BUFR vs. BUFZ ETF Comparison

Comparison of First Trust CBOE Vest Fund of Buffer ETFs (BUFR) to FT Cboe Vest Laddered Moderate Buffer ETF (BUFZ)
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

$27.76

Average Daily Volume

1,007,369

Number of Holdings *

10

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

FT Cboe Vest Laddered Moderate Buffer ETF

BUFZ Description 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 FT Cboe Vest U.S. Equity Moderate Buffer ETFs. The term laddered portfolio refers to its 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

$22.14

Average Daily Volume

51,105

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period BUFR BUFZ
30 Days -1.36% -0.72%
60 Days -0.11% 0.41%
90 Days 2.79% 2.32%
12 Months 16.25%
0 Overlapping Holdings
Symbol Grade Weight in BUFR Weight in BUFZ Overlap
BUFR Overweight 10 Positions Relative to BUFZ
Symbol Grade Weight
FJUL B 8.38%
FJUN A 8.37%
FFEB B 8.37%
FDEC B 8.35%
FMAR C 8.34%
FSEP A 8.34%
FAUG B 8.33%
FJAN B 8.33%
FNOV B 8.33%
FOCT A 8.29%
BUFR Underweight 10 Positions Relative to BUFZ
Symbol Grade Weight
GFEB B -8.4%
GJUL B -8.39%
GJUN A -8.36%
GSEP A -8.35%
GDEC D -8.35%
GJAN B -8.34%
GAUG A -8.34%
GNOV A -8.32%
GMAR C -8.31%
GOCT A -8.29%

BUFR: Top Represented Industries & Keywords

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