PSCX ranks 1st and DJUN 12th of 19 funds in the S&P 500 Deep Buffer 25-30% Category.
DJUN vs PSCX
PSCX −0.36pt a year
0.85%0.49%
DJUN 36.7×the volume
36.6K998
PSCX +0.6pt
+7.9%+8.5%
DJUN vs PSCX Performance
+45.9%+50.6%
- DJUN 0.85%
- PSCX 0.49%, better
- DJUN $369M
- PSCX $47M
- DJUN +6.8%
- PSCX +10.2%, better
- DJUN 3
- PSCX 3
- DJUN 36.6K sh, better
- PSCX 998 sh
- DJUN $50.00
- PSCX $33.53
ETF.net Grade
| Pillar | DJUN | PSCX |
|---|---|---|
| Cost | D31 | A81Higher |
| Mission | ||
| Risk | D35 | B56Higher |
| Tradability | B69Higher | C47 |
| Holdings | B69 | |
| Durability | A70Higher | D28 |
Rank among S&P 500 Deep Buffer 25-30% funds
Same Category. DJUN 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
DJUNC
PSCXB
In short
DJUN DJUN takes the first 5% of an S&P 500 drop on the chin, then absorbs the next 25 points. That is the deep-buffer bargain: no help with the scrapes, real cover in a rout, with an upside cap that resets every June.
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
DJUN The fund seeks to match the price return of the State Street SPDR S&P 500 ETF Trust, subject to a 13.60% upside cap, while buffering losses in the underlying between 5% and 30% during the June 22, 2026 to June 17, 2027 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
DJUN 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.
DJUN vs PSCX Cost
Overpaying DJUN vs PSCX
$6,407
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
DJUN 0.85%
$16,199
PSCX 0.49%
$9,792
Cost over time
Year by year
| Year | DJUN | PSCX | Overpaying |
|---|---|---|---|
| 10 | $1,508 | $883 | $625 |
| 20 | $5,706 | $3,394 | $2,312 |
| 30 | $16,199 | $9,792 | $6,407 |
- 0.85%DJUN
- 0.49%PSCX, cheaper
- Middle half of S&P 500 Deep Buffer 25-30% funds
- Median 0.85%
PSCX 3rd cheapest of 19 funds
DJUN 8th cheapest of 19 funds
DJUN vs PSCX Dividends
- DJUN None
- PSCX None
Distribution history
DJUN vs PSCX Risk
Fall from peak · 5 years
- DJUN
- PSCX
Risk facts
- Volatility
- DJUN 6.3%PSCX 6.0%, better
- Return per unit of risk
- DJUN 1.24PSCX 1.45, better
- Worst fall
- DJUN −12.0%PSCX −10.2%, better
- Market sensitivity
- DJUN 0.45PSCX 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.