FEBM vs GJUN

FEBM vs GJUN

Which is better, FEBM or GJUN?

GJUN has been ahead.

GJUN led over 1Y and the full window.

Lower Fees: TiedHigher Returns: GJUN

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

MetricFEBMGJUN
Expense Ratio0.85%Tie0.85%Tie
AUM$46M$511M
Dividend Yield0.00%0.00%
Holdings1010
YTD Return+4.57%+6.43%Best
1Y Return+6.24%+8.70%Best
3Y Return (annualized)-+12.00%
Volatility (annualized)2.4%Best5.5%
Max Drawdown-2.6%Best-10.1%
$10,000 over 1.6 years$11,009$11,485Best
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionFeb 21, 2025Jun 16, 2023

Not shown on this pair: 5Y Return (annualized), Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 24, 2025 to Oct 14, 2026 (1.6 years).

FEBM vs GJUN 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 1.6 years both funds cover.

Compare FEBM against instead:FEBM vs SPYFEBM vs QQQFEBM vs VOOFEBM vs VTIGJUN against:GJUN vs VXUS

FEBM vs GJUN Performance

FT Vest US Equity Max Buffer ETF - February (FEBM) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Moderate Buffer ETF - June (GJUN) is an ETF from First Trust Portfolios (US). Over the past year FEBM returned +6.24% while GJUN returned +8.70%. Year to date, FEBM is up 4.57% versus a gain of 6.43% for GJUN.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GJUN has been the more volatile fund, with annualized monthly volatility of 5.5% compared with 2.4% for FEBM. 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 -2.6% for FEBM and -10.1% for GJUN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

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

You are not choosing between two funds in isolation.

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

FEBMGJUN

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Frequently Asked Questions

Which is cheaper, FEBM or GJUN?

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

Which performed better, FEBM or GJUN?

Over the past year FEBM returned +6.24% vs +8.70% for GJUN, so GJUN leads on 1-year performance. Over the longest common window we track (2 years), FEBM annualized +6.19% vs +9.04% for GJUN. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FEBM or GJUN?

GJUN has been the more volatile fund at 5.5% annualized versus 2.4% for FEBM. Worst drawdown: FEBM -2.6% vs GJUN -10.1%.

Should I hold both FEBM and GJUN?

FEBM and GJUN have a monthly-return correlation of 0.86, 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, FEBM or GJUN?

FEBM yields 0.00% while GJUN yields 0.00%, so GJUN currently pays the higher dividend yield.

Is GJUN better than FEBM?

GJUN 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.