STEN vs FMAY

ASTEN

BFMAY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,173FMAY · BALT $13,514

Lowest cost0.53%STEN · $53 on $10k

Most income0.28%STEN · $28 on $10k

Smallest drop−1.2%BALT · worst fall in 1Y

Held in common[…]STEN and FMAY

STEN

FMAY

iShares Trust - iShares Large Cap 10% Target Buffer Sep ETF · $58MFT Vest U.S. Equity Buffer ETF - May · $1.5B

[…]3 years · per year[…] · $15,299+15.2%

[…]5 years · per year[…] · $15,173+8.7%

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

0.28%12-mo yield$28 · $0 on $10k0.00%

−6.2%Worst dropSmaller wins−4.2%

9.0%VolatilityLower wins7.2%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTEN · FMAY

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

Held in common[…]

End-of-day Nov 3, 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%	+0.2%	+6.6%	+8.4%	+15.2%	+8.7%	−4.2%	$1.5B
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.1%	+4.3%	+5.9%	+8.1%	+6.2%	−1.2%	$3.2B
3	ASTEN	iShares Trust - iShares Large Cap 10% Target Buffer Sep ETFRead Desk	0.53%	0.28%	+0.1%	+10.5%	+11.6%	new	new	−6.2%	$58M

End-of-day Nov 3, 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%	+0.2%	+6.6%	+8.4%	+15.2%	+8.7%	−4.2%	$1.5B
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.1%	+4.3%	+5.9%	+8.1%	+6.2%	−1.2%	$3.2B
3	ASTEN	iShares Trust - iShares Large Cap 10% Target Buffer Sep ETFRead Desk	0.53%	0.28%	+0.1%	+10.5%	+11.6%	new	new	−6.2%	$58M

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

Cards for this view

STEN vs FMAY

STEN

iShares Trust - iShares Large Cap 10% Target Buffer Sep

[…]

FMAY

FT Vest U.S. Equity Buffer ETF - May

$15,173

MeasureSTENFMAY

Fee0.53%0.85%

Cost on $10k a year$53$85

Yield0.28%0.00%

5 years, per year[…]+8.7%

3 years, per year[…]+15.2%

Worst drop · 1Y−6.2%−4.2%

Volatility · 1Y9.0%7.2%

2–2measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: STEN, FMAY, BALT

Today

[…]holdings […]

STENFMAYBALT

STEN—[…][…]

FMAY[…]—[…]

BALT[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$25most kept, STEN

STEN$28 − $53 = −$25

BALT$0 − $69 = −$69

FMAY$0 − $85 = −$85

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee