BUFD vs XJUN
FT Vest Laddered Deep Buffer ETF vs FT Vest US Equity Enhance & Moderate Buffer ETF - June
Which is better, BUFD or XJUN?
Each has led over a different period.
XJUN has a lower expense ratio. BUFD led over 1Y and 3Y, XJUN over 5Y and the full window. The two have moved almost in lockstep, correlation 0.91.
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
| Metric | BUFD | XJUN |
|---|---|---|
| Expense Ratio | 0.95% | 0.85%Best |
| AUM | $2.2B | $138M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 26 | 12 |
| YTD Return | +7.99%Best | +5.99% |
| 1Y Return | +10.75%Best | +8.09% |
| 3Y Return (annualized) | +12.44%Best | +10.75% |
| 5Y Return (annualized) | +7.86% | +8.71%Best |
| Volatility (annualized) | 6.7% | 5.7%Best |
| Max Drawdown | -10.8% | -9.1%Best |
| $10,000 over 5 years | $14,598 | $15,183Best |
| Fund Family | First Trust Portfolios (US) | First Trust Portfolios (US) |
| Category | Alternative | Alternative |
| Style | Option Writing | Option Writing |
| Inception | Jan 20, 2021 | Jul 12, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 13, 2021 to Oct 14, 2026 (5.3 years).
BUFD vs XJUN 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 5.3 years both funds cover.
BUFD vs XJUN Performance
FT Vest Laddered Deep Buffer ETF (BUFD) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Enhance & Moderate Buffer ETF - June (XJUN) is an ETF from First Trust Portfolios (US). Over the past year BUFD returned +10.75% while XJUN returned +8.09%. Year to date, BUFD is up 7.99% versus a gain of 5.99% for XJUN.
Over three years, BUFD compounded at +12.44% per year against +10.75% for XJUN; over five years the annualized figures are +7.86% and +8.71% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BUFD has been the more volatile fund, with annualized monthly volatility of 6.7% compared with 5.7% for XJUN. 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 -9.1% for XJUN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. 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 XJUN 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 XJUN.
You are not choosing between two funds in isolation.
Whichever of BUFD and XJUN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BUFD or XJUN?
BUFD has an expense ratio of 0.95% while XJUN charges 0.85%. XJUN is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, BUFD or XJUN?
Over the past year BUFD returned +10.75% vs +8.09% for XJUN, so BUFD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BUFD or XJUN?
BUFD has been the more volatile fund at 6.7% annualized versus 5.7% for XJUN. Worst drawdown: BUFD -10.8% vs XJUN -9.1%.
Should I hold both BUFD and XJUN?
BUFD and XJUN have a monthly-return correlation of 0.91, 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 XJUN?
BUFD yields 0.00% while XJUN yields 0.00%, so XJUN currently pays the higher dividend yield.
Is XJUN better than BUFD?
XJUN has a lower expense ratio. BUFD led over 1Y and 3Y, XJUN over 5Y and the full window. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.