BUFR vs. ITOT
Compare and contrast key facts about FT Cboe Vest Fund of Buffer ETFs (BUFR) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
BUFR and ITOT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BUFR is an actively managed fund by First Trust. It was launched on Aug 10, 2020. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFR or ITOT.
Key characteristics
| BUFR | ITOT | |
|---|---|---|
| YTD Return | 5.04% | 5.91% |
| 1Y Return | 19.79% | 25.65% |
| 3Y Return (Ann) | 7.38% | 6.42% |
| Sharpe Ratio | 2.41 | 2.06 |
| Daily Std Dev | 7.93% | 12.09% |
| Max Drawdown | -13.73% | -55.21% |
| Current Drawdown | -0.18% | -3.60% |
Correlation
The correlation between BUFR and ITOT is 0.93, 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
BUFR vs. ITOT - Performance Comparison
In the year-to-date period, BUFR achieves a 5.04% return, which is significantly lower than ITOT's 5.91% 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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BUFR vs. ITOT - Expense Ratio Comparison
BUFR has a 1.05% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Risk-Adjusted Performance
BUFR vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest Fund of Buffer ETFs (BUFR) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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
BUFR vs. ITOT - Dividend Comparison
BUFR has not paid dividends to shareholders, while ITOT's dividend yield for the trailing twelve months is around 1.36%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFR FT Cboe Vest Fund of Buffer ETFs | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.36% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% | 2.06% |
Drawdowns
BUFR vs. ITOT - Drawdown Comparison
The maximum BUFR drawdown since its inception was -13.73%, smaller than the maximum ITOT drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for BUFR and ITOT. For additional features, visit the drawdowns tool.
Volatility
BUFR vs. ITOT - Volatility Comparison
The current volatility for FT Cboe Vest Fund of Buffer ETFs (BUFR) is 2.18%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 4.01%. This indicates that BUFR experiences smaller price fluctuations and is considered to be less risky than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.