] · $16,410+10.4%

0.52%Expense ratio$52 · $85 on $10k · lower wins0.85%

0.59%12-mo yield$59 · $0 on $10k0.00%

−5.6%Worst dropSmaller wins−5.9%

8.7%VolatilityLower wins8.1%

3–1FBUF wins

$10,000 · 5 yearsOne scale

Shared top holdingsFBUF · FJAN

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

Held in common[…]

End-of-day Nov 6, 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%	0.0%	+7.1%	+9.4%	+15.3%	+10.4%	−5.9%	$1.5B
2	AFBUF	Fidelity Dynamic Buffered Equity ETFRead Desk		0.52%	0.59%	+0.2%	+6.2%	+8.1%	new	new	−5.6%	$27M

End-of-day Nov 6, 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%	0.0%	+7.1%	+9.4%	+15.3%	+10.4%	−5.9%	$1.5B
2	AFBUF	Fidelity Dynamic Buffered Equity ETFRead Desk		0.52%	0.59%	+0.2%	+6.2%	+8.1%	new	new	−5.6%	$27M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FBUF vs FJAN

FBUF

Fidelity Dynamic Buffered Equity

[…]

FJAN

FT Vest U.S. Equity Buffer ETF - January

$16,410

MeasureFBUFFJAN

Fee0.52%0.85%

Cost on $10k a year$52$85

Yield0.59%0.00%

5 years, per year[…]+10.4%

3 years, per year[…]+15.3%

Worst drop · 1Y−5.6%−5.9%

Volatility · 1Y8.7%8.1%

3–1measures won
FBUF first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FBUF, FJAN

Today

[…]holdings […]

FBUFFJAN

FBUF—[…]

FJAN[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$7most kept, FBUF

FBUF$59 − $52 = $7

FJAN$0 − $85 = −$85

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee