BUFD vs. BSCR
Compare and contrast key facts about FT Cboe Vest Fund of Deep Buffer ETF (BUFD) and Invesco BulletShares 2027 Corporate Bond ETF (BSCR).
BUFD and BSCR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BUFD is an actively managed fund by First Trust. It was launched on Jan 20, 2021. BSCR is a passively managed fund by Invesco that tracks the performance of the NASDAQ Bulletshares® USD Corporate Bond 2027 Index. It was launched on Sep 27, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFD or BSCR.
Key characteristics
| BUFD | BSCR | |
|---|---|---|
| YTD Return | 12.29% | 3.77% |
| 1Y Return | 17.41% | 8.07% |
| 3Y Return (Ann) | 6.36% | 0.02% |
| Sharpe Ratio | 3.26 | 2.60 |
| Sortino Ratio | 4.58 | 4.15 |
| Omega Ratio | 1.69 | 1.55 |
| Calmar Ratio | 5.21 | 0.88 |
| Martin Ratio | 30.92 | 15.46 |
| Ulcer Index | 0.56% | 0.53% |
| Daily Std Dev | 5.32% | 3.13% |
| Max Drawdown | -10.75% | -17.26% |
| Current Drawdown | -0.12% | -1.95% |
Correlation
The correlation between BUFD and BSCR is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BUFD vs. BSCR - Performance Comparison
In the year-to-date period, BUFD achieves a 12.29% return, which is significantly higher than BSCR's 3.77% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BUFD vs. BSCR - Expense Ratio Comparison
BUFD has a 1.05% expense ratio, which is higher than BSCR's 0.10% expense ratio.
Risk-Adjusted Performance
BUFD vs. BSCR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest Fund of Deep Buffer ETF (BUFD) and Invesco BulletShares 2027 Corporate Bond ETF (BSCR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BUFD vs. BSCR - Dividend Comparison
BUFD has not paid dividends to shareholders, while BSCR's dividend yield for the trailing twelve months is around 4.23%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
BUFD FT Cboe Vest Fund of Deep Buffer ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | 4.23% | 3.74% | 2.65% | 2.12% | 2.46% | 3.38% | 3.33% | 0.78% |
Drawdowns
BUFD vs. BSCR - Drawdown Comparison
The maximum BUFD drawdown since its inception was -10.75%, smaller than the maximum BSCR drawdown of -17.26%. Use the drawdown chart below to compare losses from any high point for BUFD and BSCR. For additional features, visit the drawdowns tool.
Volatility
BUFD vs. BSCR - Volatility Comparison
FT Cboe Vest Fund of Deep Buffer ETF (BUFD) has a higher volatility of 1.50% compared to Invesco BulletShares 2027 Corporate Bond ETF (BSCR) at 0.61%. This indicates that BUFD's price experiences larger fluctuations and is considered to be riskier than BSCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.