BUFR vs FFEB

BUFR vs FFEB

Which is better, BUFR or FFEB?

Nearly the same fund. FFEB costs less.

FFEB has a lower expense ratio. FFEB led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98.

Lower Fees: FFEBHigher Returns: FFEB

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

MetricBUFRFFEB
Expense Ratio0.95%0.85%Best
AUM$10.9B$1.4B
Dividend Yield0.00%0.00%
Holdings2610
YTD Return+10.03%+11.12%Best
1Y Return+13.37%+14.59%Best
3Y Return (annualized)+14.92%+16.72%Best
5Y Return (annualized)+10.16%+11.02%Best
Volatility (annualized)9.3%Tie9.3%Tie
Max Drawdown-13.7%Best-13.8%
$10,000 over 5 years$16,223$16,866Best
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionAug 10, 2020Feb 21, 2020

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Aug 11, 2020 to Oct 14, 2026 (6.2 years).

BUFR vs FFEB 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.

Compare BUFR against instead:BUFR vs SPYBUFR vs QQQBUFR vs VOOBUFR vs VTIFFEB against:FFEB vs VXUS

BUFR vs FFEB Performance

FT Vest Laddered Buffer ETF (BUFR) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Buffer ETF - February (FFEB) is an ETF from First Trust Portfolios (US). Over the past year BUFR returned +13.37% while FFEB returned +14.59%. Year to date, BUFR is up 10.03% versus a gain of 11.12% for FFEB.

Over three years, BUFR compounded at +14.92% per year against +16.72% for FFEB; over five years the annualized figures are +10.16% and +11.02% respectively. Across the full 6-year window we track, FFEB has the edge at +12.25% annualized vs +10.86%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BUFR and FFEB have been equally volatile, both at 9.3% annualized.

The deepest peak-to-trough decline in our data was -13.7% for BUFR and -13.8% for FFEB. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BUFR charges 0.95% per year while FFEB 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 FFEB.

You are not choosing between two funds in isolation.

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

BUFRFFEB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BUFR or FFEB?

BUFR has an expense ratio of 0.95% while FFEB charges 0.85%. FFEB is the cheaper option, by $10 a year on a $10,000 investment.

Which performed better, BUFR or FFEB?

Over the past year BUFR returned +13.37% vs +14.59% for FFEB, so FFEB leads on 1-year performance. Over the longest common window we track (6 years), BUFR annualized +10.86% vs +12.25% for FFEB. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFR or FFEB?

BUFR and FFEB have been equally volatile, both at 9.3% annualized. Worst drawdown: BUFR -13.7% vs FFEB -13.8%.

Should I hold both BUFR and FFEB?

BUFR and FFEB have a monthly-return correlation of 0.98, 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, BUFR or FFEB?

BUFR yields 0.00% while FFEB yields 0.00%, so FFEB currently pays the higher dividend yield.

Is FFEB better than BUFR?

FFEB has a lower expense ratio. FFEB led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.