DJUN vs JUNM

DJUN vs JUNM

Which is better, DJUN or JUNM?

DJUN has been ahead.

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

Lower Fees: TiedHigher Returns: DJUN

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

MetricDJUNJUNM
Expense Ratio0.85%Tie0.85%Tie
AUM$370M$68M
Dividend Yield0.00%0.00%
Holdings108
YTD Return+6.22%Best+3.65%
1Y Return+8.37%Best+4.87%
3Y Return (annualized)+11.96%-
5Y Return (annualized)+8.21%-
Volatility (annualized)5.9%3.2%Best
Max Drawdown-12.0%-5.4%Best
$10,000 over 2.3 years$12,332Best$11,629
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionJun 19, 2020Jun 21, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jun 24, 2024 to Oct 14, 2026 (2.3 years).

DJUN vs JUNM 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 2.3 years both funds cover.

Compare DJUN against instead:DJUN vs SPYDJUN vs QQQDJUN vs VOODJUN vs VTIJUNM against:JUNM vs VXUS

DJUN vs JUNM Performance

FT Vest US Equity Deep Buffer ETF - June (DJUN) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Max Buffer ETF - June (JUNM) is an ETF from First Trust Portfolios (US). Over the past year DJUN returned +8.37% while JUNM returned +4.87%. Year to date, DJUN is up 6.22% versus a gain of 3.65% for JUNM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DJUN has been the more volatile fund, with annualized monthly volatility of 5.9% compared with 3.2% for JUNM. 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 -5.4% for JUNM. 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

DJUN charges 0.85% per year while JUNM 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 JUNM.

You are not choosing between two funds in isolation.

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

DJUNJUNM

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Frequently Asked Questions

Which is cheaper, DJUN or JUNM?

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

Which performed better, DJUN or JUNM?

Over the past year DJUN returned +8.37% vs +4.87% for JUNM, so DJUN leads on 1-year performance. Over the longest common window we track (2 years), DJUN annualized +9.54% vs +6.78% for JUNM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DJUN or JUNM?

DJUN has been the more volatile fund at 5.9% annualized versus 3.2% for JUNM. Worst drawdown: DJUN -12.0% vs JUNM -5.4%.

Should I hold both DJUN and JUNM?

DJUN and JUNM 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, DJUN or JUNM?

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

Is JUNM better than DJUN?

DJUN led over 1Y 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.