PMJN ranks 4th and JULM 17th of 20 funds in the S&P 500 Max Buffer Category.
JULM vs PMJN
PMJN −0.35pt a year
0.85%0.50%
JULM 1.1×the volume
5.36K4.9K
JULM vs PMJN Performance
+5.0%+4.3%
- JULM 0.85%
- PMJN 0.50%, better
- JULM $36M
- PMJN $10M
- JULM +5.0%, better
- PMJN +4.3%
- JULM 3
- PMJN 4
- JULM 5.36K sh, better
- PMJN 4.9K sh
- JULM $35.03
- PMJN $27.11
ETF.net Grade
| Pillar | JULM | PMJN |
|---|---|---|
| Cost | F21 | A76Higher |
| Mission | ||
| Risk | C45Higher | D36 |
| Tradability | B61Higher | C41 |
| Holdings | ||
| Durability | A72Higher | D36 |
Rank among S&P 500 Max Buffer funds
Same Category. JULM and PMJN are both graded against the same 20 S&P 500 Max Buffer funds, so their Grades compare head to head.
JULM vs PMJN 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.
JULM vs PMJN Cost
Overpaying JULM vs PMJN
$6,220
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
JULM 0.85%
$16,199
PMJN 0.50%
$9,979
Cost over time
Year by year
| Year | JULM | PMJN | Overpaying |
|---|---|---|---|
| 10 | $1,508 | $900 | $608 |
| 20 | $5,706 | $3,460 | $2,246 |
| 30 | $16,199 | $9,979 | $6,220 |
- 0.85%JULM
- 0.50%PMJN, cheaper
- Middle half of S&P 500 Max Buffer funds
- Median 0.52%
PMJN cheapest of 20 funds
JULM 12th cheapest of 20 funds
JULM vs PMJN Dividends
- JULM None
- PMJN None
Distribution history
JULM vs PMJN Risk
Fall from peak · 5 years
Risk facts
- Volatility
- JULM 2.6%PMJN 1.5%
- Return per unit of risk
- JULM 0.80PMJN 0.64
- Worst fall
- JULM −4.4%PMJN −1.1%
- Market sensitivity
- JULM 0.20PMJN 0.11
Popular comparisons
- 0.85% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.50% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.50% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.50% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.