SMAX vs FJAN

ASMAX

BFJAN

Measures won4–0SMAX wins · of 6 · 5Y

$10,000 · 5Y$16,410FJAN

Lowest cost0.53%SMAX · $53 on $10k

Most income0.93%SMAX · $93 on $10k

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

Held in common[…]SMAX and FJAN

SMAX

FJAN

iShares Large Cap Max Buffer Sep ETF · $145MFT Vest U.S. Equity Buffer ETF - January · $1.5B

[…]3 years · per year[…] · $15,338+15.3%

[…]5 years · per year[…] · $16,410+10.4%

0.53%Expense ratio$53 · $85 on $10k · lower wins0.85%

0.93%12-mo yield$93 · $0 on $10k0.00%

−1.9%Worst dropSmaller wins−5.9%

2.9%VolatilityLower wins8.1%

4–0SMAX wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMAX · FJAN

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

Held in common[…]

End-of-day Nov 6, 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	BFJAN	FT Vest U.S. Equity Buffer ETF - JanuaryRead Desk		0.85%	0.00%	0.0%	+7.1%	+9.4%	+15.3%	+10.4%	−5.9%	$1.5B
2	ASMAX	iShares Large Cap Max Buffer Sep ETFRead Desk		0.53%	0.93%	−1.0%	+5.2%	+6.3%	new	new	−1.9%	$145M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFJAN	FT Vest U.S. Equity Buffer ETF - JanuaryRead Desk		0.85%	0.00%	0.0%	+7.1%	+9.4%	+15.3%	+10.4%	−5.9%	$1.5B
2	ASMAX	iShares Large Cap Max Buffer Sep ETFRead Desk		0.53%	0.93%	−1.0%	+5.2%	+6.3%	new	new	−1.9%	$145M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMAX vs FJAN

SMAX

iShares Large Cap Max Buffer Sep

[…]

FJAN

FT Vest U.S. Equity Buffer ETF - January

$16,410

MeasureSMAXFJAN

Fee0.53%0.85%

Cost on $10k a year$53$85

Yield0.93%0.00%

5 years, per year[…]+10.4%

3 years, per year[…]+15.3%

Worst drop · 1Y−1.9%−5.9%

Volatility · 1Y2.9%8.1%

4–0measures won
SMAX first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SMAX, FJAN

Today

[…]holdings […]

SMAXFJAN

SMAX—[…]

FJAN[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$40most kept, SMAX

SMAX$93 − $53 = $40

FJAN$0 − $85 = −$85

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee