SAUG vs FMAY

ASAUG

BFMAY

Measures won0–4FMAY wins · of 6 · 5Y

$10,000 · 5Y$15,394FMAY

Lowest cost0.50%HELO · $50 on $10k

Most income0.56%HELO · $56 on $10k

Smallest drop−4.2%FMAY · worst fall in 1Y

Held in common[…]SAUG and FMAY

SAUG

FMAY

FT Vest U.S. Small Cap Moderate Buffer ETF - August · $128MFT Vest U.S. Equity Buffer ETF - May · $1.5B

+13.6%3 years · per year$14,667 · $15,328+15.3%

[…]5 years · per year[…] · $15,394+9.0%

0.90%Expense ratio$90 · $85 on $10k · lower wins0.85%

0.00%12-mo yield$0 · $0 on $10k0.00%

−4.8%Worst dropSmaller wins−4.2%

7.4%VolatilityLower wins7.3%

0–4FMAY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSAUG · FMAY

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

Held in common[…]

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	BFMAY	FT Vest U.S. Equity Buffer ETF - MayRead Desk	0.85%	0.00%	+1.2%	+7.9%	+9.5%	+15.3%	+9.0%	−4.2%	$1.5B
2	ASAUG	FT Vest U.S. Small Cap Moderate Buffer ETF - AugustRead Desk	0.90%	0.00%	+0.8%	+7.8%	+9.2%	+13.6%	new	−4.8%	$128M
3	HELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.56%	+1.1%	+5.3%	+6.7%	+13.1%	new	−5.8%	$4.9B

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	BFMAY	FT Vest U.S. Equity Buffer ETF - MayRead Desk	0.85%	0.00%	+1.2%	+7.9%	+9.5%	+15.3%	+9.0%	−4.2%	$1.5B
2	ASAUG	FT Vest U.S. Small Cap Moderate Buffer ETF - AugustRead Desk	0.90%	0.00%	+0.8%	+7.8%	+9.2%	+13.6%	new	−4.8%	$128M
3	HELO	JPMorgan Hedged Equity Laddered Overlay ETFRead Desk	0.50%	0.56%	+1.1%	+5.3%	+6.7%	+13.1%	new	−5.8%	$4.9B

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

SAUG vs FMAY

SAUG

FT Vest U.S. Small Cap Moderate Buffer ETF - August

[…]

FMAY

FT Vest U.S. Equity Buffer ETF - May

$15,394

MeasureSAUGFMAY

Fee0.90%0.85%

Cost on $10k a year$90$85

Yield0.00%0.00%

5 years, per year[…]+9.0%

3 years, per year+13.6%+15.3%

Worst drop · 1Y−4.8%−4.2%

Volatility · 1Y7.4%7.3%

4–0measures won
FMAY first

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SAUG, FMAY, HELO

Today

[…]holdings […]

SAUGFMAYHELO

SAUG—[…][…]

FMAY[…]—[…]

HELO[…][…]—

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

Income After Fees on $10,000

$6most kept, HELO

HELO$56 − $50 = $6

FMAY$0 − $85 = −$85

SAUG$0 − $90 = −$90

KeptFee

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