GDEC vs GJAN

GDEC vs GJAN

Which is better, GDEC or GJAN?

GDEC has been ahead.

GDEC led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.99.

Lower Fees: TiedHigher Returns: GDEC

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

MetricGDECGJAN
Expense Ratio0.85%Tie0.85%Tie
AUM$383M$442M
Dividend Yield0.00%0.00%
Holdings1010
YTD Return+8.79%Best+8.40%
1Y Return+12.26%Best+11.60%
3Y Return (annualized)-+12.43%
Volatility (annualized)5.2%Tie5.2%Tie
Max Drawdown-10.6%Tie-10.6%Tie
$10,000 over 2.8 years$13,632Best$13,506
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionDec 15, 2023Jan 20, 2023

Not shown on this pair: 5Y Return (annualized), 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).

GDEC vs GJAN 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 GDEC against instead:GDEC vs SPYGDEC vs QQQGDEC vs VOOGDEC vs VTIGJAN against:GJAN vs VXUS

GDEC vs GJAN Performance

FT Vest US Equity Moderate Buffer ETF - December (GDEC) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Moderate Buffer ETF - January (GJAN) is an ETF from First Trust Portfolios (US). Over the past year GDEC returned +12.26% while GJAN returned +11.60%. Year to date, GDEC is up 8.79% versus a gain of 8.40% for GJAN.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GDEC and GJAN have been equally volatile, both at 5.2% annualized.

The deepest peak-to-trough decline in our data was -10.6% for GDEC and -10.6% for GJAN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

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

You are not choosing between two funds in isolation.

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

GDECGJAN

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Frequently Asked Questions

Which is cheaper, GDEC or GJAN?

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

Which performed better, GDEC or GJAN?

Over the past year GDEC returned +12.26% vs +11.60% for GJAN, so GDEC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GDEC or GJAN?

GDEC and GJAN have been equally volatile, both at 5.2% annualized. Worst drawdown: GDEC -10.6% vs GJAN -10.6%.

Should I hold both GDEC and GJAN?

GDEC and GJAN have a monthly-return correlation of 0.99, 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, GDEC or GJAN?

GDEC yields 0.00% while GJAN yields 0.00%, so GJAN currently pays the higher dividend yield.

Is GJAN better than GDEC?

GDEC led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.99. Which one suits a particular account depends on what it is for. This is information, not a recommendation.