XMAR vs. XSEP
Compare and contrast key facts about FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March (XMAR) and FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - September (XSEP).
XMAR and XSEP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XMAR is an actively managed fund by FT Vest. It was launched on Mar 16, 2023. XSEP is an actively managed fund by FT Vest. It was launched on Sep 20, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XMAR or XSEP.
Key characteristics
| XMAR | XSEP | |
|---|---|---|
| YTD Return | 7.27% | 6.50% |
| 1Y Return | 10.74% | 11.04% |
| Sharpe Ratio | 2.38 | 2.72 |
| Daily Std Dev | 4.50% | 4.07% |
| Max Drawdown | -3.31% | -3.48% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between XMAR and XSEP is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XMAR vs. XSEP - Performance Comparison
In the year-to-date period, XMAR achieves a 7.27% return, which is significantly higher than XSEP's 6.50% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XMAR vs. XSEP - Expense Ratio Comparison
Both XMAR and XSEP have an expense ratio of 0.85%.
Risk-Adjusted Performance
XMAR vs. XSEP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March (XMAR) and FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - September (XSEP). 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.
Dividends
XMAR vs. XSEP - Dividend Comparison
Neither XMAR nor XSEP has paid dividends to shareholders.
Drawdowns
XMAR vs. XSEP - Drawdown Comparison
The maximum XMAR drawdown since its inception was -3.31%, roughly equal to the maximum XSEP drawdown of -3.48%. Use the drawdown chart below to compare losses from any high point for XMAR and XSEP. For additional features, visit the drawdowns tool.
Volatility
XMAR vs. XSEP - Volatility Comparison
FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March (XMAR) has a higher volatility of 1.47% compared to FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - September (XSEP) at 0.27%. This indicates that XMAR's price experiences larger fluctuations and is considered to be riskier than XSEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.