PSCW ranks 4th and CTJL 17th of 19 funds in the S&P 500 Deep Buffer 25-30% Category.
CTJL vs PSCW
CTJL −0.19pt a year
0.30%0.49%
CTJL 1.9×the volume
920482
CTJL vs PSCW Performance
+0.7%+1.5%
- CTJL 0.30%, better
- PSCW 0.49%
- CTJL $1M
- PSCW $62M
- CTJL
- PSCW +11.4%
- CTJL 4
- PSCW 3
- CTJL 920 sh, better
- PSCW 482 sh
- CTJL $25.44
- PSCW $30.75
ETF.net Grade
| Pillar | CTJL | PSCW |
|---|---|---|
| Cost | A97Higher | A81 |
| Mission | ||
| Risk | C51 | B57Higher |
| Tradability | F12Higher | F9 |
| Holdings | ||
| Durability | F2 | D27Higher |
Rank among S&P 500 Deep Buffer 25-30% funds
Same Category. CTJL and PSCW 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
PSCWC
In short
PSCW A 25% cushion against S&P 500 losses for 0.49%, well under the going rate in the deep-buffer aisle. Options do the work: index-like upside to a yearly cap, the first 25% of a decline absorbed, and the whole contract reset every April.
Stated mandate
PSCW The Fund seeks to match the returns of the SPDR S&P 500 ETF Trust, before fees and expenses, up to a predetermined upside cap while providing a downside risk-mitigation buffer over an approximate one-year period.
Why people hold it
Worth knowing
CTJL vs PSCW 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 PSCW Cost
Overpaying PSCW vs CTJL
$3,643
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
CTJL 0.30%
$6,149
PSCW 0.49%
$9,792
Cost over time
Year by year
| Year | CTJL | PSCW | 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%PSCW
- Middle half of S&P 500 Deep Buffer 25-30% funds
- Median 0.85%
CTJL cheapest of 19 funds
PSCW 3rd cheapest of 19 funds
CTJL vs PSCW Dividends
- CTJL None
- PSCW None
Distribution history
CTJL vs PSCW Risk
Fall from peak · 5 years
Risk facts
- Volatility
- CTJL PSCW 6.1%
- Return per unit of risk
- CTJL PSCW 1.29
- Worst fall
- CTJL PSCW −11.9%
- Market sensitivity
- CTJL 0.00PSCW 0.46
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% · 0.49%
- 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.