DJUL vs FFEB

DJUL vs FFEB

Which is better, DJUL or FFEB?

FFEB has been ahead.

FFEB led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94.

Lower Fees: TiedHigher Returns: FFEB

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

MetricDJULFFEB
Expense Ratio0.85%Tie0.85%Tie
AUM$491M$1.4B
Dividend Yield0.00%0.00%
Holdings1010
YTD Return+8.27%+11.12%Best
1Y Return+10.47%+14.59%Best
3Y Return (annualized)+14.38%+16.72%Best
5Y Return (annualized)+9.31%+11.02%Best
Volatility (annualized)7.5%Best9.3%
Max Drawdown-12.5%Best-13.8%
$10,000 over 5 years$15,606$16,866Best
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionJul 16, 2020Feb 21, 2020

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jul 20, 2020 to Oct 14, 2026 (6.2 years).

DJUL vs FFEB 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 6.2 years both funds cover.

Compare DJUL against instead:DJUL vs SPYDJUL vs QQQDJUL vs VOODJUL vs VTIFFEB against:FFEB vs VXUS

DJUL vs FFEB Performance

FT Vest US Equity Deep Buffer ETF - July (DJUL) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Buffer ETF - February (FFEB) is an ETF from First Trust Portfolios (US). Over the past year DJUL returned +10.47% while FFEB returned +14.59%. Year to date, DJUL is up 8.27% versus a gain of 11.12% for FFEB.

Over three years, DJUL compounded at +14.38% per year against +16.72% for FFEB; over five years the annualized figures are +9.31% and +11.02% respectively. Across the full 6-year window we track, FFEB has the edge at +12.43% annualized vs +8.83%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FFEB has been the more volatile fund, with annualized monthly volatility of 9.3% compared with 7.5% for DJUL. 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 -12.5% for DJUL and -13.8% for FFEB. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

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

You are not choosing between two funds in isolation.

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

DJULFFEB

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Frequently Asked Questions

Which is cheaper, DJUL or FFEB?

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

Which performed better, DJUL or FFEB?

Over the past year DJUL returned +10.47% vs +14.59% for FFEB, so FFEB leads on 1-year performance. Over the longest common window we track (6 years), DJUL annualized +8.83% vs +12.43% for FFEB. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DJUL or FFEB?

FFEB has been the more volatile fund at 9.3% annualized versus 7.5% for DJUL. Worst drawdown: DJUL -12.5% vs FFEB -13.8%.

Should I hold both DJUL and FFEB?

DJUL and FFEB have a monthly-return correlation of 0.94, 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, DJUL or FFEB?

DJUL yields 0.00% while FFEB yields 0.00%, so FFEB currently pays the higher dividend yield.

Is FFEB better than DJUL?

FFEB led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. Which one suits a particular account depends on what it is for. This is information, not a recommendation.