ARLU vs JUNP
AllianzIM US Equity Buffer15 Uncapped Apr ETF vs PGIM S&P 500 Buffer 12 ETF - June
Which is better, ARLU or JUNP?
ARLU has been ahead.
JUNP has a lower expense ratio. ARLU led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ARLU | JUNP |
|---|---|---|
| Expense Ratio | 0.74% | 0.50%Best |
| AUM | $56M | $99M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 12 | 6 |
| YTD Return | +7.35%Best | +6.14% |
| 1Y Return | +9.93%Best | +9.00% |
| Volatility (annualized) | 10.3% | 5.8%Best |
| Max Drawdown | -15.4% | -11.2%Best |
| $10,000 over 2.4 years | $13,047Best | $13,042 |
| Fund Family | AllianzIM | PGIM Investments |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Mar 28, 2024 | May 31, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: Jun 3, 2024 to Oct 14, 2026 (2.4 years).
ARLU vs JUNP growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.4 years both funds cover.
ARLU vs JUNP Performance
AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) is an ETF from AllianzIM and PGIM S&P 500 Buffer 12 ETF - June (JUNP) is an ETF from PGIM Investments. Over the past year ARLU returned +9.93% while JUNP returned +9.00%. Year to date, ARLU is up 7.35% versus a gain of 6.14% for JUNP.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARLU has been the more volatile fund, with annualized monthly volatility of 10.3% compared with 5.8% for JUNP. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -15.4% for ARLU and -11.2% for JUNP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ARLU charges 0.74% per year while JUNP charges 0.50%. On a $10,000 position that is $74 vs $50 annually, a gap of $24 per year that compounds over a long holding period. On income, ARLU currently yields 0.00% against 0.00% for JUNP.
You are not choosing between two funds in isolation.
Whichever of ARLU and JUNP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ARLU or JUNP?
ARLU has an expense ratio of 0.74% while JUNP charges 0.50%. JUNP is the cheaper option, by $24 a year on a $10,000 investment.
Which performed better, ARLU or JUNP?
Over the past year ARLU returned +9.93% vs +9.00% for JUNP, so ARLU leads on 1-year performance. Over the longest common window we track (2 years), ARLU annualized +11.72% vs +11.70% for JUNP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARLU or JUNP?
ARLU has been the more volatile fund at 10.3% annualized versus 5.8% for JUNP. Worst drawdown: ARLU -15.4% vs JUNP -11.2%.
Should I hold both ARLU and JUNP?
ARLU and JUNP have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, ARLU or JUNP?
ARLU yields 0.00% while JUNP yields 0.00%, so JUNP currently pays the higher dividend yield.
Is JUNP better than ARLU?
JUNP has a lower expense ratio. ARLU led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.