GLDI vs XJUN

Comparison between Credit Suisse AG Nassau Branch (GLDI, ETF) and FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE (XJUN, ETF).

5-Year PerformanceGLDI has outperformed XJUN, delivering a return of +10.2% compared to +8.5%

GLDI vs XJUN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GLDI(ETF)	XJUN(ETF)
Net Assets	$175M	$175M
Expense Ratio	0.65%	0.85%
Max Drawdown	67.52%	9.14%
Sharpe Ratio	0.75	1.74
5Y Beta	0.15	0.42
5Y Dividends CAGR	7.82%	N/A

Net Assets

Winner

GLDI

$175M

XJUN

$175M

Expense Ratio

Winner

GLDI

0.65%

XJUN

0.85%

Max Drawdown

GLDI

67.52%

Winner

XJUN

9.14%

Sharpe Ratio

GLDI

0.75

Winner

XJUN

1.74

5Y Beta

Winner

GLDI

0.15

XJUN

0.42

5Y Dividends CAGR

GLDI

7.82%

XJUN

N/A

GLDI vs XJUN - Historical Returns

Returns include dividend reinvestment.

Period	GLDI	XJUN
1 month	-6.86%	+0.49%
3 months	-10.47%	+3.05%
6 months	-2.12%	+3.79%
1 year	+14.75%	+10.01%
5 years(CAGR)	+10.17%	+8.54%
10 years(CAGR)	+8.18%	N/A
Max(CAGR)	+4.06%	+8.54%

GLDI

-6.86%

Winner

XJUN

+0.49%

GLDI

-10.47%

Winner

XJUN

+3.05%

GLDI

-2.12%

Winner

XJUN

+3.79%

Winner

GLDI

+14.75%

XJUN

+10.01%

5Y(CAGR)

Winner

GLDI

+10.17%

XJUN

+8.54%

10Y(CAGR)

GLDI

+8.18%

XJUN

N/A

Max(CAGR)

GLDI

+4.06%

Winner

XJUN

+8.54%

GLDI vs XJUN - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	GLDI	XJUN
2026	-2.87%	+3.21%
2025	+33.40%	+11.21%
2024	+17.73%	+10.12%
2023	+8.46%	+14.95%
2022	-0.29%	-0.12%
2021	-4.54%	+3.36%
2020	+23.24%	N/A
2019	+14.24%	N/A
2018	-1.08%	N/A
2017	+8.12%	N/A
2016	-0.44%	N/A
2015	-6.67%	N/A
2014	-4.81%	N/A
2013	-24.04%	N/A

GLDI vs XJUN Drawdown Comparison

The maximum drawdown for GLDI was -32.30%, occurring on Dec 2, 2015. Recovery took 1863 trading sessions.

The maximum drawdown for XJUN was -9.14%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.

The current GLDI drawdown is -11.62%.

Rank	GLDI	XJUN
#1	-32.30% Feb 6, 2013 - Jul 1, 2020	-9.14% Feb 19, 2025 - May 12, 2025
#2	-14.26% Aug 18, 2020 - Nov 27, 2023	-6.49% Aug 15, 2022 - Nov 30, 2022
#3	-14.14% Mar 2, 2026 - Jun 10, 2026	-5.97% Mar 29, 2022 - Aug 10, 2022
#4	-5.78% Oct 30, 2024 - Dec 11, 2024	-4.03% Jan 4, 2022 - Mar 29, 2022
#5	-3.91% May 20, 2024 - Jul 16, 2024	-3.93% Jul 31, 2023 - Nov 13, 2023
#6	-3.71% Oct 20, 2025 - Nov 11, 2025	-3.82% Jul 16, 2024 - Aug 19, 2024
#7	-3.64% Dec 11, 2024 - Jan 17, 2025	-2.47% Feb 15, 2023 - Mar 29, 2023
#8	-3.46% May 6, 2025 - May 23, 2025	-2.25% Nov 30, 2022 - Jan 11, 2023
#9	-3.01% Apr 19, 2024 - May 15, 2024	-1.97% Feb 25, 2026 - Apr 8, 2026
#10	-2.89% Feb 24, 2025 - Mar 13, 2025	-1.76% Aug 30, 2024 - Sep 13, 2024
#11	-2.76% Feb 1, 2024 - Feb 29, 2024	-1.71% Nov 17, 2021 - Dec 23, 2021
#12	-2.76% Jun 13, 2025 - Jul 21, 2025	-1.68% Sep 2, 2021 - Oct 18, 2021
#13	-2.38% Jul 22, 2025 - Aug 5, 2025	-1.24% Oct 28, 2025 - Nov 26, 2025
#14	-2.32% Dec 27, 2023 - Feb 1, 2024	-1.11% Dec 16, 2024 - Dec 24, 2024
#15	-2.26% Dec 1, 2023 - Dec 19, 2023	-1.08% Jul 14, 2021 - Jul 23, 2021