SMAX vs BUFD

ASMAX

BBUFD

Measures won3–1SMAX wins · of 6 · 5Y

$10,000 · 5Y$14,149BUFD

Lowest cost0.10%BUFD · $10 on $10k

Most income0.93%SMAX · $93 on $10k

Smallest drop−1.9%SMAX · worst fall in 1Y

Held in common0.0%SMAX and BUFD

SMAX

BUFD

iShares Large Cap Max Buffer Sep ETF · $127MFT Vest Laddered Deep Buffer ETF · $2.2B

[…]3 years · per year[…] · $14,277+12.6%

[…]5 years · per year[…] · $14,149+7.2%

0.53%Expense ratio$53 · $10 on $10k · lower wins0.10%

0.93%12-mo yield$93 · $0 on $10k0.00%

−1.9%Worst dropSmaller wins−3.4%

2.9%VolatilityLower wins5.8%

3–1SMAX wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMAX · BUFD

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BBUFD	FT Vest Laddered Deep Buffer ETFRead Desk		0.10%	0.00%	−2.3%	+5.9%	+7.5%	+12.6%	+7.2%	−3.4%	$2.2B
2	ASMAX	iShares Large Cap Max Buffer Sep ETFRead Desk		0.53%	0.93%	−1.0%	+5.2%	+6.3%	new	new	−1.9%	$127M

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

Both

5Y2 funds

#			Trend
1	BBUFD	FT Vest Laddered Deep Buffer ETFRead Desk		0.10%	0.00%	−2.3%	+5.9%	+7.5%	+12.6%	+7.2%	−3.4%	$2.2B
2	ASMAX	iShares Large Cap Max Buffer Sep ETFRead Desk		0.53%	0.93%	−1.0%	+5.2%	+6.3%	new	new	−1.9%	$127M

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

Cards for this view

SMAX vs BUFD

SMAX

iShares Large Cap Max Buffer Sep

[…]

BUFD

FT Vest Laddered Deep Buffer

$14,149

MeasureSMAXBUFD

Fee0.53%0.10%

Cost on $10k a year$53$10

Yield0.93%0.00%

5 years, per year[…]+7.2%

3 years, per year[…]+12.6%

Worst drop · 1Y−1.9%−3.4%

Volatility · 1Y2.9%5.8%

3–1measures won
SMAX first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SMAX, BUFD

Today

0.0%most shared, SMAX and BUFD

SMAXBUFD

SMAX—0.0%

BUFD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$40most kept, SMAX

SMAX$93 − $53 = $40

BUFD$0 − $10 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee