GJUN vs SSO

GJUN vs SSO

Which is better, GJUN or SSO?

SSO has been ahead.

SSO has a lower expense ratio. SSO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92.

Lower Fees: SSOHigher Returns: SSO

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

MetricGJUNSSO
Expense Ratio0.85%0.84%Best
AUM$511M$9.2B
Dividend Yield0.00%0.69%
Holdings10521
YTD Return+6.43%+21.98%Best
1Y Return+8.70%+28.56%Best
3Y Return (annualized)+12.00%+37.60%Best
5Y Return (annualized)-+17.88%
Volatility (annualized)5.9%Best25.5%
Max Drawdown-11.0%Best-35.2%
$10,000 over 3.3 years$14,082$25,254Best
Fund FamilyFirst Trust Portfolios (US)ProShares
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionJun 16, 2023Jun 19, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jun 20, 2023 to Oct 14, 2026 (3.3 years).

GJUN vs SSO 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 3.3 years both funds cover.

Compare GJUN against instead:GJUN vs SPYGJUN vs QQQGJUN vs VOOGJUN vs VTISSO against:SSO vs VXUS

GJUN vs SSO Performance

FT Vest US Equity Moderate Buffer ETF - June (GJUN) is an ETF from First Trust Portfolios (US) and ProShares Ultra S&P500 (SSO) is an ETF from ProShares. Over the past year GJUN returned +8.70% while SSO returned +28.56%. Year to date, GJUN is up 6.43% versus a gain of 21.98% for SSO.

Over three years, GJUN compounded at +12.00% per year against +37.60% for SSO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SSO has been the more volatile fund, with annualized monthly volatility of 25.5% compared with 5.9% for GJUN. 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 -11.0% for GJUN and -35.2% for SSO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GJUN charges 0.85% per year while SSO charges 0.84%. On a $10,000 position that is $85 vs $84 annually, a gap of $1 per year that compounds over a long holding period. On income, GJUN currently yields 0.00% against 0.69% for SSO.

You are not choosing between two funds in isolation.

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

GJUNSSO

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Frequently Asked Questions

Which is cheaper, GJUN or SSO?

GJUN has an expense ratio of 0.85% while SSO charges 0.84%. SSO is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, GJUN or SSO?

Over the past year GJUN returned +8.70% vs +28.56% for SSO, so SSO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GJUN or SSO?

SSO has been the more volatile fund at 25.5% annualized versus 5.9% for GJUN. Worst drawdown: GJUN -11.0% vs SSO -35.2%.

Should I hold both GJUN and SSO?

GJUN and SSO have a monthly-return correlation of 0.92, 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, GJUN or SSO?

GJUN yields 0.00% while SSO yields 0.69%, so SSO currently pays the higher dividend yield.

Is SSO better than GJUN?

SSO has a lower expense ratio. SSO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.