AUGZ vs. UXJA

Last updated Aug 6, 2026

AUGZ (TrueShares Structured Outcome (August) ETF) and UXJA (FT Vest U.S. Equity Uncapped Accelerator ETF - January) are both Defined Outcome funds. AUGZ is passively managed, while UXJA is actively managed. Over the past year, AUGZ returned 17.35% vs 25.34% for UXJA. Their 0.96 correlation means they have historically moved very closely together. AUGZ charges 0.79%/yr vs 0.85%/yr for UXJA.

Performance

AUGZ vs. UXJA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TrueShares Structured Outcome (August) ETF (AUGZ) and FT Vest U.S. Equity Uncapped Accelerator ETF - January (UXJA). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AUGZ achieves a 9.60% return, which is significantly lower than UXJA's 14.20% return.

AUGZ

• 1D: -0.06%
• 1M: 1.72%
• 6M: 9.45%
• YTD: 9.60%
• 1Y: 17.35%
• 3Y*: 15.71%
• 5Y*: 10.17%
• 10Y*: —
• ALL TIME*: 12.90%

UXJA

• 1D: -0.11%
• 1M: 2.89%
• 6M: 13.48%
• YTD: 14.20%
• 1Y: 25.34%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 19.05%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AUGZ TrueShares Structured Outcome (August) ETF	$31.48K	$48.37K	$250.29K
UXJA FT Vest U.S. Equity Uncapped Accelerator ETF - January	$50.11K	$64.18K	$76.75K

AUGZ vs. UXJA - Yearly Performance Comparison

	2026 (YTD)	2025
AUGZ TrueShares Structured Outcome (August) ETF	9.60%	11.55%
UXJA FT Vest U.S. Equity Uncapped Accelerator ETF - January	14.20%	14.47%

Correlation

The correlation between AUGZ and UXJA is 0.99 - they have historically moved very closely together. At this level, their price movements offset little of one another.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.99
Correlation (All Time) Calculated using the full available price history since Jan 21, 2025	0.96

The correlation between AUGZ and UXJA has been stable across timeframes, ranging from 0.96 to 0.99 - a consistent structural relationship.

Return for Risk

AUGZ vs. UXJA — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AUGZ

AUGZ Risk / Return Rank: 62
AUGZ Sharpe Ratio Rank: 61
AUGZ Sortino Ratio Rank: 61
AUGZ Omega Ratio Rank: 58
AUGZ Calmar Ratio Rank: 60
AUGZ Martin Ratio Rank: 67

UXJA

UXJA Risk / Return Rank: 65
UXJA Sharpe Ratio Rank: 66
UXJA Sortino Ratio Rank: 63
UXJA Omega Ratio Rank: 61
UXJA Calmar Ratio Rank: 65
UXJA Martin Ratio Rank: 72

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AUGZ vs. UXJA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TrueShares Structured Outcome (August) ETF (AUGZ) and FT Vest U.S. Equity Uncapped Accelerator ETF - January (UXJA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AUGZ	UXJA	Difference
Sharpe ratio: Return per unit of total volatility	1.66	1.75	-0.09
Sortino ratio: Return per unit of downside risk	2.34	2.41	-0.07
Omega ratio: Gain probability vs. loss probability	1.29	1.30	-0.01
Calmar ratio: Return relative to maximum drawdown	2.41	2.59	-0.18
Martin ratio: Return relative to average drawdown	9.28	10.21	-0.93

AUGZ vs. UXJA - Sharpe Ratio Comparison

The current AUGZ Sharpe Ratio is 1.66, which is comparable to the UXJA Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of AUGZ and UXJA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AUGZ vs. UXJA - Drawdown Comparison

The maximum AUGZ drawdown since its inception was -15.67%, smaller than the maximum UXJA drawdown of -20.01%. Use the drawdown chart below to compare losses from any high point for AUGZ and UXJA.

Drawdown Indicators

	AUGZ	UXJA	Difference
Max Drawdown Largest peak-to-trough decline	-15.67%	-20.01%	+4.34%
Max Drawdown (1Y) Largest decline over 1 year	-7.23%	-9.83%	+2.60%
Max Drawdown (3Y) Largest decline over 3 years	-14.52%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-15.67%	—	—
Current Drawdown Current decline from peak	-0.06%	-0.11%	+0.05%
Average Drawdown Average peak-to-trough decline	-3.08%	-2.88%	-0.20%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.87%	2.49%	-0.62%

Volatility

AUGZ vs. UXJA - Volatility Comparison

The current volatility for TrueShares Structured Outcome (August) ETF (AUGZ) is 3.50%, while FT Vest U.S. Equity Uncapped Accelerator ETF - January (UXJA) has a volatility of 4.64%. This indicates that AUGZ experiences smaller price fluctuations and is considered to be less risky than UXJA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AUGZ	UXJA	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.50%	4.64%	-1.14%
Volatility (6M) Calculated over the trailing 6-month period	8.61%	11.35%	-2.74%
Volatility (1Y) Calculated over the trailing 1-year period	10.51%	14.58%	-4.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.12%	18.40%	-6.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.14%	18.40%	-6.26%

AUGZ vs. UXJA - Expense Ratio Comparison

AUGZ has a 0.79% expense ratio, which is lower than UXJA's 0.85% expense ratio.

Dividends

AUGZ vs. UXJA - Dividend Comparison

AUGZ's dividend yield for the trailing twelve months is around 3.31%, while UXJA has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022
AUGZ TrueShares Structured Outcome (August) ETF	3.31%	3.63%	4.08%	3.42%	0.41%
UXJA FT Vest U.S. Equity Uncapped Accelerator ETF - January	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AUGZ and UXJA in my portfolio?

With a correlation of 0.99, AUGZ and UXJA move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, AUGZ or UXJA?

UXJA has higher volatility (4.64%) compared to AUGZ (3.50%). In terms of maximum drawdown, AUGZ dropped -15.67% vs UXJA's -20.01%.

Which ETF is better, AUGZ or UXJA?

On 1-year performance, UXJA leads with 25.34% vs 17.35% for AUGZ. On fees, AUGZ is cheaper at 0.79% per year. On volatility, AUGZ has been the lower-risk option at 3.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AUGZ or UXJA?

Over the 1-year period, UXJA has performed better with a 25.34% return vs 17.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AUGZ or UXJA?

AUGZ is cheaper with a 0.79% expense ratio, compared with 0.85% for UXJA.

Which ETF pays a higher dividend yield, AUGZ or UXJA?

AUGZ has the higher dividend yield at 3.31%, compared with 0.00% for UXJA.

What is the main difference between AUGZ and UXJA?

They also come from different issuers: TrueShares and First Trust. Their fees differ too: 0.79% for AUGZ and 0.85% for UXJA.

Which has better risk-adjusted returns?

UXJA currently has the higher Sharpe Ratio (1.75 vs 1.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.