BUFC vs FJAN

BUFC vs FJAN

Which is better, BUFC or FJAN?

FJAN has been ahead.

BUFC has a lower expense ratio. FJAN led over 1Y and the full window.

Lower Fees: BUFCHigher Returns: FJAN

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBUFCFJAN
Expense Ratio0.69%Best0.85%
AUM$1.1B$1.5B
Dividend Yield0.00%0.00%
Holdings710
YTD Return+5.05%+9.94%Best
1Y Return+7.23%+13.94%Best
3Y Return (annualized)-+15.36%
5Y Return (annualized)-+11.20%
Volatility (annualized)3.4%Best6.7%
Max Drawdown-8.3%Best-12.9%
$10,000 over 2.8 years$12,321$14,372Best
Fund FamilyAllianceBernstein L.P.First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionDec 13, 2023Jan 15, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 13, 2023 to Oct 14, 2026 (2.8 years).

BUFC vs FJAN growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.8 years both funds cover.

Compare BUFC against instead:BUFC vs SPYBUFC vs QQQBUFC vs VOOBUFC vs VTIFJAN against:FJAN vs VXUS

BUFC vs FJAN Performance

AB Conservative Buffer ETF (BUFC) is an ETF from AllianceBernstein L.P. and FT Vest US Equity Buffer ETF - January (FJAN) is an ETF from First Trust Portfolios (US). Over the past year BUFC returned +7.23% while FJAN returned +13.94%. Year to date, BUFC is up 5.05% versus a gain of 9.94% for FJAN.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FJAN has been the more volatile fund, with annualized monthly volatility of 6.7% compared with 3.4% for BUFC. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -8.3% for BUFC and -12.9% for FJAN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BUFC charges 0.69% per year while FJAN charges 0.85%. On a $10,000 position that is $69 vs $85 annually, a gap of $16 per year that compounds over a long holding period. On income, BUFC currently yields 0.00% against 0.00% for FJAN.

You are not choosing between two funds in isolation.

Whichever of BUFC and FJAN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BUFCFJAN

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Frequently Asked Questions

Which is cheaper, BUFC or FJAN?

BUFC has an expense ratio of 0.69% while FJAN charges 0.85%. BUFC is the cheaper option, by $16 a year on a $10,000 investment.

Which performed better, BUFC or FJAN?

Over the past year BUFC returned +7.23% vs +13.94% for FJAN, so FJAN leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFC or FJAN?

FJAN has been the more volatile fund at 6.7% annualized versus 3.4% for BUFC. Worst drawdown: BUFC -8.3% vs FJAN -12.9%.

Should I hold both BUFC and FJAN?

BUFC and FJAN have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BUFC or FJAN?

BUFC yields 0.00% while FJAN yields 0.00%, so FJAN currently pays the higher dividend yield.

Is FJAN better than BUFC?

BUFC has a lower expense ratio. FJAN led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.