BUFZ vs. BUFD
Compare and contrast key facts about FT Cboe Vest Laddered Moderate Buffer ETF (BUFZ) and FT Cboe Vest Fund of Deep Buffer ETF (BUFD).
BUFZ and BUFD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BUFZ is an actively managed fund by FT Vest. It was launched on Oct 25, 2023. BUFD is an actively managed fund by First Trust. It was launched on Jan 20, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUFZ or BUFD.
Key characteristics
| BUFZ | BUFD | |
|---|---|---|
| YTD Return | 11.44% | 12.42% |
| 1Y Return | 17.50% | 18.81% |
| Sharpe Ratio | 3.48 | 3.33 |
| Sortino Ratio | 4.99 | 4.73 |
| Omega Ratio | 1.78 | 1.71 |
| Calmar Ratio | 5.49 | 5.44 |
| Martin Ratio | 33.10 | 32.34 |
| Ulcer Index | 0.51% | 0.56% |
| Daily Std Dev | 4.86% | 5.45% |
| Max Drawdown | -3.08% | -10.75% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between BUFZ and BUFD is 0.78, 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
BUFZ vs. BUFD - Performance Comparison
In the year-to-date period, BUFZ achieves a 11.44% return, which is significantly lower than BUFD's 12.42% 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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BUFZ vs. BUFD - Expense Ratio Comparison
Both BUFZ and BUFD have an expense ratio of 1.05%.
Risk-Adjusted Performance
BUFZ vs. BUFD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest Laddered Moderate Buffer ETF (BUFZ) and FT Cboe Vest Fund of Deep Buffer ETF (BUFD). 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
BUFZ vs. BUFD - Dividend Comparison
Neither BUFZ nor BUFD has paid dividends to shareholders.
Drawdowns
BUFZ vs. BUFD - Drawdown Comparison
The maximum BUFZ drawdown since its inception was -3.08%, smaller than the maximum BUFD drawdown of -10.75%. Use the drawdown chart below to compare losses from any high point for BUFZ and BUFD. For additional features, visit the drawdowns tool.
Volatility
BUFZ vs. BUFD - Volatility Comparison
The current volatility for FT Cboe Vest Laddered Moderate Buffer ETF (BUFZ) is 1.40%, while FT Cboe Vest Fund of Deep Buffer ETF (BUFD) has a volatility of 1.50%. This indicates that BUFZ experiences smaller price fluctuations and is considered to be less risky than BUFD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.