BUFQ vs. AGTHX
Compare and contrast key facts about FT Vest Laddered Nasdaq Buffer ETF (BUFQ) and American Funds The Growth Fund of America Class A (AGTHX).
BUFQ is a passively managed fund by FT Vest that tracks the performance of the NASDAQ 100 Index - USD. It was launched on Jun 15, 2022. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFQ or AGTHX.
Key characteristics
| BUFQ | AGTHX | |
|---|---|---|
| YTD Return | 10.52% | 19.32% |
| 1Y Return | 16.88% | 32.33% |
| Sharpe Ratio | 1.87 | 1.66 |
| Daily Std Dev | 8.97% | 19.26% |
| Max Drawdown | -15.40% | -65.31% |
| Current Drawdown | -1.09% | -1.35% |
Correlation
The correlation between BUFQ and AGTHX is 0.92, 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
BUFQ vs. AGTHX - Performance Comparison
In the year-to-date period, BUFQ achieves a 10.52% return, which is significantly lower than AGTHX's 19.32% 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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BUFQ vs. AGTHX - Expense Ratio Comparison
BUFQ has a 1.10% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Risk-Adjusted Performance
BUFQ vs. AGTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Vest Laddered Nasdaq Buffer ETF (BUFQ) and American Funds The Growth Fund of America Class A (AGTHX). 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
BUFQ vs. AGTHX - Dividend Comparison
BUFQ has not paid dividends to shareholders, while AGTHX's dividend yield for the trailing twelve months is around 5.71%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFQ FT Vest Laddered Nasdaq Buffer 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% |
AGTHX American Funds The Growth Fund of America Class A | 5.71% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% | 6.71% |
Drawdowns
BUFQ vs. AGTHX - Drawdown Comparison
The maximum BUFQ drawdown since its inception was -15.40%, smaller than the maximum AGTHX drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for BUFQ and AGTHX. For additional features, visit the drawdowns tool.
Volatility
BUFQ vs. AGTHX - Volatility Comparison
The current volatility for FT Vest Laddered Nasdaq Buffer ETF (BUFQ) is 2.96%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 4.93%. This indicates that BUFQ experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.