XBOC ranks 4th and DGJL 6th of 6 funds in the S&P 500 Accelerated, 9-12% Buffer Category.
DGJL vs XBOC
XBOC −0.06pt a year
0.85%0.79%
XBOC 2.4×the volume
2.14K5.18K
DGJL vs XBOC Performance
+1.9%+1.4%
- DGJL 0.85%
- XBOC 0.79%, better
- DGJL $5M
- XBOC $59M
- DGJL
- XBOC +9.8%
- DGJL 4
- XBOC 5
- DGJL 2.14K sh
- XBOC 5.18K sh, better
- DGJL $30.50
- XBOC $36.32
ETF.net Grade
| Pillar | DGJL | XBOC |
|---|---|---|
| Cost | F13 | B59Higher |
| Mission | A92 | |
| Risk | A79Higher | C42 |
| Tradability | C43 | C46Higher |
| Holdings | B58 | |
| Durability | D29 | C49Higher |
Rank among S&P 500 Accelerated, 9-12% Buffer funds
Same Category. DGJL and XBOC are both graded against the same 6 S&P 500 Accelerated, 9-12% Buffer funds, so their Grades compare head to head.
Our read on each fund
DGJLD
XBOCC
In short
XBOC Double the S&P 500's upside to a preset cap, with the first 9% of a drop absorbed and ordinary exposure after that. XBOC runs that bargain on an October-to-September clock and resets for a new one every year.
Stated mandate
XBOC The Fund seeks to deliver twice the increase of its Underlying ETF during the Outcome Period, subject to an upside return cap.
Why people hold it
Worth knowing
DGJL vs XBOC 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.
DGJL vs XBOC Cost
Overpaying DGJL vs XBOC
$1,025
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
DGJL 0.85%
$16,199
XBOC 0.79%
$15,174
Cost over time
Year by year
| Year | DGJL | XBOC | Overpaying |
|---|---|---|---|
| 10 | $1,508 | $1,405 | $103 |
| 20 | $5,706 | $5,331 | $375 |
| 30 | $16,199 | $15,174 | $1,025 |
- 0.85%DGJL
- 0.79%XBOC, cheaper
- Middle half of S&P 500 Accelerated, 9-12% Buffer funds
- Median 0.79%
XBOC cheapest of 6 funds
DGJL 6th cheapest of 6 funds
DGJL vs XBOC Dividends
- DGJL None
- XBOC None
Distribution history
DGJL vs XBOC Risk
Fall from peak · 5 years
Risk facts
- Volatility
- DGJL XBOC 6.0%
- Return per unit of risk
- DGJL XBOC 1.16
- Worst fall
- DGJL XBOC −13.4%
- Market sensitivity
- DGJL 0.00XBOC 0.40
Popular comparisons
- 0.85% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.