JULT vs BUFR

AJULT

BBUFR

Measures won2–3BUFR wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · JULT $16,827

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

Smallest drop−4.6%BUFR · worst fall in 1Y

Held in common[…]JULT and BUFR

JULT

BUFR

AllianzIM U.S. Equity Buffer10 Jul ETF · $57MFT Vest Laddered Buffer ETF · $10.9B

+17.2%3 years · per year$16,117 · $15,761+16.4%

+11.0%5 years · per year$16,828 · $15,821+9.6%

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

0.00%12-mo yield$0 · $0 on $10k0.00%

−5.2%Worst dropSmaller wins−4.6%

7.1%VolatilityLower wins6.7%

2–3BUFR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJULT · BUFR

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

Held in common[…]

End-of-day Nov 3, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	AJULT	AllianzIM U.S. Equity Buffer10 Jul ETFRead Desk	0.74%	0.00%	+0.2%	+8.0%	+9.5%	+17.2%	+11.0%	−5.2%	$57M
3	BBUFR	FT Vest Laddered Buffer ETFRead Desk	0.10%	0.00%	+0.3%	+9.1%	+10.8%	+16.4%	+9.6%	−4.6%	$10.9B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	AJULT	AllianzIM U.S. Equity Buffer10 Jul ETFRead Desk	0.74%	0.00%	+0.2%	+8.0%	+9.5%	+17.2%	+11.0%	−5.2%	$57M
3	BBUFR	FT Vest Laddered Buffer ETFRead Desk	0.10%	0.00%	+0.3%	+9.1%	+10.8%	+16.4%	+9.6%	−4.6%	$10.9B

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

Cards for this view

JULT vs BUFR

JULT

AllianzIM U.S. Equity Buffer10 Jul

$16,828

BUFR

FT Vest Laddered Buffer

$15,821

MeasureJULTBUFR

Fee0.74%0.10%

Cost on $10k a year$74$10

Yield0.00%0.00%

5 years, per year+11.0%+9.6%

3 years, per year+17.2%+16.4%

Worst drop · 1Y−5.2%−4.6%

Volatility · 1Y7.1%6.7%

3–2measures won
BUFR first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: JULT, BUFR, VOO

Today

0.0%most shared, BUFR and VOO

JULTBUFRVOO

JULT—[…][…]

BUFR[…]—0.0%

VOO[…]0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

BUFR$0 − $10 = −$10

JULT$0 − $74 = −$74

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee