BUFM vs ETJ
AB Moderate Buffer ETF vs Eaton Vance Risk-Managed Diversified Equity Income Fund
Which is better, BUFM or ETJ?
BUFM has been ahead.
BUFM has a lower expense ratio. BUFM led over 1Y and the full window.
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 | BUFM | ETJ |
|---|---|---|
| Expense Ratio | 0.69%Best | 1.11% |
| AUM | $492M | $614M |
| Dividend Yield | 0.00% | 8.55% |
| Holdings | 7 | 74 |
| YTD Return | +4.67%Best | -1.86% |
| 1Y Return | +7.70%Best | -1.01% |
| 3Y Return (annualized) | - | +10.94% |
| 5Y Return (annualized) | - | +2.70% |
| Volatility (annualized) | 5.3%Best | 9.4% |
| Max Drawdown | -9.4%Best | -18.3% |
| $10,000 over 1.8 years | $11,674Best | $10,157 |
| Fund Family | AllianceBernstein L.P. | Eaton Vance |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Dec 9, 2024 | Jul 31, 2007 |
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).
BUFM vs ETJ 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.
BUFM vs ETJ Performance
AB Moderate Buffer ETF (BUFM) is an ETF from AllianceBernstein L.P. and Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) is an ETF from Eaton Vance. Over the past year BUFM returned +7.70% while ETJ returned -1.01%. Year to date, BUFM is up 4.67% versus a loss of 1.86% for ETJ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ETJ has been the more volatile fund, with annualized monthly volatility of 9.4% compared with 5.3% for BUFM. 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 -9.4% for BUFM and -18.3% for ETJ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BUFM charges 0.69% per year while ETJ charges 1.11%. On a $10,000 position that is $69 vs $111 annually, a gap of $42 per year that compounds over a long holding period. On income, BUFM currently yields 0.00% against 8.55% for ETJ.
You are not choosing between two funds in isolation.
Whichever of BUFM and ETJ 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, BUFM or ETJ?
BUFM has an expense ratio of 0.69% while ETJ charges 1.11%. BUFM is the cheaper option, by $42 a year on a $10,000 investment.
Which performed better, BUFM or ETJ?
Over the past year BUFM returned +7.70% vs -1.01% for ETJ, so BUFM leads on 1-year performance. Over the longest common window we track (2 years), BUFM annualized +8.98% vs +0.87% for ETJ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BUFM or ETJ?
ETJ has been the more volatile fund at 9.4% annualized versus 5.3% for BUFM. Worst drawdown: BUFM -9.4% vs ETJ -18.3%.
Should I hold both BUFM and ETJ?
BUFM and ETJ have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BUFM or ETJ?
BUFM yields 0.00% while ETJ yields 8.55%, so ETJ currently pays the higher dividend yield.
Is ETJ better than BUFM?
BUFM has a lower expense ratio. BUFM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.