AUGP ranks 2nd and JULC 57th of 77 funds in the S&P 500 Buffer 9-12% Category.
AUGP vs JULC
JULC −0.20pt a year
0.50%0.30%
AUGP 4.8×the volume
7.35K1.53K
AUGP vs JULC Performance
+2.5%+2.8%
- AUGP 0.50%
- JULC 0.30%, better
- AUGP $38M
- JULC $2M
- AUGP +10.3%
- JULC
- AUGP 4
- JULC 4
- AUGP 7.35K sh, better
- JULC 1.53K sh
- AUGP $34.23
- JULC $25.52
ETF.net Grade
| Pillar | AUGP | JULC |
|---|---|---|
| Cost | A91 | A97Higher |
| Mission | ||
| Risk | A72Higher | B60 |
| Tradability | F24Higher | F8 |
| Holdings | ||
| Durability | D38Higher | F2 |
Rank among S&P 500 Buffer 9-12% funds
Same Category. AUGP and JULC are both graded against the same 77 S&P 500 Buffer 9-12% funds, so their Grades compare head to head.
AUGP vs JULC Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
AUGP vs JULC Cost
Overpaying AUGP vs JULC
$3,830
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
AUGP 0.50%
$9,979
JULC 0.30%
$6,149
Cost over time
Year by year
| Year | AUGP | JULC | Overpaying |
|---|---|---|---|
| 10 | $900 | $545 | $355 |
| 20 | $3,460 | $2,113 | $1,347 |
| 30 | $9,979 | $6,149 | $3,830 |
- 0.50%AUGP
- 0.30%JULC, cheaper
- Middle half of S&P 500 Buffer 9-12% funds
- Median 0.79%
JULC 2nd cheapest of 77 funds
AUGP 5th cheapest of 77 funds
AUGP vs JULC Dividends
- AUGP None
- JULC None
Distribution history
AUGP vs JULC Risk
Fall from peak · 5 years
Risk facts
- Volatility
- AUGP 6.2%JULC
- Return per unit of risk
- AUGP 1.31JULC
- Worst fall
- AUGP −11.1%JULC
- Market sensitivity
- AUGP 0.53JULC 0.00
Popular comparisons
- 0.50% · 0.69%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.30% · 0.69%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.50% · 0.53%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.30% · 0.53%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.50% · 0.74%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.30% · 0.74%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.