BUFD vs. BUFR ETF Comparison

Comparison of FT CBOE Vest Fund of Deep Buffer ETFs (BUFD) to First Trust CBOE Vest Fund of Buffer ETFs (BUFR)
BUFD

FT CBOE Vest Fund of Deep Buffer ETFs

BUFD Description

The investment seeks to provide investors with capital appreciation. The fund seeks to achieve its investment objective by providing investors with U.S. large-cap equity market exposure while attempting to limit downside risk through a laddered portfolio of four FT Cboe Vest U.S. Equity Deep Buffer ETFs. The term laddered portfolio refers to the fund's investment in multiple Underlying ETFs that have target outcome period expiration dates which occur on a rolling, or periodic, basis. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$23.63

Average Daily Volume

197,322

Number of Holdings *

10

* may have additional holdings in another (foreign) market
BUFR

First Trust CBOE Vest Fund of Buffer ETFs

BUFR Description The investment seeks to provide investors with capital appreciation. The fund seeks to achieve its investment objective by providing investors with U.S. large-cap equity market exposure while limiting downside risk through a laddered portfolio of four FT Cboe Vest U.S. Equity Buffer ETFs. Under normal market conditions, it will invest substantially all of its assets in the Underlying ETFs, which seek to provide investors with returns that match the price return of the SPDR S&P 500 ETF Trust (SPY), up to a predetermined upside cap, while providing a buffer against the first 10% of SPY losses, over a defined one-year period. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$27.96

Average Daily Volume

1,162,475

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period BUFD BUFR
30 Days 1.37% 1.67%
60 Days 3.01% 3.52%
90 Days 4.01% 5.11%
12 Months 17.97% 22.15%
0 Overlapping Holdings
Symbol Grade Weight in BUFD Weight in BUFR Overlap
BUFD Overweight 10 Positions Relative to BUFR
Symbol Grade Weight
DJUN A 8.41%
DSEP A 8.39%
DDEC A 8.33%
DAUG A 8.32%
DNOV A 8.32%
DJUL A 8.32%
DOCT A 8.32%
DFEB A 8.32%
DAPR A 8.31%
DMAY A 8.31%
BUFD Underweight 10 Positions Relative to BUFR
Symbol Grade Weight
FDEC A -8.35%
FJUN A -8.34%
FJUL A -8.34%
FNOV A -8.34%
FSEP A -8.34%
FAPR A -8.33%
FOCT A -8.33%
FJAN A -8.33%
FAUG A -8.33%
FFEB A -8.33%

BUFD: Top Represented Industries & Keywords

BUFR: Top Represented Industries & Keywords

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