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Dividend Vision

JULM — FT Vest U.S. Equity Max Buffer ETF

FT Vest U.S. Equity Max Buffer ETF (JULM)

JULM pays a 0.00% distribution rate, on a 0.85% expense ratio. Total return is 15.2% over the past 2.1 years, 32.4 points behind SPY at 47.6%. Its deepest 1-year drawdown was 1.6%.

JULM is an equity ETF launched in July 2024 that employs a buffer strategy designed to provide downside protection while maintaining exposure to U.S. equities. The fund carries an 0.85% expense ratio and currently distributes no income, making it oriented toward capital appreciation rather than yield generation. This structure appeals to investors seeking equity market participation with built-in loss mitigation rather than those prioritizing regular dividend income.

JULM key facts

Issuer
First Trust
Asset type
ETF
Asset class
Equity
Inception date
07/24/2024
Expense ratio
0.85%
Distribution rate
0.00%
Last close
$34.98
AUM
$24,231,579
Average volume
6961.0
Beta
0.1453
P/E ratio
26.3425