BUFT vs FAUG

BUFT vs FAUG

Which is better, BUFT or FAUG?

FAUG has been ahead.

FAUG has a lower expense ratio. FAUG led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94.

Lower Fees: FAUGHigher Returns: FAUG

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

MetricBUFTFAUG
Expense Ratio1.21%0.85%Best
AUM$163M$1.4B
Dividend Yield0.00%0.00%
Holdings1610
YTD Return+7.51%+9.42%Best
1Y Return+9.79%+12.36%Best
3Y Return (annualized)+9.83%+15.16%Best
5Y Return (annualized)+5.81%+9.29%Best
Volatility (annualized)5.5%Best9.9%
Max Drawdown-10.4%Best-15.9%
$10,000 over 5 years$13,263$15,592Best
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionOct 26, 2021Nov 7, 2019

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 FAUG 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 VTIFAUG against:FAUG vs VXUS

BUFT vs FAUG Performance

FT Vest Buffered Allocation Defensive ETF (BUFT) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Buffer ETF - August (FAUG) is an ETF from First Trust Portfolios (US). Over the past year BUFT returned +9.79% while FAUG returned +12.36%. Year to date, BUFT is up 7.51% versus a gain of 9.42% for FAUG.

Over three years, BUFT compounded at +9.83% per year against +15.16% for FAUG; over five years the annualized figures are +5.81% and +9.29% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FAUG has been the more volatile fund, with annualized monthly volatility of 9.9% 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 -15.9% for FAUG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.94. 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 FAUG 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 FAUG.

You are not choosing between two funds in isolation.

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

BUFTFAUG

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Frequently Asked Questions

Which is cheaper, BUFT or FAUG?

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

Which performed better, BUFT or FAUG?

Over the past year BUFT returned +9.79% vs +12.36% for FAUG, so FAUG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFT or FAUG?

FAUG has been the more volatile fund at 9.9% annualized versus 5.5% for BUFT. Worst drawdown: BUFT -10.4% vs FAUG -15.9%.

Should I hold both BUFT and FAUG?

BUFT and FAUG have a monthly-return correlation of 0.94, 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 FAUG?

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

Is FAUG better than BUFT?

FAUG has a lower expense ratio. FAUG led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. Which one suits a particular account depends on what it is for. This is information, not a recommendation.