PSCX ranks 1st and DJUL 9th of 19 funds in the S&P 500 Deep Buffer 25-30% Category.
DJUL vs PSCX
PSCX −0.36pt a year
0.85%0.49%
DJUL 25.4×the volume
25.4K998
DJUL +0.4pt
+8.9%+8.5%
DJUL vs PSCX Performance
+53.0%+50.6%
- DJUL 0.85%
- PSCX 0.49%, better
- DJUL $492M
- PSCX $47M
- DJUL +8.5%
- PSCX +10.2%, better
- DJUL 3
- PSCX 3
- DJUL 25.4K sh, better
- PSCX 998 sh
- DJUL $51.11
- PSCX $33.53
ETF.net Grade
| Pillar | DJUL | PSCX |
|---|---|---|
| Cost | D31 | A81Higher |
| Mission | ||
| Risk | D33 | B56Higher |
| Tradability | A81Higher | C47 |
| Holdings | A71 | |
| Durability | A83Higher | D28 |
Rank among S&P 500 Deep Buffer 25-30% funds
Same Category. DJUL 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
DJULC
PSCXB
In short
DJUL Deep buffer, July vintage. DJUL leaves you the first 5% of an S&P 500 drawdown, then is built to absorb the next 25 points through its one-year outcome period. The price for that: upside stops at a cap reset each July.
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
DJUL DJUL seeks to match the price return of the State Street SPDR S&P 500 ETF Trust, subject to a 13.60% upside cap. It seeks protection against underlying losses between 5% and 30% during the stated outcome period.
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
DJUL 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.
DJUL vs PSCX Cost
Overpaying DJUL vs PSCX
$6,407
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
DJUL 0.85%
$16,199
PSCX 0.49%
$9,792
Cost over time
Year by year
| Year | DJUL | PSCX | Overpaying |
|---|---|---|---|
| 10 | $1,508 | $883 | $625 |
| 20 | $5,706 | $3,394 | $2,312 |
| 30 | $16,199 | $9,792 | $6,407 |
- 0.85%DJUL
- 0.49%PSCX, cheaper
- Middle half of S&P 500 Deep Buffer 25-30% funds
- Median 0.85%
PSCX 3rd cheapest of 19 funds
DJUL 8th cheapest of 19 funds
DJUL vs PSCX Dividends
- DJUL None
- PSCX None
Distribution history
DJUL vs PSCX Risk
Fall from peak · 5 years
- DJUL
- PSCX
Risk facts
- Volatility
- DJUL 6.9%PSCX 6.0%, better
- Return per unit of risk
- DJUL 1.44PSCX 1.45, better
- Worst fall
- DJUL −12.5%PSCX −10.2%, better
- Market sensitivity
- DJUL 0.50PSCX 0.46
Popular comparisons
- 0.85% · 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.
- 0.85% · 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.
- 0.85% · 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.