DJAN vs GJUN

DJAN vs GJUN

Which is better, DJAN or GJUN?

DJAN has been ahead.

DJAN led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92.

Lower Fees: TiedHigher Returns: DJAN

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

MetricDJANGJUN
Expense Ratio0.85%Tie0.85%Tie
AUM$455M$511M
Dividend Yield0.00%0.00%
Holdings1010
YTD Return+7.90%Best+6.43%
1Y Return+11.42%Best+8.70%
3Y Return (annualized)+12.54%Best+12.00%
5Y Return (annualized)+7.97%-
Volatility (annualized)6.2%5.9%Best
Max Drawdown-9.3%Best-11.0%
$10,000 over 3.3 years$14,441Best$14,082
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionJan 15, 2021Jun 16, 2023

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jun 20, 2023 to Oct 14, 2026 (3.3 years).

DJAN vs GJUN 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 3.3 years both funds cover.

Compare DJAN against instead:DJAN vs SPYDJAN vs QQQDJAN vs VOODJAN vs VTIGJUN against:GJUN vs VXUS

DJAN vs GJUN Performance

FT Vest US Equity Deep Buffer ETF - January (DJAN) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Moderate Buffer ETF - June (GJUN) is an ETF from First Trust Portfolios (US). Over the past year DJAN returned +11.42% while GJUN returned +8.70%. Year to date, DJAN is up 7.90% versus a gain of 6.43% for GJUN.

Over three years, DJAN compounded at +12.54% per year against +12.00% for GJUN.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DJAN has been the more volatile fund, with annualized monthly volatility of 6.2% compared with 5.9% for GJUN. 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 -9.3% for DJAN and -11.0% for GJUN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

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

You are not choosing between two funds in isolation.

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

DJANGJUN

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Frequently Asked Questions

Which is cheaper, DJAN or GJUN?

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

Which performed better, DJAN or GJUN?

Over the past year DJAN returned +11.42% vs +8.70% for GJUN, so DJAN leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DJAN or GJUN?

DJAN has been the more volatile fund at 6.2% annualized versus 5.9% for GJUN. Worst drawdown: DJAN -9.3% vs GJUN -11.0%.

Should I hold both DJAN and GJUN?

DJAN and GJUN have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, DJAN or GJUN?

DJAN yields 0.00% while GJUN yields 0.00%, so GJUN currently pays the higher dividend yield.

Is GJUN better than DJAN?

DJAN led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.