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STEN vs. UXJL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

STEN vs. UXJL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Large Cap 10% Target Buffer Sep ETF (STEN) and FT Vest U.S. Equity Uncapped Accelerator ETF - July (UXJL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, STEN achieves a 7.79% return, which is significantly lower than UXJL's 11.78% return.


STEN

1D
-0.30%
1M
3.31%
YTD
7.79%
6M
8.22%
1Y
3Y*
5Y*
10Y*

UXJL

1D
-0.76%
1M
6.02%
YTD
11.78%
6M
11.50%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

STEN vs. UXJL - Yearly Performance Comparison


Correlation

The correlation between STEN and UXJL is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 2, 2025

0.99

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Return for Risk

STEN vs. UXJL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Large Cap 10% Target Buffer Sep ETF (STEN) and FT Vest U.S. Equity Uncapped Accelerator ETF - July (UXJL). 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.

STEN vs. UXJL - Sharpe Ratio Comparison


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Sharpe Ratios by Period


STENUXJLDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.67

1.87

-0.20

Drawdowns

STEN vs. UXJL - Drawdown Comparison

The maximum STEN drawdown since its inception was -6.21%, smaller than the maximum UXJL drawdown of -10.29%. Use the drawdown chart below to compare losses from any high point for STEN and UXJL.


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Drawdown Indicators


STENUXJLDifference

Max Drawdown

Largest peak-to-trough decline

-6.21%

-10.29%

+4.08%

Current Drawdown

Current decline from peak

-0.30%

-0.76%

+0.46%

Average Drawdown

Average peak-to-trough decline

-0.92%

-1.51%

+0.59%

Volatility

STEN vs. UXJL - Volatility Comparison


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Volatility by Period


STENUXJLDifference

Volatility (1Y)

Calculated over the trailing 1-year period

9.24%

13.90%

-4.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.24%

13.90%

-4.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.24%

13.90%

-4.66%

STEN vs. UXJL - Expense Ratio Comparison

STEN has a 0.50% expense ratio, which is lower than UXJL's 0.85% expense ratio.


Dividends

STEN vs. UXJL - Dividend Comparison

STEN's dividend yield for the trailing twelve months is around 0.29%, while UXJL has not paid dividends to shareholders.


Frequently Asked Questions


With a correlation of 0.99, STEN and UXJL 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.

On fees, STEN is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

STEN is cheaper with a 0.50% expense ratio, compared with 0.85% for UXJL.

STEN has the higher dividend yield at 0.29%, compared with 0.00% for UXJL.

They also come from different issuers: BlackRock and First Trust. Their fees differ too: 0.50% for STEN and 0.85% for UXJL.

Portfolio Optimizer

Find the right allocation for STEN and UXJL

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