XJUN vs MGMT

Comparison between FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE (XJUN, ETF) and BALLAST SMALL/MID CAP ETF (MGMT, ETF).

5-Year PerformanceXJUN has outperformed MGMT, delivering a return of +8.5% compared to +7.5%

XJUN vs MGMT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XJUN(ETF)	MGMT(ETF)
Net Assets	$175M	$174M
Expense Ratio	0.85%	1.10%
Max Drawdown	9.14%	25.02%
Sharpe Ratio	1.76	1.29
5Y Beta	0.42	0.94
P/E Ratio	N/A	4.07
Forward P/E	N/A	12.83
5Y EPS CAGR	N/A	13.28%
P/S Ratio	N/A	1.26
P/B Ratio	N/A	2.03

Net Assets

Winner

XJUN

$175M

MGMT

$174M

Expense Ratio

Winner

XJUN

0.85%

MGMT

1.10%

Max Drawdown

Winner

XJUN

9.14%

MGMT

25.02%

Sharpe Ratio

Winner

XJUN

1.76

MGMT

1.29

5Y Beta

Winner

XJUN

0.42

MGMT

0.94

P/E Ratio

XJUN

N/A

MGMT

4.07

Forward P/E

XJUN

N/A

MGMT

12.83

5Y EPS CAGR

XJUN

N/A

MGMT

13.28%

P/S Ratio

XJUN

N/A

MGMT

1.26

P/B Ratio

XJUN

N/A

MGMT

2.03

XJUN vs MGMT - Historical Returns

Returns include dividend reinvestment.

Period	XJUN	MGMT
1 month	+0.49%	+4.48%
3 months	+3.05%	+12.51%
6 months	+3.79%	+11.31%
1 year	+10.01%	+28.62%
5 years(CAGR)	+8.54%	+7.54%
Max(CAGR)	+8.54%	+13.82%

XJUN

+0.49%

Winner

MGMT

+4.48%

XJUN

+3.05%

Winner

MGMT

+12.51%

XJUN

+3.79%

Winner

MGMT

+11.31%

XJUN

+10.01%

Winner

MGMT

+28.62%

5Y(CAGR)

Winner

XJUN

+8.54%

MGMT

+7.54%

Max(CAGR)

XJUN

+8.54%

Winner

MGMT

+13.82%

XJUN vs MGMT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	XJUN	MGMT
2026	+3.21%	+12.79%
2025	+11.21%	+7.28%
2024	+10.12%	+13.84%
2023	+14.95%	+18.69%
2022	-0.12%	-15.24%
2021	+3.36%	+41.80%
2020	N/A	+5.36%

XJUN vs MGMT Drawdown Comparison

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

The maximum drawdown for MGMT was -24.95%, occurring on Sep 26, 2022. Recovery took 496 trading sessions.

Rank	XJUN	MGMT
#1	-9.14% Feb 19, 2025 - May 12, 2025	-24.95% Jan 4, 2022 - Dec 26, 2023
#2	-6.49% Aug 15, 2022 - Nov 30, 2022	-23.76% Dec 2, 2024 - Aug 22, 2025
#3	-5.97% Mar 29, 2022 - Aug 10, 2022	-12.32% Feb 11, 2026 - Jun 12, 2026
#4	-4.03% Jan 4, 2022 - Mar 29, 2022	-11.10% Jul 16, 2024 - Oct 16, 2024
#5	-3.93% Jul 31, 2023 - Nov 13, 2023	-8.87% Sep 18, 2025 - Dec 10, 2025
#6	-3.82% Jul 16, 2024 - Aug 19, 2024	-7.48% Mar 28, 2024 - Jul 15, 2024
#7	-2.47% Feb 15, 2023 - Mar 29, 2023	-6.97% Nov 16, 2021 - Jan 4, 2022
#8	-2.25% Nov 30, 2022 - Jan 11, 2023	-6.96% Mar 17, 2021 - Apr 23, 2021
#9	-1.97% Feb 25, 2026 - Apr 8, 2026	-6.35% Dec 26, 2023 - Mar 21, 2024
#10	-1.76% Aug 30, 2024 - Sep 13, 2024	-5.46% Jun 25, 2021 - Aug 3, 2021
#11	-1.71% Nov 17, 2021 - Dec 23, 2021	-5.14% Sep 2, 2021 - Oct 25, 2021
#12	-1.68% Sep 2, 2021 - Oct 18, 2021	-5.09% May 7, 2021 - Jun 1, 2021
#13	-1.24% Oct 28, 2025 - Nov 26, 2025	-4.83% Jun 8, 2021 - Jun 24, 2021
#14	-1.11% Dec 16, 2024 - Dec 24, 2024	-4.34% Jan 25, 2021 - Feb 4, 2021
#15	-1.08% Jul 14, 2021 - Jul 23, 2021	-4.04% Aug 3, 2021 - Aug 27, 2021