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Fidelity made investors more money ($8.3B). Aptus had more funds that made money (92%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one buffered fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · BUFFERED | Aptus | Fidelity |
|---|---|---|
| Funds in the category | 10 | 2 |
| Made money (W–L) | 4–0 | 2–0 |
| Win % | 100% | 100% |
| Money made | $21M | $69M |
| Typical return | +10.5% | +10.0% |
| Launches · 2026 | 6 | 0 |
| Assets | $282M | $1.0B |
| Fee per $100 | $0.25 | $0.52 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| JANB | ETF Series Solutions - Aptus January Buffer ETF | $94M | +10.4% ✓ |
| OCTB | ETF Series Solutions - Aptus October Buffer ETF | $51M | +10.6% ✓ |
| JULB | ETF Series Solutions - Aptus July Buffer ETF | $48M | +10.5% ✓ |
| APRB | ETF Series Solutions - Aptus April Buffer ETF | $27M | +9.1% ✓ |
| ABUF | ETF Series Solutions - Aptus Laddered Buffer ETF | $16M | — |
| JUDB | ETF Series Solutions - Aptus July Deep Buffer ETF | $14M | — |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.