FJAN vs XIDE

FJAN vs XIDE

Which is better, FJAN or XIDE?

FJAN has been ahead.

FJAN led over 1Y and the full window.

Lower Fees: TiedHigher Returns: FJAN

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

MetricFJANXIDE
Expense Ratio0.85%Tie0.85%Tie
AUM$1.5B$23M
Dividend Yield0.00%6.28%
Holdings1016
YTD Return+10.53%Best+0.51%
1Y Return+14.36%Best+1.29%
3Y Return (annualized)+15.58%-
5Y Return (annualized)+11.46%-
Volatility (annualized)6.7%Best7.3%
Max Drawdown-12.9%-11.8%Best
$10,000 over 2.8 years$14,429Best$10,076
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionJan 15, 2021Dec 15, 2023

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 18, 2023 to Oct 13, 2026 (2.8 years).

FJAN vs XIDE 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 2.8 years both funds cover.

Compare FJAN against instead:FJAN vs SPYFJAN vs QQQFJAN vs VOOFJAN vs VTIXIDE against:XIDE vs VXUS

FJAN vs XIDE Performance

FT Vest US Equity Buffer ETF - January (FJAN) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Buffer & Premium Income ETF - December (XIDE) is an ETF from First Trust Portfolios (US). Over the past year FJAN returned +14.36% while XIDE returned +1.29%. Year to date, FJAN is up 10.53% versus a gain of 0.51% for XIDE.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XIDE has been the more volatile fund, with annualized monthly volatility of 7.3% compared with 6.7% for FJAN. 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 -12.9% for FJAN and -11.8% for XIDE. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.31. They move together some of the time, and apart the rest.

Fees and Cost Over Time

FJAN charges 0.85% per year while XIDE charges 0.85%. On a $10,000 position that is $85 vs $85 annually. On income, FJAN currently yields 0.00% against 6.28% for XIDE.

You are not choosing between two funds in isolation.

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

FJANXIDE

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FJAN or XIDE?

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

Which performed better, FJAN or XIDE?

Over the past year FJAN returned +14.36% vs +1.29% for XIDE, so FJAN leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FJAN or XIDE?

XIDE has been the more volatile fund at 7.3% annualized versus 6.7% for FJAN. Worst drawdown: FJAN -12.9% vs XIDE -11.8%.

Should I hold both FJAN and XIDE?

FJAN and XIDE have a monthly-return correlation of 0.31, 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, FJAN or XIDE?

FJAN yields 0.00% while XIDE yields 6.28%, so XIDE currently pays the higher dividend yield.

Is XIDE better than FJAN?

FJAN 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.