BUFG vs DFEB
FT Vest Buffered Allocation Growth ETF vs FT Vest US Equity Deep Buffer ETF - February
Which is better, BUFG or DFEB?
BUFG has been ahead.
DFEB has a lower expense ratio. BUFG led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94.
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 | BUFG | DFEB |
|---|---|---|
| Expense Ratio | 1.13% | 0.85%Best |
| AUM | $338M | $452M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 16 | 10 |
| YTD Return | +9.10%Best | +8.67% |
| 1Y Return | +12.26%Best | +11.85% |
| 3Y Return (annualized) | +14.60%Best | +13.66% |
| 5Y Return (annualized) | +8.63%Best | +8.41% |
| Volatility (annualized) | 10.4% | 7.1%Best |
| Max Drawdown | -17.6% | -10.0%Best |
| $10,000 over 5 years | $15,127Best | $14,974 |
| Fund Family | First Trust Portfolios (US) | First Trust Portfolios (US) |
| Category | Alternative | Alternative |
| Style | Option Writing | Option Writing |
| Inception | Oct 26, 2021 | Feb 21, 2020 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 27, 2021 to Oct 14, 2026 (5 years).
BUFG 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 years both funds cover.
BUFG vs DFEB Performance
FT Vest Buffered Allocation Growth ETF (BUFG) 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 BUFG returned +12.26% while DFEB returned +11.85%. Year to date, BUFG is up 9.10% versus a gain of 8.67% for DFEB.
Over three years, BUFG compounded at +14.60% per year against +13.66% for DFEB; over five years the annualized figures are +8.63% and +8.41% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BUFG has been the more volatile fund, with annualized monthly volatility of 10.4% compared with 7.1% for DFEB. 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 -17.6% for BUFG 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BUFG charges 1.13% per year while DFEB charges 0.85%. On a $10,000 position that is $113 vs $85 annually, a gap of $28 per year that compounds over a long holding period. On income, BUFG currently yields 0.00% against 0.00% for DFEB.
You are not choosing between two funds in isolation.
Whichever of BUFG and DFEB 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, BUFG or DFEB?
BUFG has an expense ratio of 1.13% while DFEB charges 0.85%. DFEB is the cheaper option, by $28 a year on a $10,000 investment.
Which performed better, BUFG or DFEB?
Over the past year BUFG returned +12.26% vs +11.85% for DFEB, so BUFG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BUFG or DFEB?
BUFG has been the more volatile fund at 10.4% annualized versus 7.1% for DFEB. Worst drawdown: BUFG -17.6% vs DFEB -10.0%.
Should I hold both BUFG and DFEB?
BUFG and DFEB have a monthly-return correlation of 0.94, 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, BUFG or DFEB?
BUFG yields 0.00% while DFEB yields 0.00%, so DFEB currently pays the higher dividend yield.
Is DFEB better than BUFG?
DFEB has a lower expense ratio. BUFG led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. Which one suits a particular account depends on what it is for. This is information, not a recommendation.