PSCX ranks 1st and CTJL 17th of 19 funds in the S&P 500 Deep Buffer 25-30% Category.
CTJL vs PSCX
CTJL −0.19pt a year
0.30%0.49%
PSCX 1.1×the volume
920998
CTJL vs PSCX Performance
+0.9%+1.9%
- CTJL 0.30%, better
- PSCX 0.49%
- CTJL $1M
- PSCX $47M
- CTJL
- PSCX +10.2%
- CTJL 4
- PSCX 3
- CTJL 920 sh
- PSCX 998 sh, better
- CTJL $25.44
- PSCX $33.53
ETF.net Grade
| Pillar | CTJL | PSCX |
|---|---|---|
| Cost | A97Higher | A81 |
| Mission | ||
| Risk | C51 | B56Higher |
| Tradability | F12 | C47Higher |
| Holdings | ||
| Durability | F2 | D28Higher |
Rank among S&P 500 Deep Buffer 25-30% funds
Same Category. CTJL and PSCX 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
PSCXB
In short
PSCX A 25% deep buffer against the S&P 500, reset every January, for 0.49% a year, well under the typical fee in its deep-buffer group. The trade-off: a cap on the upside, set fresh each outcome period.
Stated mandate
PSCX The fund seeks to match the pre-fee returns of the SPDR S&P 500 ETF Trust up to a predetermined cap while providing a downside buffer over approximately one year.
Why people hold it
Worth knowing
CTJL vs PSCX 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 PSCX Cost
Overpaying PSCX vs CTJL
$3,643
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
CTJL 0.30%
$6,149
PSCX 0.49%
$9,792
Cost over time
Year by year
| Year | CTJL | PSCX | 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%PSCX
- Middle half of S&P 500 Deep Buffer 25-30% funds
- Median 0.85%
CTJL cheapest of 19 funds
PSCX 3rd cheapest of 19 funds
CTJL vs PSCX Dividends
- CTJL None
- PSCX None
Distribution history
CTJL vs PSCX Risk
Fall from peak · 5 years
Risk facts
- Volatility
- CTJL PSCX 6.0%
- Return per unit of risk
- CTJL PSCX 1.45
- Worst fall
- CTJL PSCX −10.2%
- Market sensitivity
- CTJL 0.00PSCX 0.46
Popular comparisons
- 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.
- 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.