XJAN ranks 4th and CTAU 7th of 7 funds in the S&P 500 Accelerated, 15% Buffer Category.
CTAU vs XJAN
CTAU −0.55pt a year
0.30%0.85%
XJAN 13.4×the volume
94712.7K
CTAU vs XJAN Performance
−0.4%+0.2%
- CTAU 0.30%, better
- XJAN 0.85%
- CTAU $1M
- XJAN $72M
- CTAU
- XJAN +8.5%
- CTAU 4
- XJAN 4
- CTAU 947 sh
- XJAN 12.7K sh, better
- CTAU $25.14
- XJAN $39.37
ETF.net Grade
| Pillar | CTAU | XJAN |
|---|---|---|
| Cost | A92Higher | C40 |
| Mission | ||
| Risk | C45Higher | C44 |
| Tradability | F10 | A83Higher |
| Holdings | ||
| Durability | F8 | C41Higher |
Rank among S&P 500 Accelerated, 15% Buffer funds
Same Category. CTAU and XJAN are both graded against the same 7 S&P 500 Accelerated, 15% Buffer funds, so their Grades compare head to head.
CTAU vs XJAN 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.
CTAU vs XJAN Cost
Overpaying XJAN vs CTAU
$10,050
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
CTAU 0.30%
$6,149
XJAN 0.85%
$16,199
Cost over time
Year by year
| Year | CTAU | XJAN | Overpaying |
|---|---|---|---|
| 10 | $545 | $1,508 | $963 |
| 20 | $2,113 | $5,706 | $3,593 |
| 30 | $6,149 | $16,199 | $10,050 |
- 0.30%CTAU, cheaper
- 0.85%XJAN
- Middle half of S&P 500 Accelerated, 15% Buffer funds
- Median 0.85%
CTAU cheapest of 7 funds
XJAN 2nd cheapest of 7 funds
CTAU vs XJAN Dividends
- CTAU None
- XJAN None
Distribution history
CTAU vs XJAN Risk
Fall from peak · 5 years
Risk facts
- Volatility
- CTAU XJAN 4.3%
- Return per unit of risk
- CTAU XJAN 1.03
- Worst fall
- CTAU XJAN −10.0%
- Market sensitivity
- CTAU 0.00XJAN 0.34
Popular comparisons
- 0.30% · 0.85%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.85%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.30% · 0.85%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.85%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.30% · 0.85%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.85%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.