JUNP vs PBJN

JUNP vs PBJN

Which is better, JUNP or PBJN?

JUNP has been ahead.

JUNP led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98.

Lower Fees: TiedHigher Returns: JUNP

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

MetricJUNPPBJN
Expense Ratio0.50%Tie0.50%Tie
AUM$99M$59M
Dividend Yield0.00%0.00%
Holdings614
YTD Return+6.14%Best+5.35%
1Y Return+9.00%Best+7.56%
Volatility (annualized)5.8%4.7%Best
Max Drawdown-11.2%-8.7%Best
$10,000 over 2.4 years$13,042Best$12,644
Fund FamilyPGIM InvestmentsPGIM Investments
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionMay 31, 2024May 31, 2024

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: Jun 3, 2024 to Oct 14, 2026 (2.4 years).

JUNP vs PBJN 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 2.4 years both funds cover.

Compare JUNP against instead:JUNP vs SPYJUNP vs QQQJUNP vs VOOJUNP vs VTIPBJN against:PBJN vs VXUS

JUNP vs PBJN Performance

PGIM S&P 500 Buffer 12 ETF - June (JUNP) is an ETF from PGIM Investments and PGIM S&P 500 Buffer 20 ETF - June (PBJN) is an ETF from PGIM Investments. Over the past year JUNP returned +9.00% while PBJN returned +7.56%. Year to date, JUNP is up 6.14% versus a gain of 5.35% for PBJN.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JUNP has been the more volatile fund, with annualized monthly volatility of 5.8% compared with 4.7% for PBJN. 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 -11.2% for JUNP and -8.7% for PBJN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JUNP charges 0.50% per year while PBJN charges 0.50%. On a $10,000 position that is $50 vs $50 annually. On income, JUNP currently yields 0.00% against 0.00% for PBJN.

You are not choosing between two funds in isolation.

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

JUNPPBJN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JUNP or PBJN?

JUNP has an expense ratio of 0.50% while PBJN charges 0.50%. At the precision these are quoted to, they cost the same.

Which performed better, JUNP or PBJN?

Over the past year JUNP returned +9.00% vs +7.56% for PBJN, so JUNP leads on 1-year performance. Over the longest common window we track (2 years), JUNP annualized +11.70% vs +10.27% for PBJN. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JUNP or PBJN?

JUNP has been the more volatile fund at 5.8% annualized versus 4.7% for PBJN. Worst drawdown: JUNP -11.2% vs PBJN -8.7%.

Should I hold both JUNP and PBJN?

JUNP and PBJN have a monthly-return correlation of 0.98, 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, JUNP or PBJN?

JUNP yields 0.00% while PBJN yields 0.00%, so PBJN currently pays the higher dividend yield.

Is PBJN better than JUNP?

JUNP led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.