FTKI vs JULM

Comparison between FIRST TRUST SMALL CAP BUYWRITE INCOME ETF (FTKI, ETF) and FT VEST U.S. EQUITY MAX BUFFER ETF - JULY (JULM, ETF).

FTKI vs JULM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTKI(ETF)	JULM(ETF)
Net Assets	$24M	$24M
Expense Ratio	0.86%	0.85%
Max Drawdown	15.17%	4.42%
Sharpe Ratio	1.60	1.10
5Y Beta	0.70	0.20
P/E Ratio	22.46	N/A
Forward P/E	14.95	N/A
5Y EPS CAGR	21.58%	N/A
Debt to Equity	28.00%	N/A
P/S Ratio	1.43	N/A
P/B Ratio	3.16	N/A

Net Assets

FTKI

$24M

Winner

JULM

$24M

Expense Ratio

FTKI

0.86%

Winner

JULM

0.85%

Max Drawdown

FTKI

15.17%

Winner

JULM

4.42%

Sharpe Ratio

Winner

FTKI

1.60

JULM

1.10

5Y Beta

FTKI

0.70

Winner

JULM

0.20

P/E Ratio

FTKI

22.46

JULM

N/A

Forward P/E

FTKI

14.95

JULM

N/A

5Y EPS CAGR

FTKI

21.58%

JULM

N/A

Debt to Equity

FTKI

28.00%

JULM

N/A

P/S Ratio

FTKI

1.43

JULM

N/A

P/B Ratio

FTKI

3.16

JULM

N/A

FTKI vs JULM - Historical Returns

Returns include dividend reinvestment.

Period	FTKI	JULM
1 month	+1.26%	+0.38%
3 months	+4.60%	+1.72%
6 months	+10.60%	+3.02%
1 year	+21.55%	+6.23%
Max(CAGR)	+12.85%	+6.96%

Winner

FTKI

+1.26%

JULM

+0.38%

Winner

FTKI

+4.60%

JULM

+1.72%

Winner

FTKI

+10.60%

JULM

+3.02%

Winner

FTKI

+21.55%

JULM

+6.23%

Max(CAGR)

Winner

FTKI

+12.85%

JULM

+6.96%

FTKI vs JULM - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	FTKI	JULM
2026	+12.62%	+3.23%
2025	+4.31%	+6.88%
2024	N/A	+3.56%

FTKI vs JULM Drawdown Comparison

The maximum drawdown for FTKI was -15.17%, occurring on Apr 8, 2025. Recovery took 129 trading sessions.

The maximum drawdown for JULM was -4.42%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The current FTKI drawdown is -0.19%. The current JULM drawdown is -0.09%.

Rank	FTKI	JULM
#1	-15.17% Feb 28, 2025 - Sep 4, 2025	-4.42% Feb 18, 2025 - May 13, 2025
#2	-5.56% Mar 2, 2026 - May 5, 2026	-1.57% Feb 25, 2026 - Apr 8, 2026
#3	-3.94% Sep 11, 2025 - Nov 5, 2025	-0.85% Jul 31, 2024 - Aug 13, 2024
#4	-3.45% Nov 12, 2025 - Nov 26, 2025	-0.77% Oct 27, 2025 - Nov 28, 2025
#5	-2.38% May 5, 2026 - Jun 12, 2026	-0.74% May 16, 2025 - Jun 2, 2025
#6	-1.56% Jan 7, 2026 - Jan 26, 2026	-0.65% Aug 30, 2024 - Sep 12, 2024
#7	-1.47% Dec 26, 2025 - Jan 5, 2026	-0.56% Dec 11, 2024 - Dec 26, 2024
#8	-1.37% Dec 11, 2025 - Dec 19, 2025	-0.42% Sep 30, 2024 - Oct 9, 2024
#9	-1.26% Jul 9, 2026 - Jul 17, 2026	-0.41% Dec 26, 2024 - Jan 15, 2025
#10	-1.12% Feb 20, 2026 - Feb 25, 2026	-0.41% Oct 29, 2024 - Nov 6, 2024
#11	-0.98% Jun 22, 2026 - Jun 30, 2026	-0.39% Feb 2, 2026 - Feb 9, 2026
#12	-0.72% Nov 28, 2025 - Dec 11, 2025	-0.37% Oct 6, 2025 - Oct 20, 2025
#13	-0.61% Jan 29, 2026 - Feb 2, 2026	-0.34% Jan 16, 2026 - Jan 26, 2026
#14	-0.55% Jul 6, 2026 - Jul 9, 2026	-0.32% Jun 12, 2025 - Jun 23, 2025
#15	-0.53% Feb 11, 2026 - Feb 17, 2026	-0.30% Aug 13, 2025 - Aug 22, 2025