OCT vs FMAY5YOCTOCTAvsBFMAYFMAYVanEck U.S. Equity Buffer ETF - October · $7MFT Vest U.S. Equity Buffer ETF - May · $1.5BReturns · dividends in[…]3 years · per year[…] · $14,669+13.6%[…]5 years · per year[…] · $15,087+8.6%Cost and income0.50%Expense ratio$50 · $85 on $10k · lower wins0.85%0.00%12-mo yield$0 · $0 on $10k0.00%Risk · 1 year[…]
Overlap: OCT, FMAY, BALTToday[…]holdings […]OCTFMAYBALTOCT—[…][…]FMAY[…]—[…]BALT[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
OCT vs FMAY5YAOCTVanEck U.S. Equity Buffer ETF - October[…]vsFMAYBFT Vest U.S. Equity Buffer ETF - May$15,087MeasureOCTFMAYFee0.50%0.85%Cost on $10k a year$50$85Yield0.00%0.00%5 years, per year[…]+8.6%3 years, per year[…]+13.6%Worst drop · 1Y[…]−4.2%Volatility · 1Y[…]8.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BFMAYFT Vest U.S. Equity Buffer ETF - MayReadDesk0.85%0.00%−0.3%+6.9%+8.4%+13.6%+8.6%−4.2%$1.5B2BALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%0.0%+4.5%+5.9%+7.6%+6.2%−1.2%$3.3B3AOCTVanEck U.S. Equity Buffer ETF - OctoberReadDesk0.50%0.00%−0.2%newnewnewnew[…]$7MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BFMAYFT Vest U.S. Equity Buffer ETF - MayReadDesk0.85%0.00%−0.3%+6.9%+8.4%+13.6%+8.6%−4.2%$1.5B2BALTInnovator Defined Wealth Shield ETFReadDesk0.69%0.00%0.0%+4.5%+5.9%+7.6%+6.2%−1.2%$3.3B3AOCTVanEck U.S. Equity Buffer ETF - OctoberReadDesk0.50%0.00%−0.2%newnewnewnew[…]$7MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: OCT, FMAY, BALTToday[…]holdings […]OCTFMAYBALTOCT—[…][…]FMAY[…]—[…]BALT[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y−$50most kept, OCTOCT$0 − $50 = −$50BALT$0 − $69 = −$69FMAY$0 − $85 = −$85KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee