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| Side by side | SEPP | BUFD |
|---|---|---|
| Strategy | Defined Outcome · Buffer | Defined Outcome · Buffer |
| Expense ratio | 0.50% | 0.10% |
| Cost per year on $10k | $50 | $10 |
| Trailing 12-mo yield | 0.00% | 0.00% |
| Income per year on $10k | $0 | $0 |
| YTD | +7.6% | +7.2% |
| 1 year | +9.1% | +8.8% |
| 3 years · per year | — | +13.4% |
| 5 years · per year | — | +7.5% |
| Worst drop · 1Y | −4.7% | −3.4% |
| Volatility · 1Y | 7.7% | 5.2% |
| Holdings | 8 | 12 |
| Assets | $91M | $2.2B |
| Leverage | None | None |
| Since | 2024 | 2021 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.