DJUN vs DMAR

DJUN vs DMAR

Which is better, DJUN or DMAR?

Each has led over a different period.

DJUN led over 5Y, DMAR over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.90.

Lower Fees: TiedHigher Returns: split

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

MetricDJUNDMAR
Expense Ratio0.85%Tie0.85%Tie
AUM$370M$467M
Dividend Yield0.00%0.00%
Holdings1010
YTD Return+6.22%+10.03%Best
1Y Return+8.37%+12.61%Best
3Y Return (annualized)+11.96%+12.14%Best
5Y Return (annualized)+8.21%Best+7.88%
Volatility (annualized)7.1%6.0%Best
Max Drawdown-12.0%-9.8%Best
$10,000 over 5 years$14,837Best$14,612
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionJun 19, 2020Mar 19, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Mar 22, 2021 to Oct 14, 2026 (5.6 years).

DJUN vs DMAR 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 5.6 years both funds cover.

Compare DJUN against instead:DJUN vs SPYDJUN vs QQQDJUN vs VOODJUN vs VTIDMAR against:DMAR vs VXUS

DJUN vs DMAR Performance

FT Vest US Equity Deep Buffer ETF - June (DJUN) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Deep Buffer ETF - March (DMAR) is an ETF from First Trust Portfolios (US). Over the past year DJUN returned +8.37% while DMAR returned +12.61%. Year to date, DJUN is up 6.22% versus a gain of 10.03% for DMAR.

Over three years, DJUN compounded at +11.96% per year against +12.14% for DMAR; over five years the annualized figures are +8.21% and +7.88% respectively. Across the full 6-year window we track, DMAR has the edge at +8.05% annualized vs +7.92%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DJUN has been the more volatile fund, with annualized monthly volatility of 7.1% compared with 6.0% for DMAR. 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 -12.0% for DJUN and -9.8% for DMAR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

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

You are not choosing between two funds in isolation.

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

DJUNDMAR

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Frequently Asked Questions

Which is cheaper, DJUN or DMAR?

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

Which performed better, DJUN or DMAR?

Over the past year DJUN returned +8.37% vs +12.61% for DMAR, so DMAR leads on 1-year performance. Over the longest common window we track (6 years), DJUN annualized +7.92% vs +8.05% for DMAR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DJUN or DMAR?

DJUN has been the more volatile fund at 7.1% annualized versus 6.0% for DMAR. Worst drawdown: DJUN -12.0% vs DMAR -9.8%.

Should I hold both DJUN and DMAR?

DJUN and DMAR have a monthly-return correlation of 0.90, 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, DJUN or DMAR?

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

Is DMAR better than DJUN?

DJUN led over 5Y, DMAR over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.