BUFG vs. SPY
Compare and contrast key facts about FT Cboe Vest Buffered Allocation Growth ETF (BUFG) and SPDR S&P 500 ETF (SPY).
BUFG and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BUFG is an actively managed fund by FT Vest. It was launched on Oct 26, 2021. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFG or SPY.
Key characteristics
| BUFG | SPY | |
|---|---|---|
| YTD Return | 11.59% | 19.17% |
| 1Y Return | 17.33% | 28.27% |
| Sharpe Ratio | 1.97 | 2.11 |
| Daily Std Dev | 8.62% | 12.62% |
| Max Drawdown | -17.62% | -55.19% |
| Current Drawdown | -0.31% | -0.36% |
Correlation
The correlation between BUFG and SPY is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BUFG vs. SPY - Performance Comparison
In the year-to-date period, BUFG achieves a 11.59% return, which is significantly lower than SPY's 19.17% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BUFG vs. SPY - Expense Ratio Comparison
BUFG has a 1.05% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BUFG vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest Buffered Allocation Growth ETF (BUFG) and SPDR S&P 500 ETF (SPY). 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
BUFG vs. SPY - Dividend Comparison
BUFG has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 0.93%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFG FT Cboe Vest Buffered Allocation Growth ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 0.93% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
BUFG vs. SPY - Drawdown Comparison
The maximum BUFG drawdown since its inception was -17.62%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BUFG and SPY. For additional features, visit the drawdowns tool.
Volatility
BUFG vs. SPY - Volatility Comparison
The current volatility for FT Cboe Vest Buffered Allocation Growth ETF (BUFG) is 2.62%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.94%. This indicates that BUFG experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.