GJAN vs XIDE

GJAN vs XIDE

Which is better, GJAN or XIDE?

GJAN has been ahead.

GJAN led over 1Y and the full window.

Lower Fees: TiedHigher Returns: GJAN

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

MetricGJANXIDE
Expense Ratio0.85%Tie0.85%Tie
AUM$443M$23M
Dividend Yield0.00%6.28%
Holdings1016
YTD Return+8.05%Best+0.48%
1Y Return+11.35%Best+1.28%
3Y Return (annualized)+12.30%-
Volatility (annualized)5.2%Best7.3%
Max Drawdown-10.6%Best-11.8%
$10,000 over 2.8 years$13,458Best$10,073
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionJan 20, 2023Dec 15, 2023

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

GJAN 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.

Compare GJAN against instead:GJAN vs SPYGJAN vs QQQGJAN vs VOOGJAN vs VTIXIDE against:XIDE vs VXUS

GJAN vs XIDE Performance

FT Vest US Equity Moderate Buffer ETF - January (GJAN) 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 GJAN returned +11.35% while XIDE returned +1.28%. Year to date, GJAN is up 8.05% 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 5.2% 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 -10.6% for GJAN 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 0.34. They move together some of the time, and apart the rest.

Fees and Cost Over Time

GJAN charges 0.85% per year while XIDE charges 0.85%. On a $10,000 position that is $85 vs $85 annually. On income, GJAN currently yields 0.00% against 6.28% for XIDE.

You are not choosing between two funds in isolation.

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

GJANXIDE

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Frequently Asked Questions

Which is cheaper, GJAN or XIDE?

GJAN 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, GJAN or XIDE?

Over the past year GJAN returned +11.35% vs +1.28% for XIDE, so GJAN leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GJAN or XIDE?

XIDE has been the more volatile fund at 7.3% annualized versus 5.2% for GJAN. Worst drawdown: GJAN -10.6% vs XIDE -11.8%.

Should I hold both GJAN and XIDE?

GJAN and XIDE have a monthly-return correlation of 0.34, 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, GJAN or XIDE?

GJAN yields 0.00% while XIDE yields 6.28%, so XIDE currently pays the higher dividend yield.

Is XIDE better than GJAN?

GJAN 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.