FDEC vs MARM

FDEC vs MARM

Which is better, FDEC or MARM?

FDEC has been ahead.

FDEC led over 1Y and the full window.

Lower Fees: TiedHigher Returns: FDEC

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

MetricFDECMARM
Expense Ratio0.85%Tie0.85%Tie
AUM$1.3B$107M
Dividend Yield0.00%0.00%
Holdings1010
YTD Return+10.08%Best+4.78%
1Y Return+14.78%Best+6.26%
3Y Return (annualized)+16.28%-
5Y Return (annualized)+10.68%-
Volatility (annualized)7.0%1.9%Best
Max Drawdown-13.0%-2.7%Best
$10,000 over 2.5 years$13,592Best$11,848
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionDec 18, 2020Mar 26, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 27, 2024 to Oct 14, 2026 (2.5 years).

FDEC vs MARM 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 2.5 years both funds cover.

Compare FDEC against instead:FDEC vs SPYFDEC vs QQQFDEC vs VOOFDEC vs VTIMARM against:MARM vs VXUS

FDEC vs MARM Performance

FT Vest US Equity Buffer ETF - December (FDEC) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Max Buffer ETF - March (MARM) is an ETF from First Trust Portfolios (US). Over the past year FDEC returned +14.78% while MARM returned +6.26%. Year to date, FDEC is up 10.08% versus a gain of 4.78% for MARM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FDEC has been the more volatile fund, with annualized monthly volatility of 7.0% compared with 1.9% for MARM. 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 -13.0% for FDEC and -2.7% for MARM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.

Fees and Cost Over Time

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

You are not choosing between two funds in isolation.

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

FDECMARM

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Frequently Asked Questions

Which is cheaper, FDEC or MARM?

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

Which performed better, FDEC or MARM?

Over the past year FDEC returned +14.78% vs +6.26% for MARM, so FDEC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FDEC or MARM?

FDEC has been the more volatile fund at 7.0% annualized versus 1.9% for MARM. Worst drawdown: FDEC -13.0% vs MARM -2.7%.

Should I hold both FDEC and MARM?

FDEC and MARM have a monthly-return correlation of 0.63, 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, FDEC or MARM?

FDEC yields 0.00% while MARM yields 0.00%, so MARM currently pays the higher dividend yield.

Is MARM better than FDEC?

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