JULB vs. RSMR

Last updated Jun 5, 2026

JULB (Aptus July Buffer ETF) and RSMR (FT Vest U.S. Equity Equal Weight Buffer ETF - March) are both Defined Outcome funds. JULB is actively managed, while RSMR is passively managed. A 0.78 correlation means they provide meaningful diversification when combined. JULB charges 0.25%/yr vs 0.85%/yr for RSMR.

Performance

JULB vs. RSMR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aptus July Buffer ETF (JULB) and FT Vest U.S. Equity Equal Weight Buffer ETF - March (RSMR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with JULB having a 6.52% return and RSMR slightly higher at 6.73%.

JULB

• 1D: 0.16%
• 1M: 2.16%
• YTD: 6.52%
• 6M: 7.06%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

RSMR

• 1D: 0.26%
• 1M: 1.97%
• YTD: 6.73%
• 6M: 7.55%
• 1Y: 14.26%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

JULB vs. RSMR - Yearly Performance Comparison

	2026 (YTD)	2025
JULB Aptus July Buffer ETF	6.52%	2.56%
RSMR FT Vest U.S. Equity Equal Weight Buffer ETF - March	6.73%	2.53%

Correlation

The correlation between JULB and RSMR is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 15, 2025	0.78

Return for Risk

JULB vs. RSMR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RSMR

RSMR Risk / Return Rank: 75
RSMR Sharpe Ratio Rank: 66
RSMR Sortino Ratio Rank: 72
RSMR Omega Ratio Rank: 69
RSMR Calmar Ratio Rank: 82
RSMR Martin Ratio Rank: 85

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JULB vs. RSMR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus July Buffer ETF (JULB) and FT Vest U.S. Equity Equal Weight Buffer ETF - March (RSMR). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	JULB	RSMR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.15	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.21	1.19	+1.01

Drawdowns

JULB vs. RSMR - Drawdown Comparison

The maximum JULB drawdown since its inception was -5.24%, smaller than the maximum RSMR drawdown of -9.09%. Use the drawdown chart below to compare losses from any high point for JULB and RSMR.

Drawdown Indicators

	JULB	RSMR	Difference
Max Drawdown Largest peak-to-trough decline	-5.24%	-9.09%	+3.85%
Max Drawdown (1Y) Largest decline over 1 year	—	-3.37%	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-0.87%	-0.83%	-0.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.83%	—

Volatility

Volatility by Period

	JULB	RSMR	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.44%	—
Volatility (6M) Calculated over the trailing 6-month period	—	4.56%	—
Volatility (1Y) Calculated over the trailing 1-year period	6.79%	6.67%	+0.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.79%	10.60%	-3.81%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	6.79%	10.60%	-3.81%

JULB vs. RSMR - Expense Ratio Comparison

JULB has a 0.25% expense ratio, which is lower than RSMR's 0.85% expense ratio.

Dividends

JULB vs. RSMR - Dividend Comparison

Neither JULB nor RSMR has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both JULB and RSMR in my portfolio?

JULB and RSMR have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, JULB or RSMR?

On fees, JULB is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, JULB or RSMR?

JULB is cheaper with a 0.25% expense ratio, compared with 0.85% for RSMR.

Which ETF pays a higher dividend yield, JULB or RSMR?

JULB and RSMR have nearly identical dividend yields, around 0.00%.

What is the main difference between JULB and RSMR?

They also come from different issuers: Aptus Capital Advisors and First Trust. Their fees differ too: 0.25% for JULB and 0.85% for RSMR.