BUFD vs DFEB

BUFD vs DFEB

Which is better, BUFD or DFEB?

Nearly the same fund. DFEB costs less.

DFEB has a lower expense ratio. DFEB led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.96.

Lower Fees: DFEBHigher Returns: DFEB

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

MetricBUFDDFEB
Expense Ratio0.95%0.85%Best
AUM$2.2B$452M
Dividend Yield0.00%0.00%
Holdings2610
YTD Return+7.99%+8.67%Best
1Y Return+10.75%+11.85%Best
3Y Return (annualized)+12.44%+13.66%Best
5Y Return (annualized)+7.86%+8.41%Best
Volatility (annualized)6.5%Best6.7%
Max Drawdown-10.8%-10.0%Best
$10,000 over 5 years$14,598$14,974Best
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionJan 20, 2021Feb 21, 2020

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 21, 2021 to Oct 14, 2026 (5.7 years).

BUFD vs DFEB 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 5.7 years both funds cover.

Compare BUFD against instead:BUFD vs SPYBUFD vs QQQBUFD vs VOOBUFD vs VTIDFEB against:DFEB vs VXUS

BUFD vs DFEB Performance

FT Vest Laddered Deep Buffer ETF (BUFD) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Deep Buffer ETF - February (DFEB) is an ETF from First Trust Portfolios (US). Over the past year BUFD returned +10.75% while DFEB returned +11.85%. Year to date, BUFD is up 7.99% versus a gain of 8.67% for DFEB.

Over three years, BUFD compounded at +12.44% per year against +13.66% for DFEB; over five years the annualized figures are +7.86% and +8.41% respectively. Across the full 6-year window we track, DFEB has the edge at +8.48% annualized vs +7.57%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DFEB has been the more volatile fund, with annualized monthly volatility of 6.7% compared with 6.5% for BUFD. 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 -10.8% for BUFD and -10.0% for DFEB. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BUFD charges 0.95% per year while DFEB charges 0.85%. On a $10,000 position that is $95 vs $85 annually, a gap of $10 per year that compounds over a long holding period. On income, BUFD currently yields 0.00% against 0.00% for DFEB.

You are not choosing between two funds in isolation.

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

BUFDDFEB

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Frequently Asked Questions

Which is cheaper, BUFD or DFEB?

BUFD has an expense ratio of 0.95% while DFEB charges 0.85%. DFEB is the cheaper option, by $10 a year on a $10,000 investment.

Which performed better, BUFD or DFEB?

Over the past year BUFD returned +10.75% vs +11.85% for DFEB, so DFEB leads on 1-year performance. Over the longest common window we track (6 years), BUFD annualized +7.57% vs +8.48% for DFEB. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFD or DFEB?

DFEB has been the more volatile fund at 6.7% annualized versus 6.5% for BUFD. Worst drawdown: BUFD -10.8% vs DFEB -10.0%.

Should I hold both BUFD and DFEB?

BUFD and DFEB have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, BUFD or DFEB?

BUFD yields 0.00% while DFEB yields 0.00%, so DFEB currently pays the higher dividend yield.

Is DFEB better than BUFD?

DFEB has a lower expense ratio. DFEB led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.96. Which one suits a particular account depends on what it is for. This is information, not a recommendation.