FSEP vs XIDE
FT Vest US Equity Buffer ETF - September vs FT Vest US Equity Buffer & Premium Income ETF - December
Which is better, FSEP or XIDE?
FSEP has been ahead.
FSEP led over 1Y and the full window.
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
| Metric | FSEP | XIDE |
|---|---|---|
| Expense Ratio | 0.85%Tie | 0.85%Tie |
| AUM | $1.4B | $23M |
| Dividend Yield | 0.00% | 6.28% |
| Holdings | 10 | 16 |
| YTD Return | +11.52%Best | +0.48% |
| 1Y Return | +14.29%Best | +1.28% |
| 3Y Return (annualized) | +15.18% | - |
| 5Y Return (annualized) | +10.70% | - |
| Volatility (annualized) | 6.8%Best | 7.3% |
| Max Drawdown | -12.4% | -11.8%Best |
| $10,000 over 2.8 years | $14,330Best | $10,073 |
| Fund Family | First Trust Portfolios (US) | First Trust Portfolios (US) |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Sep 18, 2020 | Dec 15, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 18, 2023 to Oct 14, 2026 (2.8 years).
FSEP vs XIDE 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 2.8 years both funds cover.
FSEP vs XIDE Performance
FT Vest US Equity Buffer ETF - September (FSEP) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Buffer & Premium Income ETF - December (XIDE) is an ETF from First Trust Portfolios (US). Over the past year FSEP returned +14.29% while XIDE returned +1.28%. Year to date, FSEP is up 11.52% versus a gain of 0.48% for XIDE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XIDE has been the more volatile fund, with annualized monthly volatility of 7.3% compared with 6.8% for FSEP. 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 -12.4% for FSEP and -11.8% for XIDE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.27. They move largely independently of each other.
Fees and Cost Over Time
FSEP charges 0.85% per year while XIDE charges 0.85%. On a $10,000 position that is $85 vs $85 annually. On income, FSEP currently yields 0.00% against 6.28% for XIDE.
You are not choosing between two funds in isolation.
Whichever of FSEP and XIDE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FSEP or XIDE?
FSEP has an expense ratio of 0.85% while XIDE charges 0.85%. At the precision these are quoted to, they cost the same.
Which performed better, FSEP or XIDE?
Over the past year FSEP returned +14.29% vs +1.28% for XIDE, so FSEP leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FSEP or XIDE?
XIDE has been the more volatile fund at 7.3% annualized versus 6.8% for FSEP. Worst drawdown: FSEP -12.4% vs XIDE -11.8%.
Should I hold both FSEP and XIDE?
FSEP and XIDE have a monthly-return correlation of 0.27, 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, FSEP or XIDE?
FSEP yields 0.00% while XIDE yields 6.28%, so XIDE currently pays the higher dividend yield.
Is XIDE better than FSEP?
FSEP 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.