UJAN ranks 1st and UMAR 9th of 13 funds in the S&P 500 Ultra Buffer 30% Category.
UJAN vs UMAR
Same figure. Both funds show the same value, so neither comes out ahead.
0.79%0.79%
UJAN 1.7×the volume
35.2K20.8K
UJAN +0.3pt
+8.1%+7.8%
UJAN vs UMAR Performance
+47.7%+45.9%
- UJAN 0.79%
- UMAR 0.79%
- UJAN $250M
- UMAR $142M
- UJAN +9.3%
- UMAR +9.8%, better
- UJAN 3
- UMAR 5
- UJAN 35.2K sh, better
- UMAR 20.8K sh
- UJAN $46.47
- UMAR $43.25
ETF.net Grade
| Pillar | UJAN | UMAR |
|---|---|---|
| Cost | C50 | C50 |
| Mission | ||
| Risk | C49 | B65Higher |
| Tradability | A76Higher | D35 |
| Holdings | B60 | |
| Durability | A76Higher | D39 |
Rank among S&P 500 Ultra Buffer 30% funds
Same Category. UJAN and UMAR are both graded against the same 13 S&P 500 Ultra Buffer 30% funds, so their Grades compare head to head.
UJAN vs UMAR 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.
UJAN vs UMAR Cost
Same expense ratio
$15,174
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
UJAN 0.79%
$15,174
UMAR 0.79%
$15,174
Cost over time
Year by year
| Year | UJAN | UMAR |
|---|---|---|
| 10 | $1,405 | $1,405 |
| 20 | $5,331 | $5,331 |
| 30 | $15,174 | $15,174 |
- 0.79%UJAN
- 0.79%UMAR
- Middle half of S&P 500 Ultra Buffer 30% funds
- Median 0.79%
UJAN 2nd cheapest of 13 funds
UMAR 2nd cheapest of 13 funds
UJAN vs UMAR Dividends
- UJAN None
- UMAR None
Distribution history
UJAN vs UMAR Risk
Fall from peak · 5 years
- UJAN
- UMAR
Risk facts
- Volatility
- UJAN 5.7%UMAR 5.6%, better
- Return per unit of risk
- UJAN 1.40UMAR 1.53, better
- Worst fall
- UJAN −9.0%UMAR −8.7%, better
- Market sensitivity
- UJAN 0.44UMAR 0.44Same figure. Both funds show the same value, so neither comes out ahead.
Popular comparisons
- 0.79% · 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.
- 0.79% · 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.
- 0.79% · 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.