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SMAX and BUFR share 0.0% of their holdings.
| Side by side | SMAX | BUFR |
|---|---|---|
| Strategy | Defined Outcome · Buffer | Defined Outcome · Buffer |
| Expense ratio | 0.53% | 0.10% |
| Cost per year on $10k | $53 | $10 |
| Trailing 12-mo yield | 0.92% | 0.00% |
| Income per year on $10k | $92 | $0 |
| YTD | +6.4% | +10.4% |
| 1 year | +7.1% | +11.7% |
| 3 years · per year | — | +15.9% |
| 5 years · per year | — | +9.9% |
| Worst drop · 1Y | −1.9% | −4.6% |
| Volatility · 1Y | 2.7% | 6.6% |
| Holdings | 6 | 12 |
| Assets | $126M | $11.0B |
| Leverage | None | None |
| Since | 2024 | 2020 |
Highlighted = best in the row. Returns include dividends.