DYLG vs GJAN

DYLG vs GJAN

Which is better, DYLG or GJAN?

DYLG has been ahead.

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

Lower Fees: DYLGHigher Returns: DYLG

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

MetricDYLGGJAN
Expense Ratio0.35%Best0.85%
AUM$5M$443M
Dividend Yield9.33%0.00%
Holdings6610
YTD Return+7.96%+8.05%Best
1Y Return+13.55%Best+11.35%
3Y Return (annualized)+14.15%Best+12.30%
Volatility (annualized)9.4%6.2%Best
Max Drawdown-14.2%-10.6%Best
$10,000 over 3.2 years$14,429Best$14,049
Fund FamilyGlobal X by mirae AssetFirst Trust Portfolios (US)
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionJul 25, 2023Jan 20, 2023

Not shown on this pair: 5Y Return (annualized), 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 GJAN 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 VTIGJAN against:GJAN vs VXUS

DYLG vs GJAN Performance

Global X Dow 30 Covered Call & Growth ETF (DYLG) is an ETF from Global X by mirae Asset and FT Vest US Equity Moderate Buffer ETF - January (GJAN) is an ETF from First Trust Portfolios (US). Over the past year DYLG returned +13.55% while GJAN returned +11.35%. Year to date, DYLG is up 7.96% versus a gain of 8.05% for GJAN.

Over three years, DYLG compounded at +14.15% per year against +12.30% for GJAN.

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 6.2% for GJAN. 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 -10.6% for GJAN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DYLG charges 0.35% per year while GJAN 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 GJAN.

You are not choosing between two funds in isolation.

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

DYLGGJAN

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Frequently Asked Questions

Which is cheaper, DYLG or GJAN?

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

Which performed better, DYLG or GJAN?

Over the past year DYLG returned +13.55% vs +11.35% for GJAN, so DYLG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DYLG or GJAN?

DYLG has been the more volatile fund at 9.4% annualized versus 6.2% for GJAN. Worst drawdown: DYLG -14.2% vs GJAN -10.6%.

Should I hold both DYLG and GJAN?

DYLG and GJAN have a monthly-return correlation of 0.78, 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 GJAN?

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

Is GJAN better than DYLG?

DYLG has a lower expense ratio. DYLG 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.