DMAR vs FJUN

DMAR vs FJUN

Which is better, DMAR or FJUN?

Each has led over a different period.

DMAR led over 1Y, FJUN over 3Y, 5Y and the full window.

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

MetricDMARFJUN
Expense Ratio0.85%Tie0.85%Tie
AUM$467M$1.4B
Dividend Yield0.00%0.00%
Holdings1010
YTD Return+10.03%Best+7.70%
1Y Return+12.61%Best+10.40%
3Y Return (annualized)+12.14%+14.32%Best
5Y Return (annualized)+7.88%+10.80%Best
Volatility (annualized)6.0%Best9.1%
Max Drawdown-9.8%Best-13.3%
$10,000 over 5 years$14,612$16,699Best
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionMar 19, 2021Jun 19, 2020

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).

DMAR vs FJUN 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 DMAR against instead:DMAR vs SPYDMAR vs QQQDMAR vs VOODMAR vs VTIFJUN against:FJUN vs VXUS

DMAR vs FJUN Performance

FT Vest US Equity Deep Buffer ETF - March (DMAR) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Buffer ETF - June (FJUN) is an ETF from First Trust Portfolios (US). Over the past year DMAR returned +12.61% while FJUN returned +10.40%. Year to date, DMAR is up 10.03% versus a gain of 7.70% for FJUN.

Over three years, DMAR compounded at +12.14% per year against +14.32% for FJUN; over five years the annualized figures are +7.88% and +10.80% respectively. Across the full 6-year window we track, FJUN has the edge at +10.72% annualized vs +8.05%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FJUN has been the more volatile fund, with annualized monthly volatility of 9.1% 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 -9.8% for DMAR and -13.3% for FJUN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

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

You are not choosing between two funds in isolation.

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

DMARFJUN

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Frequently Asked Questions

Which is cheaper, DMAR or FJUN?

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

Which performed better, DMAR or FJUN?

Over the past year DMAR returned +12.61% vs +10.40% for FJUN, so DMAR leads on 1-year performance. Over the longest common window we track (6 years), DMAR annualized +8.05% vs +10.72% for FJUN. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DMAR or FJUN?

FJUN has been the more volatile fund at 9.1% annualized versus 6.0% for DMAR. Worst drawdown: DMAR -9.8% vs FJUN -13.3%.

Should I hold both DMAR and FJUN?

DMAR and FJUN have a monthly-return correlation of 0.89, 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, DMAR or FJUN?

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

Is FJUN better than DMAR?

DMAR led over 1Y, FJUN over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.