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BUFR and BUFG share 58.1% of their holdings.
| Side by side | BUFR | BUFG |
|---|---|---|
| Strategy | Defined Outcome · Buffer | Defined Outcome · Buffer |
| Expense ratio | 0.10% | 0.20% |
| Cost per year on $10k | $10 | $20 |
| Trailing 12-mo yield | 0.00% | 0.00% |
| Income per year on $10k | $0 | $0 |
| YTD | +10.4% | +9.4% |
| 1 year | +11.7% | +10.3% |
| 3 years · per year | +15.9% | +15.4% |
| 5 years · per year | +9.9% | — |
| Worst drop · 1Y | −4.6% | −5.7% |
| Volatility · 1Y | 6.6% | 7.6% |
| Holdings | 12 | 7 |
| Assets | $11.0B | $335M |
| Leverage | None | None |
| Since | 2020 | 2021 |
Highlighted = best in the row. Returns include dividends.