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Issuers / Versus
Swap sidesChange issuersFirst Trust made investors more money ($32.0B) and had more funds that made money (87%).
Matchups ledof 10 called
T. Rowe Price leads
6of 10 called1Y · bold = leads · lower fee wins
First Trust leads
4of 10 calledShare of its funds that made money · 1Y · open one to see every fund
Every dot is one buffered fund, placed at its 1-year return. Right of the dashed line = made money; grey = lost. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| Box score · Buffered | T. Rowe Price | First Trust |
|---|---|---|
| Funds in the category | 1 | 105 |
| Made money (W–L) | 1–0 | 94–0 |
| Win % | 100% | 100% |
| Money made | $2M | $4.4B |
| Typical return | +7.0% | +8.8% |
| Launches · 2026 | 0 | 10 |
| Assets | $38M | $49.0B |
| Fee per $100 | $0.73 | $0.60 |
The biggest buffered funds on each side
| Fund | Name | Assets ▼ | 1Y |
|---|---|---|---|
| THEQ | T. Rowe Price Hedged Equity ETF | $38M | +7.0% |
| Fund | Name | Assets ▼ | 1Y |
|---|---|---|---|
| BUFR | FT Vest Laddered Buffer ETF | $10.9B | +10.5% |
| BUFD | FT Vest Laddered Deep Buffer ETF | $2.2B | +8.8% |
| BUFQ | FT Vest Laddered Nasdaq Buffer ETF | $1.7B | +10.2% |
| FJAN | FT Vest U.S. Equity Buffer ETF - January | $1.5B | +11.0% |
| FMAY | FT Vest U.S. Equity Buffer ETF - May | $1.5B | +8.2% |
| FAUG | FT Vest U.S. Equity Buffer ETF - August | $1.4B | +9.3% |
Pairs that hold the same market · fee per $100 a year · returns within 0.1 points tie
| T. Rowe Price | Fee | 1Y | 5Y / yr | Market · fee · 1Y · 5Y | 5Y / yr | 1Y | Fee | First Trust |
|---|---|---|---|---|---|---|---|---|
| US stocks | ||||||||
| TCHP | $0.57 | −4.8% | +7.5% | Large growth | +7.6% | +3.8% | $0.58 | FTC |
| TVAL | $0.33 | +28.8% | — | Large value | +11.2% | +29.8% | $0.58 | FTA |
| TMID | $0.47 | — | — | Mid caps | +7.7% | +15.9% | $0.62 | FNX |
| TSEE | $0.59 | — | — | Small caps | +8.9% | +29.2% | $0.58 | FYX |
| International | ||||||||
| TEMR | $0.40 | — | — | Emerging markets | +7.2% | +17.2% | $0.80 | FEM |
| Bonds & cash | ||||||||
| THYM | $0.32 | — | — | High Income Municipal | +0.3% | +0.2% | $0.49 | FMHI |
| Sectors | ||||||||
| TTEQ | $0.63 | +9.5% | — | US tech | +11.2% | +18.9% | $0.55 | QTEC |
| TDNA | $0.55 | — | — | Biotech | +10.8% | +45.2% | $0.55 | FBT |
| TMED | $0.44 | +20.3% | — | Health care | +3.3% | +25.8% | $0.61 | FXH |
| TFNS | $0.44 | +14.3% | — | Financials | +8.8% | +17.4% | $0.60 | FXO |
| Thematic | ||||||||
| TNXT | $0.49 | — | — | Innovation Leaders | +9.3% | +3.7% | $0.75 | ILDR |
| Income | ||||||||
| TDVG | $0.50 | +16.1% | +9.8% | Dividend stocks | +11.3% | +19.3% | $0.47 | RDVY |
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