DJUL vs XAPR

DJUL vs XAPR

Which is better, DJUL or XAPR?

DJUL has been ahead.

DJUL led over 1Y and the full window.

Lower Fees: TiedHigher Returns: DJUL

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

MetricDJULXAPR
Expense Ratio0.85%Tie0.85%Tie
AUM$491M$52M
Dividend Yield0.00%0.00%
Holdings1012
YTD Return+8.47%Best+6.36%
1Y Return+10.56%Best+8.19%
3Y Return (annualized)+14.43%-
5Y Return (annualized)+9.29%-
Volatility (annualized)6.5%2.4%Best
Max Drawdown-11.3%-6.2%Best
$10,000 over 2.5 years$13,625Best$12,993
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionJul 16, 2020Apr 19, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Apr 22, 2024 to Oct 15, 2026 (2.5 years).

DJUL vs XAPR 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 2.5 years both funds cover.

Compare DJUL against instead:DJUL vs SPYDJUL vs QQQDJUL vs VOODJUL vs VTIXAPR against:XAPR vs VXUS

DJUL vs XAPR Performance

FT Vest US Equity Deep Buffer ETF - July (DJUL) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Enhance & Moderate Buffer ETF - April (XAPR) is an ETF from First Trust Portfolios (US). Over the past year DJUL returned +10.56% while XAPR returned +8.19%. Year to date, DJUL is up 8.47% versus a gain of 6.36% for XAPR.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DJUL has been the more volatile fund, with annualized monthly volatility of 6.5% compared with 2.4% for XAPR. 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 -11.3% for DJUL and -6.2% for XAPR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.

Fees and Cost Over Time

DJUL charges 0.85% per year while XAPR 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 XAPR.

You are not choosing between two funds in isolation.

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

DJULXAPR

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Frequently Asked Questions

Which is cheaper, DJUL or XAPR?

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

Which performed better, DJUL or XAPR?

Over the past year DJUL returned +10.56% vs +8.19% for XAPR, so DJUL leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DJUL or XAPR?

DJUL has been the more volatile fund at 6.5% annualized versus 2.4% for XAPR. Worst drawdown: DJUL -11.3% vs XAPR -6.2%.

Should I hold both DJUL and XAPR?

DJUL and XAPR have a monthly-return correlation of 0.49, 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, DJUL or XAPR?

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

Is XAPR better than DJUL?

DJUL 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.