BUFM vs XYLD

BUFM vs XYLD

Which is better, BUFM or XYLD?

XYLD has been ahead.

XYLD has a lower expense ratio. XYLD led over 1Y and the full window.

Lower Fees: XYLDHigher Returns: XYLD

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

MetricBUFMXYLD
Expense Ratio0.69%0.60%Best
AUM$492M$3.4B
Dividend Yield0.00%10.44%
Holdings71,014
YTD Return+4.67%+11.42%Best
1Y Return+7.70%+18.43%Best
3Y Return (annualized)-+13.38%
5Y Return (annualized)-+7.59%
Volatility (annualized)5.3%Best6.7%
Max Drawdown-9.4%Best-16.1%
$10,000 over 1.8 years$11,674$12,139Best
Fund FamilyAllianceBernstein L.P.Global X by mirae Asset
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionDec 9, 2024Jun 21, 2013

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 XYLD 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 VTIXYLD against:XYLD vs VXUS

BUFM vs XYLD Performance

AB Moderate Buffer ETF (BUFM) is an ETF from AllianceBernstein L.P. and Global X S&P 500 Covered Call ETF (XYLD) is an ETF from Global X by mirae Asset. Over the past year BUFM returned +7.70% while XYLD returned +18.43%. Year to date, BUFM is up 4.67% versus a gain of 11.42% for XYLD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XYLD has been the more volatile fund, with annualized monthly volatility of 6.7% 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 -16.1% for XYLD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BUFM charges 0.69% per year while XYLD charges 0.60%. On a $10,000 position that is $69 vs $60 annually, a gap of $9 per year that compounds over a long holding period. On income, BUFM currently yields 0.00% against 10.44% for XYLD.

You are not choosing between two funds in isolation.

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

BUFMXYLD

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Frequently Asked Questions

Which is cheaper, BUFM or XYLD?

BUFM has an expense ratio of 0.69% while XYLD charges 0.60%. XYLD is the cheaper option, by $9 a year on a $10,000 investment.

Which performed better, BUFM or XYLD?

Over the past year BUFM returned +7.70% vs +18.43% for XYLD, so XYLD leads on 1-year performance. Over the longest common window we track (2 years), BUFM annualized +8.98% vs +11.37% for XYLD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFM or XYLD?

XYLD has been the more volatile fund at 6.7% annualized versus 5.3% for BUFM. Worst drawdown: BUFM -9.4% vs XYLD -16.1%.

Should I hold both BUFM and XYLD?

BUFM and XYLD have a monthly-return correlation of 0.71, 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 XYLD?

BUFM yields 0.00% while XYLD yields 10.44%, so XYLD currently pays the higher dividend yield.

Is XYLD better than BUFM?

XYLD has a lower expense ratio. XYLD 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.