BUFR vs XAPR

BUFR vs XAPR

Which is better, BUFR or XAPR?

BUFR has been ahead.

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

Lower Fees: XAPRHigher Returns: BUFR

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

MetricBUFRXAPR
Expense Ratio0.95%0.85%Best
AUM$10.9B$52M
Dividend Yield0.00%0.00%
Holdings2612
YTD Return+10.03%Best+6.28%
1Y Return+13.37%Best+8.17%
3Y Return (annualized)+14.92%-
5Y Return (annualized)+10.16%-
Volatility (annualized)6.4%2.4%Best
Max Drawdown-12.8%-6.2%Best
$10,000 over 2.5 years$13,764Best$12,987
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionAug 10, 2020Apr 19, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Apr 22, 2024 to Oct 14, 2026 (2.5 years).

BUFR vs XAPR 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 2.5 years both funds cover.

Compare BUFR against instead:BUFR vs SPYBUFR vs QQQBUFR vs VOOBUFR vs VTIXAPR against:XAPR vs VXUS

BUFR vs XAPR Performance

FT Vest Laddered Buffer ETF (BUFR) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Enhance & Moderate Buffer ETF - April (XAPR) is an ETF from First Trust Portfolios (US). Over the past year BUFR returned +13.37% while XAPR returned +8.17%. Year to date, BUFR is up 10.03% versus a gain of 6.28% for XAPR.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BUFR has been the more volatile fund, with annualized monthly volatility of 6.4% compared with 2.4% for XAPR. 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 -12.8% for BUFR and -6.2% for XAPR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.46. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BUFR charges 0.95% per year while XAPR 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 XAPR.

You are not choosing between two funds in isolation.

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

BUFRXAPR

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Frequently Asked Questions

Which is cheaper, BUFR or XAPR?

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

Which performed better, BUFR or XAPR?

Over the past year BUFR returned +13.37% vs +8.17% for XAPR, so BUFR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFR or XAPR?

BUFR has been the more volatile fund at 6.4% annualized versus 2.4% for XAPR. Worst drawdown: BUFR -12.8% vs XAPR -6.2%.

Should I hold both BUFR and XAPR?

BUFR and XAPR have a monthly-return correlation of 0.46, 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 XAPR?

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

Is XAPR better than BUFR?

XAPR has a lower expense ratio. BUFR 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.