MAYU vs PBJL

MAYU vs PBJL

Which is better, MAYU or PBJL?

MAYU has been ahead.

PBJL has a lower expense ratio. MAYU led over 1Y and the full window.

Lower Fees: PBJLHigher Returns: MAYU

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

MetricMAYUPBJL
Expense Ratio0.74%0.50%Best
AUM$45M$75M
Dividend Yield0.00%0.00%
Holdings1214
YTD Return+10.24%Best+6.85%
1Y Return+12.84%Best+9.12%
Volatility (annualized)11.1%4.9%Best
Max Drawdown-15.4%-9.0%Best
$10,000 over 2.4 years$13,514Best$12,758
Fund FamilyAllianzIMPGIM Investments
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionApr 30, 2024May 8, 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: May 8, 2024 to Oct 14, 2026 (2.4 years).

MAYU vs PBJL 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 MAYU against instead:MAYU vs SPYMAYU vs QQQMAYU vs VOOMAYU vs VTIPBJL against:PBJL vs VXUS

MAYU vs PBJL Performance

AllianzIM US Equity Buffer15 Uncapped May ETF (MAYU) is an ETF from AllianzIM and PGIM S&P 500 Buffer 20 ETF - July (PBJL) is an ETF from PGIM Investments. Over the past year MAYU returned +12.84% while PBJL returned +9.12%. Year to date, MAYU is up 10.24% versus a gain of 6.85% for PBJL.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MAYU has been the more volatile fund, with annualized monthly volatility of 11.1% compared with 4.9% for PBJL. 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 -15.4% for MAYU and -9.0% for PBJL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MAYU charges 0.74% per year while PBJL charges 0.50%. On a $10,000 position that is $74 vs $50 annually, a gap of $24 per year that compounds over a long holding period. On income, MAYU currently yields 0.00% against 0.00% for PBJL.

You are not choosing between two funds in isolation.

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

MAYUPBJL

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MAYU or PBJL?

MAYU has an expense ratio of 0.74% while PBJL charges 0.50%. PBJL is the cheaper option, by $24 a year on a $10,000 investment.

Which performed better, MAYU or PBJL?

Over the past year MAYU returned +12.84% vs +9.12% for PBJL, so MAYU leads on 1-year performance. Over the longest common window we track (2 years), MAYU annualized +13.37% vs +10.68% for PBJL. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MAYU or PBJL?

MAYU has been the more volatile fund at 11.1% annualized versus 4.9% for PBJL. Worst drawdown: MAYU -15.4% vs PBJL -9.0%.

Should I hold both MAYU and PBJL?

MAYU and PBJL have a monthly-return correlation of 0.89, 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, MAYU or PBJL?

MAYU yields 0.00% while PBJL yields 0.00%, so PBJL currently pays the higher dividend yield.

Is PBJL better than MAYU?

PBJL has a lower expense ratio. MAYU 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.