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