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| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▼ −0.0% | ▲ +2.9% | ▲ +2.0% | — | — | — | — | ▲ +8.2% |
| Peer average | ▼ −0.1% | ▲ +99.6% | ▲ +2.3% | ▲ +8.8% | ▲ +9.8% | ▲ +48.6% | ▲ +54.5% | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
BFEW provides exposure to US large-cap equities through a portfolio of four underlying buffer ETFs, each linked to the price return of the Invesco S&P 500 Equal Weight ETF (RSP). These underlying funds use options to define one-year outcome periods with capped upside and a buffer against the first 10% of losses. Rather than allocating to a single outcome period, BFEW invests across multiple funds with staggered reset dates, creating a laddered structure that spreads exposure over time. The portfolio is generally equally weighted across the underlying ETFs and rebalanced periodically. Because each underlying ETF may be at a different point in its outcome period, the funds overall return profile can vary and may not fully capture either the buffers or the upside caps of any single fund. The strategy reflects a structured approach to managing timing risk within buffered equity exposure.
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
Verified payout history is unavailable.
Estimated annual expense excludes trading costs and assumes constant assets. Fee waivers and fund costs can change.
Historical risk measures describe past behavior and do not predict future returns.
Hear the strategy from the people behind BFEW.