PSCQ ranks 3rd and CTJL 17th of 19 funds in the S&P 500 Deep Buffer 25-30% Category.
CTJL vs PSCQ
CTJL −0.19pt a year
0.30%0.49%
PSCQ 2.7×the volume
9202.47K
CTJL vs PSCQ Performance
+0.9%+2.2%
- CTJL 0.30%, better
- PSCQ 0.49%
- CTJL $1M
- PSCQ $49M
- CTJL
- PSCQ +9.8%
- CTJL 4
- PSCQ 3
- CTJL 920 sh
- PSCQ 2.47K sh, better
- CTJL $25.44
- PSCQ $32.20
ETF.net Grade
| Pillar | CTJL | PSCQ |
|---|---|---|
| Cost | A97Higher | A81 |
| Mission | ||
| Risk | C51Higher | C49 |
| Tradability | F12 | C48Higher |
| Holdings | ||
| Durability | F2 | F17Higher |
Rank among S&P 500 Deep Buffer 25-30% funds
Same Category. CTJL and PSCQ are both graded against the same 19 S&P 500 Deep Buffer 25-30% funds, so their Grades compare head to head.
Our read on each fund
CTJLC
PSCQB
In short
PSCQ A deep buffer with a deductible: you take the first 5% of an S&P 500 slide, then the next 25 points get cushioned, up to a cap reset each October. At 0.49% a year, it is a low-cost way to run that trade.
Stated mandate
PSCQ The Fund seeks to match the returns of the SPDR S&P 500 ETF Trust before fees and expenses up to a predetermined cap while providing a downside buffer over approximately one year.
Why people hold it
Worth knowing
CTJL vs PSCQ 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.
CTJL vs PSCQ Cost
Overpaying PSCQ vs CTJL
$3,643
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
CTJL 0.30%
$6,149
PSCQ 0.49%
$9,792
Cost over time
Year by year
| Year | CTJL | PSCQ | Overpaying |
|---|---|---|---|
| 10 | $545 | $883 | $338 |
| 20 | $2,113 | $3,394 | $1,281 |
| 30 | $6,149 | $9,792 | $3,643 |
- 0.30%CTJL, cheaper
- 0.49%PSCQ
- Middle half of S&P 500 Deep Buffer 25-30% funds
- Median 0.85%
CTJL cheapest of 19 funds
PSCQ 3rd cheapest of 19 funds
CTJL vs PSCQ Dividends
- CTJL None
- PSCQ None
Distribution history
CTJL vs PSCQ Risk
Fall from peak · 5 years
Risk facts
- Volatility
- CTJL PSCQ 6.1%
- Return per unit of risk
- CTJL PSCQ 1.30
- Worst fall
- CTJL PSCQ −9.9%
- Market sensitivity
- CTJL 0.00PSCQ 0.40
Popular comparisons
- 0.30% · 0.49%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.49% · 0.49%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.30% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.49% · 0.79%
- 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.
- 0.49% · 0.85%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.