OCTW vs FJAN5YOCTWOCTWAvsBFJANFJANAllianzIM U.S. Equity Buffer20 Oct ETF · $434MFT Vest U.S. Equity Buffer ETF - January · $1.5BReturns · dividends in+10.2%3 years · per year$13,393 · $15,204+15.0%+8.8%5 years · per year$15,218 · $16,664+10.8%Cost and income0.74%Expense ratio$74 · $85 on $10k · lower wins0.85%0.00%12-mo yield$0 · $0 on $10k0.00%Risk · 1 year−3.7%End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BFJANFT Vest U.S. Equity Buffer ETF - JanuaryReadDesk0.85%0.00%−0.2%+8.7%+11.6%+15.0%+10.8%−5.9%$1.5B2AOCTWAllianzIM U.S. Equity Buffer20 Oct ETFReadDesk0.74%0.00%+1.1%+7.4%+9.0%+10.2%+8.8%−3.7%$434MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BFJANFT Vest U.S. Equity Buffer ETF - JanuaryReadDesk0.85%0.00%−0.2%+8.7%+11.6%+15.0%+10.8%−5.9%$1.5B2AOCTWAllianzIM U.S. Equity Buffer20 Oct ETFReadDesk0.74%0.00%+1.1%+7.4%+9.0%+10.2%+8.8%−3.7%$434MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: OCTW, FJANToday[…]holdings […]OCTWFJANOCTW—[…]FJAN[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
OCTW vs FJAN5YAOCTWAllianzIM U.S. Equity Buffer20 Oct$15,218vsFJANBFT Vest U.S. Equity Buffer ETF - January$16,664$10k$13k$15kNov 2021Nov 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: OCTW, FJANToday[…]holdings […]OCTWFJANOCTW—[…]FJAN[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y−$74most kept, OCTWOCTW$0 − $74 = −$74FJAN$0 − $85 = −$85KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee