FBUF vs SPYM

AFBUF

BSPYM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · SPY $18,060

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common63.3%FBUF and SPYM

FBUF

SPYM

Fidelity Dynamic Buffered Equity ETF · $26MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.52%Expense ratio$52 · $2 on $10k · lower wins0.02%

0.57%12-mo yield$57 · $101 on $10k1.01%

−5.6%Worst dropSmaller wins−8.9%

8.3%VolatilityLower wins12.8%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFBUF · SPYM

7.8%NVDA7.7%

7.6%AAPL7.4%

5.2%MSFT5.9%

3.9%AMZN3.8%

Held in common63.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	AFBUF	Fidelity Dynamic Buffered Equity ETFRead Desk	0.52%	0.57%	+1.0%	+9.2%	+10.5%	new	new	−5.6%	$26M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	AFBUF	Fidelity Dynamic Buffered Equity ETFRead Desk	0.52%	0.57%	+1.0%	+9.2%	+10.5%	new	new	−5.6%	$26M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FBUF vs SPYM

FBUF

Fidelity Dynamic Buffered Equity

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureFBUFSPYM

Fee0.52%0.02%

Cost on $10k a year$52$2

Yield0.57%1.01%

5 years, per year[…]+12.6%

3 years, per year[…]+24.3%

Worst drop · 1Y−5.6%−8.9%

Volatility · 1Y8.3%12.8%

2–2measures won
level

63.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: FBUF, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

FBUFSPYMSPY

FBUF—63.3%63.3%

SPYM63.3%—99.8%

SPY63.3%99.8%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

FBUF$57 − $52 = $5

KeptFee

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