DDEC vs DJUN

DDEC vs DJUN

Which is better, DDEC or DJUN?

DDEC has been ahead.

DDEC led over 1Y, 3Y, 5Y and the full window.

Lower Fees: TiedHigher Returns: DDEC

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

MetricDDECDJUN
Expense Ratio0.85%Tie0.85%Tie
AUM$432M$370M
Dividend Yield0.00%0.00%
Holdings1010
YTD Return+8.27%Best+6.22%
1Y Return+11.98%Best+8.37%
3Y Return (annualized)+12.75%Best+11.96%
5Y Return (annualized)+8.64%Best+8.21%
Volatility (annualized)6.3%Best7.0%
Max Drawdown-10.2%Best-12.0%
$10,000 over 5 years$15,134Best$14,837
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionDec 18, 2020Jun 19, 2020

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 21, 2020 to Oct 14, 2026 (5.8 years).

DDEC vs DJUN 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 5.8 years both funds cover.

Compare DDEC against instead:DDEC vs SPYDDEC vs QQQDDEC vs VOODDEC vs VTIDJUN against:DJUN vs VXUS

DDEC vs DJUN Performance

FT Vest US Equity Deep Buffer ETF - December (DDEC) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Deep Buffer ETF - June (DJUN) is an ETF from First Trust Portfolios (US). Over the past year DDEC returned +11.98% while DJUN returned +8.37%. Year to date, DDEC is up 8.27% versus a gain of 6.22% for DJUN.

Over three years, DDEC compounded at +12.75% per year against +11.96% for DJUN; over five years the annualized figures are +8.64% and +8.21% respectively. Across the full 6-year window we track, DDEC has the edge at +8.59% annualized vs +7.93%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DJUN has been the more volatile fund, with annualized monthly volatility of 7.0% compared with 6.3% for DDEC. 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 -10.2% for DDEC and -12.0% for DJUN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DDEC charges 0.85% per year while DJUN charges 0.85%. On a $10,000 position that is $85 vs $85 annually. On income, DDEC currently yields 0.00% against 0.00% for DJUN.

You are not choosing between two funds in isolation.

Whichever of DDEC and DJUN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DDECDJUN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DDEC or DJUN?

DDEC has an expense ratio of 0.85% while DJUN charges 0.85%. At the precision these are quoted to, they cost the same.

Which performed better, DDEC or DJUN?

Over the past year DDEC returned +11.98% vs +8.37% for DJUN, so DDEC leads on 1-year performance. Over the longest common window we track (6 years), DDEC annualized +8.59% vs +7.93% for DJUN. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DDEC or DJUN?

DJUN has been the more volatile fund at 7.0% annualized versus 6.3% for DDEC. Worst drawdown: DDEC -10.2% vs DJUN -12.0%.

Should I hold both DDEC and DJUN?

DDEC and DJUN have a monthly-return correlation of 0.89, 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, DDEC or DJUN?

DDEC yields 0.00% while DJUN yields 0.00%, so DJUN currently pays the higher dividend yield.

Is DJUN better than DDEC?

DDEC led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.