BUFC vs XAUG

BUFC vs XAUG

Which is better, BUFC or XAUG?

XAUG has been ahead.

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

Lower Fees: BUFCHigher Returns: XAUG

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

MetricBUFCXAUG
Expense Ratio0.69%Best0.85%
AUM$1.1B$26M
Dividend Yield0.00%0.00%
Holdings712
YTD Return+5.05%+6.36%Best
1Y Return+7.23%+8.57%Best
3Y Return (annualized)-+9.93%
Volatility (annualized)3.4%Best3.5%
Max Drawdown-8.3%Best-8.7%
$10,000 over 2.8 years$12,321$12,742Best
Fund FamilyAllianceBernstein L.P.First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionDec 13, 2023Aug 18, 2023

Not shown on this pair: 5Y Return (annualized), 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 XAUG 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 VTIXAUG against:XAUG vs VXUS

BUFC vs XAUG Performance

AB Conservative Buffer ETF (BUFC) is an ETF from AllianceBernstein L.P. and FT Vest US Equity Enhance & Moderate Buffer ETF - August (XAUG) is an ETF from First Trust Portfolios (US). Over the past year BUFC returned +7.23% while XAUG returned +8.57%. Year to date, BUFC is up 5.05% versus a gain of 6.36% for XAUG.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XAUG has been the more volatile fund, with annualized monthly volatility of 3.5% 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 -8.7% for XAUG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BUFC charges 0.69% per year while XAUG 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 XAUG.

You are not choosing between two funds in isolation.

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

BUFCXAUG

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Frequently Asked Questions

Which is cheaper, BUFC or XAUG?

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

Which performed better, BUFC or XAUG?

Over the past year BUFC returned +7.23% vs +8.57% for XAUG, so XAUG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFC or XAUG?

XAUG has been the more volatile fund at 3.5% annualized versus 3.4% for BUFC. Worst drawdown: BUFC -8.3% vs XAUG -8.7%.

Should I hold both BUFC and XAUG?

BUFC and XAUG have a monthly-return correlation of 0.77, 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 XAUG?

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

Is XAUG better than BUFC?

BUFC has a lower expense ratio. XAUG 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.