BUFD vs DJUN

BUFD vs DJUN

Which is better, BUFD or DJUN?

Nearly the same fund. DJUN costs less.

DJUN has a lower expense ratio. BUFD led over 1Y and 3Y, DJUN over 5Y and the full window. The two have moved almost in lockstep, correlation 0.97.

Lower Fees: DJUNHigher Returns: split

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

MetricBUFDDJUN
Expense Ratio0.95%0.85%Best
AUM$2.2B$370M
Dividend Yield0.00%0.00%
Holdings2610
YTD Return+7.99%Best+6.22%
1Y Return+10.75%Best+8.37%
3Y Return (annualized)+12.44%Best+11.96%
5Y Return (annualized)+7.86%+8.21%Best
Volatility (annualized)6.5%Best7.0%
Max Drawdown-10.8%Best-12.0%
$10,000 over 5 years$14,598$14,837Best
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionJan 20, 2021Jun 19, 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 DJUN 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 VTIDJUN against:DJUN vs VXUS

BUFD vs DJUN Performance

FT Vest Laddered Deep Buffer ETF (BUFD) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Deep Buffer ETF - June (DJUN) is an ETF from First Trust Portfolios (US). Over the past year BUFD returned +10.75% while DJUN returned +8.37%. Year to date, BUFD is up 7.99% versus a gain of 6.22% for DJUN.

Over three years, BUFD compounded at +12.44% per year against +11.96% for DJUN; over five years the annualized figures are +7.86% and +8.21% respectively. Across the full 6-year window we track, DJUN has the edge at +7.89% annualized vs +7.57%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DJUN has been the more volatile fund, with annualized monthly volatility of 7.0% 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 -12.0% for DJUN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.97. 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 DJUN 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 DJUN.

You are not choosing between two funds in isolation.

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

BUFDDJUN

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Frequently Asked Questions

Which is cheaper, BUFD or DJUN?

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

Which performed better, BUFD or DJUN?

Over the past year BUFD returned +10.75% vs +8.37% for DJUN, so BUFD leads on 1-year performance. Over the longest common window we track (6 years), BUFD annualized +7.57% vs +7.89% for DJUN. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFD or DJUN?

DJUN has been the more volatile fund at 7.0% annualized versus 6.5% for BUFD. Worst drawdown: BUFD -10.8% vs DJUN -12.0%.

Should I hold both BUFD and DJUN?

BUFD and DJUN have a monthly-return correlation of 0.97, 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 DJUN?

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

Is DJUN better than BUFD?

DJUN has a lower expense ratio. BUFD led over 1Y and 3Y, DJUN over 5Y and the full window. The two have moved almost in lockstep, correlation 0.97. Which one suits a particular account depends on what it is for. This is information, not a recommendation.