FHDG vs FJUL

FHDG vs FJUL

Which is better, FHDG or FJUL?

FHDG has been ahead.

FHDG led over 1Y.

Lower Fees: TiedHigher Returns (1Y): FHDG

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

MetricFHDGFJUL
Expense Ratio0.85%Tie0.85%Tie
AUM$76M$1.4B
Dividend Yield0.00%0.00%
Holdings1010
Volatility (annualized)-9.8%
Max Drawdown--13.1%
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionNov 15, 2024Jul 16, 2020

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window, Top 10 Weight.

The two price series end 6147 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. FHDG has data through Dec 10, 2009 and FJUL through Oct 9, 2026.

Compare FHDG against instead:FHDG vs SPYFHDG vs QQQFHDG vs VOOFHDG vs VTIFJUL against:FJUL vs VXUS

Fees and Cost Over Time

FHDG charges 0.85% per year while FJUL charges 0.85%. On a $10,000 position that is $85 vs $85 annually. On income, FHDG currently yields 0.00% against 0.00% for FJUL.

You are not choosing between two funds in isolation.

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

FHDGFJUL

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Frequently Asked Questions

Which is cheaper, FHDG or FJUL?

FHDG has an expense ratio of 0.85% while FJUL charges 0.85%. At the precision these are quoted to, they cost the same.

Which pays a higher dividend, FHDG or FJUL?

FHDG yields 0.00% while FJUL yields 0.00%, so FJUL currently pays the higher dividend yield.

Is FJUL better than FHDG?

FHDG led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.