BUFM vs HTUS

BUFM vs HTUS

Which is better, BUFM or HTUS?

Each has led over a different period.

BUFM has a lower expense ratio. BUFM led over the full window, HTUS over 1Y.

Lower Fees: BUFMHigher 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

MetricBUFMHTUS
Expense Ratio0.69%Best0.96%
AUM$492M$174M
Dividend Yield0.00%1.19%
Holdings727
YTD Return+4.67%+15.69%Best
1Y Return+7.70%+8.15%Best
3Y Return (annualized)-+19.36%
5Y Return (annualized)-+6.41%
Volatility (annualized)5.3%Best14.3%
Max Drawdown-9.4%Best-24.4%
$10,000 over 1.8 years$11,674Best$11,563
Fund FamilyAllianceBernstein L.P.Hull Tactical Asset Allocation, LLC
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionDec 9, 2024Jun 24, 2015

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 HTUS 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 BUFM against instead:BUFM vs SPYBUFM vs QQQBUFM vs VOOBUFM vs VTIHTUS against:HTUS vs VXUS

BUFM vs HTUS Performance

AB Moderate Buffer ETF (BUFM) is an ETF from AllianceBernstein L.P. and Hull Tactical US ETF (HTUS) is an ETF from Hull Tactical Asset Allocation, LLC. Over the past year BUFM returned +7.70% while HTUS returned +8.15%. Year to date, BUFM is up 4.67% versus a gain of 15.69% for HTUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HTUS has been the more volatile fund, with annualized monthly volatility of 14.3% 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 -24.4% for HTUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BUFM charges 0.69% per year while HTUS charges 0.96%. On a $10,000 position that is $69 vs $96 annually, a gap of $27 per year that compounds over a long holding period. On income, BUFM currently yields 0.00% against 1.19% for HTUS.

You are not choosing between two funds in isolation.

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

BUFMHTUS

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Frequently Asked Questions

Which is cheaper, BUFM or HTUS?

BUFM has an expense ratio of 0.69% while HTUS charges 0.96%. BUFM is the cheaper option, by $27 a year on a $10,000 investment.

Which performed better, BUFM or HTUS?

Over the past year BUFM returned +7.70% vs +8.15% for HTUS, so HTUS leads on 1-year performance. Over the longest common window we track (2 years), BUFM annualized +8.98% vs +8.40% for HTUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFM or HTUS?

HTUS has been the more volatile fund at 14.3% annualized versus 5.3% for BUFM. Worst drawdown: BUFM -9.4% vs HTUS -24.4%.

Should I hold both BUFM and HTUS?

BUFM and HTUS have a monthly-return correlation of 0.75, 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 HTUS?

BUFM yields 0.00% while HTUS yields 1.19%, so HTUS currently pays the higher dividend yield.

Is HTUS better than BUFM?

BUFM has a lower expense ratio. BUFM led over the full window, HTUS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.