FEBU vs JULP

FEBU vs JULP

Which is better, FEBU or JULP?

JULP has been ahead.

JULP has a lower expense ratio. JULP led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90.

Lower Fees: JULPHigher Returns: JULP

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

MetricFEBUJULP
Expense Ratio0.74%0.50%Best
AUM$52M$38M
Dividend Yield0.00%0.00%
Holdings1216
YTD Return+10.21%Best+9.33%
1Y Return+11.31%+11.72%Best
Volatility (annualized)8.6%7.5%Best
Max Drawdown-11.7%Best-12.4%
$10,000 over 1.7 years$12,198$12,278Best
Fund FamilyAllianzIMPGIM Investments
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionJan 31, 2025May 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 1.7 years row, are measured over the window both funds cover: Feb 3, 2025 to Oct 9, 2026 (1.7 years).

FEBU vs JULP 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 1.7 years both funds cover.

Compare FEBU against instead:FEBU vs SPYFEBU vs QQQFEBU vs VOOFEBU vs VTIJULP against:JULP vs VXUS

FEBU vs JULP Performance

AllianzIM US Equity Buffer15 Uncapped Feb ETF (FEBU) is an ETF from AllianzIM and PGIM S&P 500 Buffer 12 ETF - July (JULP) is an ETF from PGIM Investments. Over the past year FEBU returned +11.31% while JULP returned +11.72%. Year to date, FEBU is up 10.21% versus a gain of 9.33% for JULP.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FEBU has been the more volatile fund, with annualized monthly volatility of 8.6% compared with 7.5% for JULP. 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 -11.7% for FEBU and -12.4% for JULP. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FEBU charges 0.74% per year while JULP 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, FEBU currently yields 0.00% against 0.00% for JULP.

You are not choosing between two funds in isolation.

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

FEBUJULP

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Frequently Asked Questions

Which is cheaper, FEBU or JULP?

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

Which performed better, FEBU or JULP?

Over the past year FEBU returned +11.31% vs +11.72% for JULP, so JULP leads on 1-year performance. Over the longest common window we track (2 years), FEBU annualized +12.40% vs +12.83% for JULP. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FEBU or JULP?

FEBU has been the more volatile fund at 8.6% annualized versus 7.5% for JULP. Worst drawdown: FEBU -11.7% vs JULP -12.4%.

Should I hold both FEBU and JULP?

FEBU and JULP have a monthly-return correlation of 0.90, 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, FEBU or JULP?

FEBU yields 0.00% while JULP yields 0.00%, so JULP currently pays the higher dividend yield.

Is JULP better than FEBU?

JULP has a lower expense ratio. JULP led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.