BUFT vs DMAR

BUFT vs DMAR

Which is better, BUFT or DMAR?

DMAR has been ahead.

DMAR has a lower expense ratio. DMAR led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.92.

Lower Fees: DMARHigher Returns: DMAR

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

MetricBUFTDMAR
Expense Ratio1.21%0.85%Best
AUM$163M$467M
Dividend Yield0.00%0.00%
Holdings1610
YTD Return+7.51%+10.03%Best
1Y Return+9.79%+12.61%Best
3Y Return (annualized)+9.83%+12.14%Best
5Y Return (annualized)+5.81%+7.88%Best
Volatility (annualized)5.5%Best6.3%
Max Drawdown-10.4%-9.8%Best
$10,000 over 5 years$13,263$14,612Best
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionOct 26, 2021Mar 19, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 27, 2021 to Oct 14, 2026 (5 years).

BUFT vs DMAR 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 5 years both funds cover.

Compare BUFT against instead:BUFT vs SPYBUFT vs QQQBUFT vs VOOBUFT vs VTIDMAR against:DMAR vs VXUS

BUFT vs DMAR Performance

FT Vest Buffered Allocation Defensive ETF (BUFT) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Deep Buffer ETF - March (DMAR) is an ETF from First Trust Portfolios (US). Over the past year BUFT returned +9.79% while DMAR returned +12.61%. Year to date, BUFT is up 7.51% versus a gain of 10.03% for DMAR.

Over three years, BUFT compounded at +9.83% per year against +12.14% for DMAR; over five years the annualized figures are +5.81% and +7.88% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DMAR has been the more volatile fund, with annualized monthly volatility of 6.3% compared with 5.5% for BUFT. 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 -10.4% for BUFT and -9.8% for DMAR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BUFT charges 1.21% per year while DMAR charges 0.85%. On a $10,000 position that is $121 vs $85 annually, a gap of $36 per year that compounds over a long holding period. On income, BUFT currently yields 0.00% against 0.00% for DMAR.

You are not choosing between two funds in isolation.

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

BUFTDMAR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BUFT or DMAR?

BUFT has an expense ratio of 1.21% while DMAR charges 0.85%. DMAR is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, BUFT or DMAR?

Over the past year BUFT returned +9.79% vs +12.61% for DMAR, so DMAR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFT or DMAR?

DMAR has been the more volatile fund at 6.3% annualized versus 5.5% for BUFT. Worst drawdown: BUFT -10.4% vs DMAR -9.8%.

Should I hold both BUFT and DMAR?

BUFT and DMAR have a monthly-return correlation of 0.92, 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, BUFT or DMAR?

BUFT yields 0.00% while DMAR yields 0.00%, so DMAR currently pays the higher dividend yield.

Is DMAR better than BUFT?

DMAR has a lower expense ratio. DMAR led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.