FBUF vs SPY

AFBUF

BSPY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common64.1%FBUF and SPY

FBUF

SPY

Fidelity Dynamic Buffered Equity ETF · $27MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.52%Expense ratio$52 · $9 on $10k · lower wins0.09%

0.59%12-mo yield$59 · $103 on $10k1.03%

−5.6%Worst dropSmaller wins−8.9%

8.8%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsFBUF · SPY

7.9%AAPL7.7%

7.5%NVDA7.3%

5.6%MSFT6.2%

4.1%AMZN3.9%

Held in common64.1%

End-of-day Nov 5, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AFBUF	Fidelity Dynamic Buffered Equity ETFRead Desk		0.52%	0.59%	−2.8%	+6.0%	+8.3%	new	new	−5.6%	$27M

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AFBUF	Fidelity Dynamic Buffered Equity ETFRead Desk		0.52%	0.59%	−2.8%	+6.0%	+8.3%	new	new	−5.6%	$27M

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

Cards for this view

FBUF vs SPY

FBUF

Fidelity Dynamic Buffered Equity

[…]

SPY

SPDR S&P 500

$17,099

MeasureFBUFSPY

Fee0.52%0.09%

Cost on $10k a year$52$9

Yield0.59%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−5.6%−8.9%

Volatility · 1Y8.8%13.6%

2–2measures won
level

64.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FBUF, SPY

Today

64.1%most shared, FBUF and SPY

FBUFSPY

FBUF—64.1%

SPY64.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FBUF$59 − $52 = $7

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee