YJUN vs YMAR
FT Vest International Equity Moderate Buffer ETF - June vs FT Vest International Equity Moderate Buffer ETF - March
Which is better, YJUN or YMAR?
YMAR has been ahead.
YMAR led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95.
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 | YJUN | YMAR |
|---|---|---|
| Expense Ratio | 0.90%Tie | 0.90%Tie |
| AUM | $147M | $163M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 10 | 10 |
| YTD Return | +4.08% | +6.61%Best |
| 1Y Return | +7.03% | +10.23%Best |
| 3Y Return (annualized) | +10.59% | +12.46%Best |
| 5Y Return (annualized) | +5.84% | +6.78%Best |
| Volatility (annualized) | 10.9% | 10.2%Best |
| Max Drawdown | -21.5%Best | -22.6% |
| $10,000 over 5 years | $13,282 | $13,882Best |
| Fund Family | First Trust Portfolios (US) | First Trust Portfolios (US) |
| Category | Alternative | Alternative |
| Style | Option Writing | Option Writing |
| Inception | Jun 18, 2021 | Mar 19, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 21, 2021 to Oct 14, 2026 (5.3 years).
YJUN vs YMAR 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 5.3 years both funds cover.
YJUN vs YMAR Performance
FT Vest International Equity Moderate Buffer ETF - June (YJUN) is an ETF from First Trust Portfolios (US) and FT Vest International Equity Moderate Buffer ETF - March (YMAR) is an ETF from First Trust Portfolios (US). Over the past year YJUN returned +7.03% while YMAR returned +10.23%. Year to date, YJUN is up 4.08% versus a gain of 6.61% for YMAR.
Over three years, YJUN compounded at +10.59% per year against +12.46% for YMAR; over five years the annualized figures are +5.84% and +6.78% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
YJUN has been the more volatile fund, with annualized monthly volatility of 10.9% compared with 10.2% for YMAR. 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 -21.5% for YJUN and -22.6% for YMAR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
YJUN charges 0.90% per year while YMAR charges 0.90%. On a $10,000 position that is $90 vs $90 annually. On income, YJUN currently yields 0.00% against 0.00% for YMAR.
You are not choosing between two funds in isolation.
Whichever of YJUN and YMAR 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, YJUN or YMAR?
YJUN has an expense ratio of 0.90% while YMAR charges 0.90%. At the precision these are quoted to, they cost the same.
Which performed better, YJUN or YMAR?
Over the past year YJUN returned +7.03% vs +10.23% for YMAR, so YMAR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, YJUN or YMAR?
YJUN has been the more volatile fund at 10.9% annualized versus 10.2% for YMAR. Worst drawdown: YJUN -21.5% vs YMAR -22.6%.
Should I hold both YJUN and YMAR?
YJUN and YMAR have a monthly-return correlation of 0.95, 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, YJUN or YMAR?
YJUN yields 0.00% while YMAR yields 0.00%, so YMAR currently pays the higher dividend yield.
Is YMAR better than YJUN?
YMAR led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95. Which one suits a particular account depends on what it is for. This is information, not a recommendation.