DYLG vs FJAN

DYLG vs FJAN

Which is better, DYLG or FJAN?

FJAN has been ahead.

DYLG has a lower expense ratio. FJAN led over 1Y, 3Y and the full window.

Lower Fees: DYLGHigher Returns: FJAN

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

MetricDYLGFJAN
Expense Ratio0.35%Best0.85%
AUM$5M$1.5B
Dividend Yield9.33%0.00%
Holdings6610
YTD Return+7.96%+9.94%Best
1Y Return+13.55%+13.94%Best
3Y Return (annualized)+14.15%+15.36%Best
5Y Return (annualized)-+11.20%
Volatility (annualized)9.4%7.9%Best
Max Drawdown-14.2%-12.9%Best
$10,000 over 3.2 years$14,429$15,039Best
Fund FamilyGlobal X by mirae AssetFirst Trust Portfolios (US)
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionJul 25, 2023Jan 15, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jul 26, 2023 to Oct 14, 2026 (3.2 years).

DYLG vs FJAN 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 3.2 years both funds cover.

Compare DYLG against instead:DYLG vs SPYDYLG vs QQQDYLG vs VOODYLG vs VTIFJAN against:FJAN vs VXUS

DYLG vs FJAN Performance

Global X Dow 30 Covered Call & Growth ETF (DYLG) is an ETF from Global X by mirae Asset and FT Vest US Equity Buffer ETF - January (FJAN) is an ETF from First Trust Portfolios (US). Over the past year DYLG returned +13.55% while FJAN returned +13.94%. Year to date, DYLG is up 7.96% versus a gain of 9.94% for FJAN.

Over three years, DYLG compounded at +14.15% per year against +15.36% for FJAN.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DYLG has been the more volatile fund, with annualized monthly volatility of 9.4% compared with 7.9% for FJAN. 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 -14.2% for DYLG and -12.9% for FJAN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DYLG charges 0.35% per year while FJAN charges 0.85%. On a $10,000 position that is $35 vs $85 annually, a gap of $50 per year that compounds over a long holding period. On income, DYLG currently yields 9.33% against 0.00% for FJAN.

You are not choosing between two funds in isolation.

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

DYLGFJAN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DYLG or FJAN?

DYLG has an expense ratio of 0.35% while FJAN charges 0.85%. DYLG is the cheaper option, by $50 a year on a $10,000 investment.

Which performed better, DYLG or FJAN?

Over the past year DYLG returned +13.55% vs +13.94% for FJAN, so FJAN leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DYLG or FJAN?

DYLG has been the more volatile fund at 9.4% annualized versus 7.9% for FJAN. Worst drawdown: DYLG -14.2% vs FJAN -12.9%.

Should I hold both DYLG and FJAN?

DYLG and FJAN have a monthly-return correlation of 0.79, 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, DYLG or FJAN?

DYLG yields 9.33% while FJAN yields 0.00%, so DYLG currently pays the higher dividend yield.

Is FJAN better than DYLG?

DYLG has a lower expense ratio. FJAN led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.