BUFI vs YJUN

BUFI vs YJUN

Which is better, BUFI or YJUN?

Each has led over a different period.

BUFI has a lower expense ratio. BUFI led over 1Y, YJUN over the full window. The two have moved almost in lockstep, correlation 0.90.

Lower Fees: BUFIHigher 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

MetricBUFIYJUN
Expense Ratio0.69%Best0.90%
AUM$138M$147M
Dividend Yield0.00%0.00%
Holdings710
YTD Return+4.38%Best+4.08%
1Y Return+8.18%Best+7.03%
3Y Return (annualized)-+10.59%
5Y Return (annualized)-+5.84%
Volatility (annualized)5.5%Best5.7%
Max Drawdown-7.4%Best-8.8%
$10,000 over 1.8 years$12,029$12,065Best
Fund FamilyAllianceBernstein L.P.First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionDec 9, 2024Jun 18, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 10, 2024 to Oct 14, 2026 (1.8 years).

BUFI vs YJUN 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 1.8 years both funds cover.

Compare BUFI against instead:BUFI vs SPYBUFI vs QQQBUFI vs VOOBUFI vs VTIYJUN against:YJUN vs VXUS

BUFI vs YJUN Performance

AB International Buffer ETF (BUFI) is an ETF from AllianceBernstein L.P. and FT Vest International Equity Moderate Buffer ETF - June (YJUN) is an ETF from First Trust Portfolios (US). Over the past year BUFI returned +8.18% while YJUN returned +7.03%. Year to date, BUFI is up 4.38% versus a gain of 4.08% for YJUN.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

YJUN has been the more volatile fund, with annualized monthly volatility of 5.7% compared with 5.5% for BUFI. 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 -7.4% for BUFI and -8.8% for YJUN. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BUFI charges 0.69% per year while YJUN charges 0.90%. On a $10,000 position that is $69 vs $90 annually, a gap of $21 per year that compounds over a long holding period. On income, BUFI currently yields 0.00% against 0.00% for YJUN.

You are not choosing between two funds in isolation.

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

BUFIYJUN

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Frequently Asked Questions

Which is cheaper, BUFI or YJUN?

BUFI has an expense ratio of 0.69% while YJUN charges 0.90%. BUFI is the cheaper option, by $21 a year on a $10,000 investment.

Which performed better, BUFI or YJUN?

Over the past year BUFI returned +8.18% vs +7.03% for YJUN, so BUFI leads on 1-year performance. Over the longest common window we track (2 years), BUFI annualized +10.81% vs +10.99% for YJUN. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFI or YJUN?

YJUN has been the more volatile fund at 5.7% annualized versus 5.5% for BUFI. Worst drawdown: BUFI -7.4% vs YJUN -8.8%.

Should I hold both BUFI and YJUN?

BUFI and YJUN have a monthly-return correlation of 0.90, 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, BUFI or YJUN?

BUFI yields 0.00% while YJUN yields 0.00%, so YJUN currently pays the higher dividend yield.

Is YJUN better than BUFI?

BUFI has a lower expense ratio. BUFI led over 1Y, YJUN over the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.