BUIGX vs. VOO
Compare and contrast key facts about Cboe Vest US Large Cap 10% Buffer Fund (BUIGX) and Vanguard S&P 500 ETF (VOO).
BUIGX is managed by CBOE Vest. It was launched on Aug 22, 2016. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUIGX or VOO.
Key characteristics
| BUIGX | VOO | |
|---|---|---|
| YTD Return | 6.51% | 9.82% |
| 1Y Return | 19.66% | 28.01% |
| 3Y Return (Ann) | 6.82% | 9.24% |
| 5Y Return (Ann) | 9.01% | 14.47% |
| Sharpe Ratio | 2.33 | 2.47 |
| Daily Std Dev | 8.66% | 11.57% |
| Max Drawdown | -23.20% | -33.99% |
| Current Drawdown | 0.00% | -0.66% |
Correlation
The correlation between BUIGX and VOO 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
BUIGX vs. VOO - Performance Comparison
In the year-to-date period, BUIGX achieves a 6.51% return, which is significantly lower than VOO's 9.82% 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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BUIGX vs. VOO - Expense Ratio Comparison
BUIGX has a 0.95% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BUIGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cboe Vest US Large Cap 10% Buffer Fund (BUIGX) and Vanguard S&P 500 ETF (VOO). 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
BUIGX vs. VOO - Dividend Comparison
BUIGX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.34%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUIGX Cboe Vest US Large Cap 10% Buffer Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.32% | 0.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BUIGX vs. VOO - Drawdown Comparison
The maximum BUIGX drawdown since its inception was -23.20%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BUIGX and VOO. For additional features, visit the drawdowns tool.
Volatility
BUIGX vs. VOO - Volatility Comparison
The current volatility for Cboe Vest US Large Cap 10% Buffer Fund (BUIGX) is 2.32%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.98%. This indicates that BUIGX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.