JULP vs PMOC

JULP vs PMOC

Which is better, JULP or PMOC?

JULP has been ahead.

JULP led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97.

Lower Fees: TiedHigher 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

MetricJULPPMOC
Expense Ratio0.50%Tie0.50%Tie
AUM$38M$4M
Dividend Yield0.00%0.00%
Holdings1614
YTD Return+9.33%Best+5.51%
1Y Return+11.72%Best+6.55%
Volatility (annualized)6.1%2.3%Best
Max Drawdown-4.5%-1.5%Best
$10,000 over 1 years$11,153Best$10,639
Fund FamilyPGIM InvestmentsPGIM Investments
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionMay 8, 2024Sep 30, 2025

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Oct 1, 2025 to Oct 9, 2026 (1 years).

JULP vs PMOC 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 JULP against instead:JULP vs SPYJULP vs QQQJULP vs VOOJULP vs VTIPMOC against:PMOC vs VXUS

JULP vs PMOC Performance

PGIM S&P 500 Buffer 12 ETF - July (JULP) is an ETF from PGIM Investments and PGIM S&P 500 Max Buffer ETF - October (PMOC) is an ETF from PGIM Investments. Over the past year JULP returned +11.72% while PMOC returned +6.55%. Year to date, JULP is up 9.33% versus a gain of 5.51% for PMOC.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JULP has been the more volatile fund, with annualized monthly volatility of 6.1% compared with 2.3% for PMOC. 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 -4.5% for JULP and -1.5% for PMOC. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JULP charges 0.50% per year while PMOC charges 0.50%. On a $10,000 position that is $50 vs $50 annually. On income, JULP currently yields 0.00% against 0.00% for PMOC.

You are not choosing between two funds in isolation.

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

JULPPMOC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JULP or PMOC?

JULP has an expense ratio of 0.50% while PMOC charges 0.50%. At the precision these are quoted to, they cost the same.

Which performed better, JULP or PMOC?

Over the past year JULP returned +11.72% vs +6.55% for PMOC, so JULP leads on 1-year performance. Over the longest common window we track (1 years), JULP annualized +11.53% vs +6.39% for PMOC. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JULP or PMOC?

JULP has been the more volatile fund at 6.1% annualized versus 2.3% for PMOC. Worst drawdown: JULP -4.5% vs PMOC -1.5%.

Should I hold both JULP and PMOC?

JULP and PMOC have a monthly-return correlation of 0.97, 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, JULP or PMOC?

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

Is PMOC better than JULP?

JULP led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. Which one suits a particular account depends on what it is for. This is information, not a recommendation.