FFEB vs XJUN

FFEB vs XJUN

Which is better, FFEB or XJUN?

FFEB has been ahead.

FFEB led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90.

Lower Fees: TiedHigher Returns: FFEB

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

MetricFFEBXJUN
Expense Ratio0.85%Tie0.85%Tie
AUM$1.4B$138M
Dividend Yield0.00%0.00%
Holdings1012
YTD Return+11.12%Best+5.99%
1Y Return+14.59%Best+8.09%
3Y Return (annualized)+16.72%Best+10.75%
5Y Return (annualized)+11.02%Best+8.71%
Volatility (annualized)9.6%5.7%Best
Max Drawdown-13.8%-9.1%Best
$10,000 over 5 years$16,866Best$15,183
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionFeb 21, 2020Jul 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).

FFEB 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 FFEB against instead:FFEB vs SPYFFEB vs QQQFFEB vs VOOFFEB vs VTIXJUN against:XJUN vs VXUS

FFEB vs XJUN Performance

FT Vest US Equity Buffer ETF - February (FFEB) 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 FFEB returned +14.59% while XJUN returned +8.09%. Year to date, FFEB is up 11.12% versus a gain of 5.99% for XJUN.

Over three years, FFEB compounded at +16.72% per year against +10.75% for XJUN; over five years the annualized figures are +11.02% and +8.71% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FFEB has been the more volatile fund, with annualized monthly volatility of 9.6% 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 -13.8% for FFEB 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

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

You are not choosing between two funds in isolation.

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

FFEBXJUN

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Frequently Asked Questions

Which is cheaper, FFEB or XJUN?

FFEB 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, FFEB or XJUN?

Over the past year FFEB returned +14.59% vs +8.09% for XJUN, so FFEB leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FFEB or XJUN?

FFEB has been the more volatile fund at 9.6% annualized versus 5.7% for XJUN. Worst drawdown: FFEB -13.8% vs XJUN -9.1%.

Should I hold both FFEB and XJUN?

FFEB and XJUN have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, FFEB or XJUN?

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

Is XJUN better than FFEB?

FFEB led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.