DJUN vs XJAN

DJUN vs XJAN

Which is better, DJUN or XJAN?

Each has led over a different period.

DJUN led over the full window, XJAN over 1Y.

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

MetricDJUNXJAN
Expense Ratio0.85%Tie0.85%Tie
AUM$370M$71M
Dividend Yield0.00%0.00%
Holdings1012
YTD Return+6.22%+7.00%Best
1Y Return+8.37%+9.59%Best
3Y Return (annualized)+11.96%-
5Y Return (annualized)+8.21%-
Volatility (annualized)5.7%4.3%Best
Max Drawdown-12.0%-10.0%Best
$10,000 over 2.7 years$13,024Best$12,717
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionJun 19, 2020Jan 22, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 22, 2024 to Oct 14, 2026 (2.7 years).

DJUN vs XJAN 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 2.7 years both funds cover.

Compare DJUN against instead:DJUN vs SPYDJUN vs QQQDJUN vs VOODJUN vs VTIXJAN against:XJAN vs VXUS

DJUN vs XJAN Performance

FT Vest US Equity Deep Buffer ETF - June (DJUN) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Enhance & Moderate Buffer ETF - January (XJAN) is an ETF from First Trust Portfolios (US). Over the past year DJUN returned +8.37% while XJAN returned +9.59%. Year to date, DJUN is up 6.22% versus a gain of 7.00% for XJAN.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DJUN has been the more volatile fund, with annualized monthly volatility of 5.7% compared with 4.3% for XJAN. 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 -10.0% for XJAN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DJUN charges 0.85% per year while XJAN 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 XJAN.

You are not choosing between two funds in isolation.

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

DJUNXJAN

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Frequently Asked Questions

Which is cheaper, DJUN or XJAN?

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

Which performed better, DJUN or XJAN?

Over the past year DJUN returned +8.37% vs +9.59% for XJAN, so XJAN leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DJUN or XJAN?

DJUN has been the more volatile fund at 5.7% annualized versus 4.3% for XJAN. Worst drawdown: DJUN -12.0% vs XJAN -10.0%.

Should I hold both DJUN and XJAN?

DJUN and XJAN have a monthly-return correlation of 0.88, 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, DJUN or XJAN?

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

Is XJAN better than DJUN?

DJUN led over the full window, XJAN over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.