BUIGX vs. KNGLX

Last updated Apr 2, 2026

Compare and contrast key facts about Cboe Vest US Large Cap 10% Buffer Fund (BUIGX) and CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX).

BUIGX is managed by CBOE Vest. It was launched on Aug 22, 2016. KNGLX is a passively managed fund by CBOE Vest that tracks the performance of the Cboe S&P 500 Dividend Aristocrats Target Income Index Monthly Series. It was launched on Sep 10, 2017.

Performance

BUIGX vs. KNGLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cboe Vest US Large Cap 10% Buffer Fund (BUIGX) and CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX). The values are adjusted to include any dividend payments, if applicable.

BUIGX vs. KNGLX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
BUIGX Cboe Vest US Large Cap 10% Buffer Fund	-2.01%	11.51%	15.54%	19.05%	-9.88%	12.51%	10.57%	17.71%	-2.36%
KNGLX CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund	1.38%	6.43%	2.91%	6.46%	-7.29%	23.23%	7.08%	26.58%	-4.64%

Returns By Period

In the year-to-date period, BUIGX achieves a -2.01% return, which is significantly lower than KNGLX's 1.38% return.

BUIGX

• 1D: 2.00%
• 1M: -2.62%
• YTD: -2.01%
• 6M: 0.09%
• 1Y: 12.81%
• 3Y*: 12.55%
• 5Y*: 8.01%
• 10Y*: —

KNGLX

• 1D: 1.21%
• 1M: -6.60%
• YTD: 1.38%
• 6M: 3.23%
• 1Y: 5.21%
• 3Y*: 5.22%
• 5Y*: 4.53%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BUIGX vs. KNGLX - Expense Ratio Comparison

BUIGX has a 0.95% expense ratio, which is lower than KNGLX's 1.20% expense ratio.

KNGLX

CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund

BUIGX

Cboe Vest US Large Cap 10% Buffer Fund

Return for Risk

BUIGX vs. KNGLX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BUIGX

BUIGX Risk / Return Rank: 53
BUIGX Sharpe Ratio Rank: 42
BUIGX Sortino Ratio Rank: 50
BUIGX Omega Ratio Rank: 59
BUIGX Calmar Ratio Rank: 45
BUIGX Martin Ratio Rank: 69

KNGLX

KNGLX Risk / Return Rank: 13
KNGLX Sharpe Ratio Rank: 12
KNGLX Sortino Ratio Rank: 12
KNGLX Omega Ratio Rank: 11
KNGLX Calmar Ratio Rank: 15
KNGLX Martin Ratio Rank: 16

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BUIGX vs. KNGLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cboe Vest US Large Cap 10% Buffer Fund (BUIGX) and CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX). 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.

	BUIGX	KNGLX	Difference
Sharpe ratio Return per unit of total volatility	0.95	0.36	+0.59
Sortino ratio Return per unit of downside risk	1.51	0.63	+0.88
Omega ratio Gain probability vs. loss probability	1.25	1.08	+0.17
Calmar ratio Return relative to maximum drawdown	1.31	0.50	+0.81
Martin ratio Return relative to average drawdown	7.25	1.88	+5.37
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BUIGX vs. KNGLX - Sharpe Ratio Comparison

The current BUIGX Sharpe Ratio is 0.95, which is higher than the KNGLX Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of BUIGX and KNGLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BUIGX	KNGLX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.95	0.36	+0.59
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.70	0.33	+0.37
Sharpe Ratio (All Time) Calculated using the full available price history	0.74	0.41	+0.34

Correlation

The correlation between BUIGX and KNGLX is 0.75, 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.

Dividends

BUIGX vs. KNGLX - Dividend Comparison

BUIGX has not paid dividends to shareholders, while KNGLX's dividend yield for the trailing twelve months is around 5.34%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018
BUIGX Cboe Vest US Large Cap 10% Buffer Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.32%	0.68%	0.00%
KNGLX CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund	5.34%	8.02%	9.60%	7.99%	4.54%	4.41%	3.53%	4.53%	4.74%

Drawdowns

BUIGX vs. KNGLX - Drawdown Comparison

The maximum BUIGX drawdown since its inception was -22.01%, smaller than the maximum KNGLX drawdown of -31.48%. Use the drawdown chart below to compare losses from any high point for BUIGX and KNGLX.

Drawdown Indicators

	BUIGX	KNGLX	Difference
Max Drawdown Largest peak-to-trough decline	-22.01%	-31.48%	+9.47%
Max Drawdown (1Y) Largest decline over 1 year	-8.91%	-10.91%	+2.00%
Max Drawdown (5Y) Largest decline over 5 years	-15.22%	-18.25%	+3.03%
Current Drawdown Current decline from peak	-3.22%	-6.75%	+3.53%
Average Drawdown Average peak-to-trough decline	-2.36%	-4.60%	+2.24%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.65%	2.92%	-1.27%

Volatility

BUIGX vs. KNGLX - Volatility Comparison

Cboe Vest US Large Cap 10% Buffer Fund (BUIGX) and CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX) have volatilities of 3.66% and 3.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BUIGX	KNGLX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.66%	3.59%	+0.07%
Volatility (6M) Calculated over the trailing 6-month period	8.09%	7.67%	+0.42%
Volatility (1Y) Calculated over the trailing 1-year period	13.97%	14.30%	-0.33%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.53%	14.02%	-2.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.77%	17.26%	-5.49%