DMAR vs XJUN

DMAR vs XJUN

Which is better, DMAR or XJUN?

Each has led over a different period.

DMAR led over 1Y and 3Y, XJUN over 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

MetricDMARXJUN
Expense Ratio0.85%Tie0.85%Tie
AUM$467M$138M
Dividend Yield0.00%0.00%
Holdings1012
YTD Return+10.03%Best+5.99%
1Y Return+12.61%Best+8.09%
3Y Return (annualized)+12.14%Best+10.75%
5Y Return (annualized)+7.88%+8.71%Best
Volatility (annualized)6.2%5.7%Best
Max Drawdown-9.8%-9.1%Best
$10,000 over 5 years$14,612$15,183Best
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionMar 19, 2021Jul 12, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jul 13, 2021 to Oct 14, 2026 (5.3 years).

DMAR vs XJUN 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 5.3 years both funds cover.

Compare DMAR against instead:DMAR vs SPYDMAR vs QQQDMAR vs VOODMAR vs VTIXJUN against:XJUN vs VXUS

DMAR vs XJUN Performance

FT Vest US Equity Deep Buffer ETF - March (DMAR) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Enhance & Moderate Buffer ETF - June (XJUN) is an ETF from First Trust Portfolios (US). Over the past year DMAR returned +12.61% while XJUN returned +8.09%. Year to date, DMAR is up 10.03% versus a gain of 5.99% for XJUN.

Over three years, DMAR compounded at +12.14% per year against +10.75% for XJUN; over five years the annualized figures are +7.88% and +8.71% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DMAR has been the more volatile fund, with annualized monthly volatility of 6.2% compared with 5.7% for XJUN. 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 -9.1% for XJUN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DMAR charges 0.85% per year while XJUN 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 XJUN.

You are not choosing between two funds in isolation.

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

DMARXJUN

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Frequently Asked Questions

Which is cheaper, DMAR or XJUN?

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

Which performed better, DMAR or XJUN?

Over the past year DMAR returned +12.61% vs +8.09% for XJUN, so DMAR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DMAR or XJUN?

DMAR has been the more volatile fund at 6.2% annualized versus 5.7% for XJUN. Worst drawdown: DMAR -9.8% vs XJUN -9.1%.

Should I hold both DMAR and XJUN?

DMAR and XJUN have a monthly-return correlation of 0.84, 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 XJUN?

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

Is XJUN better than DMAR?

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