BUFR vs DOCT
FT Vest Laddered Buffer ETF vs FT Vest US Equity Deep Buffer ETF - October
Which is better, BUFR or DOCT?
Each has led over a different period.
DOCT has a lower expense ratio. BUFR led over 1Y, 3Y and 5Y, DOCT over 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 | BUFR | DOCT |
|---|---|---|
| Expense Ratio | 0.95% | 0.85%Best |
| AUM | $10.9B | $402M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 26 | 10 |
| YTD Return | +10.03%Best | +8.89% |
| 1Y Return | +13.37%Best | +11.21% |
| 3Y Return (annualized) | +14.92%Best | +10.88% |
| 5Y Return (annualized) | +10.16%Best | +8.29% |
| Volatility (annualized) | 9.3%Best | 49.6% |
| Max Drawdown | -13.7% | -9.9%Best |
| $10,000 over 5 years | $16,223Best | $14,892 |
| Fund Family | First Trust Portfolios (US) | First Trust Portfolios (US) |
| Category | Alternative | Alternative |
| Style | Option Writing | Option Writing |
| Inception | Aug 10, 2020 | Oct 16, 2020 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Aug 17, 2020 to Oct 14, 2026 (6.2 years).
BUFR vs DOCT 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 6.2 years both funds cover.
BUFR vs DOCT Performance
FT Vest Laddered Buffer ETF (BUFR) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Deep Buffer ETF - October (DOCT) is an ETF from First Trust Portfolios (US). Over the past year BUFR returned +13.37% while DOCT returned +11.21%. Year to date, BUFR is up 10.03% versus a gain of 8.89% for DOCT.
Over three years, BUFR compounded at +14.92% per year against +10.88% for DOCT; over five years the annualized figures are +10.16% and +8.29% respectively. Across the full 6-year window we track, DOCT has the edge at +24.37% annualized vs +10.72%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DOCT has been the more volatile fund, with annualized monthly volatility of 49.6% compared with 9.3% for BUFR. 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 -13.7% for BUFR and -9.9% for DOCT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.00. They move largely independently of each other.
Fees and Cost Over Time
BUFR charges 0.95% per year while DOCT charges 0.85%. On a $10,000 position that is $95 vs $85 annually, a gap of $10 per year that compounds over a long holding period. On income, BUFR currently yields 0.00% against 0.00% for DOCT.
You are not choosing between two funds in isolation.
Whichever of BUFR and DOCT 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, BUFR or DOCT?
BUFR has an expense ratio of 0.95% while DOCT charges 0.85%. DOCT is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, BUFR or DOCT?
Over the past year BUFR returned +13.37% vs +11.21% for DOCT, so BUFR leads on 1-year performance. Over the longest common window we track (6 years), BUFR annualized +10.72% vs +24.37% for DOCT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BUFR or DOCT?
DOCT has been the more volatile fund at 49.6% annualized versus 9.3% for BUFR. Worst drawdown: BUFR -13.7% vs DOCT -9.9%.
Should I hold both BUFR and DOCT?
BUFR and DOCT have a monthly-return correlation of 0.00, 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, BUFR or DOCT?
BUFR yields 0.00% while DOCT yields 0.00%, so DOCT currently pays the higher dividend yield.
Is DOCT better than BUFR?
DOCT has a lower expense ratio. BUFR led over 1Y, 3Y and 5Y, DOCT over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.