FJUN vs HEDG

FJUN vs HEDG

Which is better, FJUN or HEDG?

FJUN has been ahead.

FJUN has a lower expense ratio. FJUN led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91.

Lower Fees: FJUNHigher Returns: FJUN

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

MetricFJUNHEDG
Expense Ratio0.85%Best0.96%
AUM$1.4B$465M
Dividend Yield0.00%2.78%
Holdings1010
YTD Return+7.70%Best+6.78%
1Y Return+10.40%Best+10.34%
3Y Return (annualized)+14.32%-
5Y Return (annualized)+10.80%-
Volatility (annualized)5.2%3.6%Best
Max Drawdown-4.1%-3.9%Best
$10,000 over 1 years$11,025Best$11,015
Fund FamilyFirst Trust Portfolios (US)Equable Shares
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionJun 19, 2020Oct 13, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Oct 13, 2025 to Oct 14, 2026 (1 years).

FJUN vs HEDG 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 years both funds cover.

Compare FJUN against instead:FJUN vs SPYFJUN vs QQQFJUN vs VOOFJUN vs VTIHEDG against:HEDG vs VXUS

FJUN vs HEDG Performance

FT Vest US Equity Buffer ETF - June (FJUN) is an ETF from First Trust Portfolios (US) and Equable Shares Hedged Equity ETF (HEDG) is an ETF from Equable Shares. Over the past year FJUN returned +10.40% while HEDG returned +10.34%. Year to date, FJUN is up 7.70% versus a gain of 6.78% for HEDG.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FJUN has been the more volatile fund, with annualized monthly volatility of 5.2% compared with 3.6% for HEDG. 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 -4.1% for FJUN and -3.9% for HEDG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FJUN charges 0.85% per year while HEDG charges 0.96%. On a $10,000 position that is $85 vs $96 annually, a gap of $11 per year that compounds over a long holding period. On income, FJUN currently yields 0.00% against 2.78% for HEDG.

You are not choosing between two funds in isolation.

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

FJUNHEDG

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Frequently Asked Questions

Which is cheaper, FJUN or HEDG?

FJUN has an expense ratio of 0.85% while HEDG charges 0.96%. FJUN is the cheaper option, by $11 a year on a $10,000 investment.

Which performed better, FJUN or HEDG?

Over the past year FJUN returned +10.40% vs +10.34% for HEDG, so FJUN leads on 1-year performance. Over the longest common window we track (1 years), FJUN annualized +10.25% vs +10.15% for HEDG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FJUN or HEDG?

FJUN has been the more volatile fund at 5.2% annualized versus 3.6% for HEDG. Worst drawdown: FJUN -4.1% vs HEDG -3.9%.

Should I hold both FJUN and HEDG?

FJUN and HEDG have a monthly-return correlation of 0.91, 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, FJUN or HEDG?

FJUN yields 0.00% while HEDG yields 2.78%, so HEDG currently pays the higher dividend yield.

Is HEDG better than FJUN?

FJUN has a lower expense ratio. FJUN led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.