BUFR vs. HYSA ETF Comparison

Comparison of First Trust CBOE Vest Fund of Buffer ETFs (BUFR) to BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA)
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

$30.50

Average Daily Volume

958,283

Number of Holdings *

10

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

BondBloxx USD High Yield Bond Sector Rotation ETF

HYSA Description The fund is "actively managed" and does not seek to replicate the performance of a specified index. The fund is newly organized and operates as a "fund of funds," meaning that it primarily invests its assets in securities of other ETFs. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$15.24

Average Daily Volume

8,170

Number of Holdings *

7

* may have additional holdings in another (foreign) market
Performance
Period BUFR HYSA
30 Days 1.63% 1.09%
60 Days 2.42% 0.60%
90 Days 3.50% 2.07%
12 Months 18.72% 11.49%
0 Overlapping Holdings
Symbol Grade Weight in BUFR Weight in HYSA Overlap
BUFR Overweight 10 Positions Relative to HYSA
Symbol Grade Weight
FNOV A 8.37%
FMAR A 8.36%
FMAY A 8.36%
FJUN A 8.35%
FAUG A 8.35%
FAPR A 8.35%
FJAN A 8.35%
FDEC A 8.35%
FFEB A 8.34%
FJUL A 8.33%
BUFR Underweight 7 Positions Relative to HYSA
Symbol Grade Weight
XHYI A -24.03%
XHYT A -20.8%
XHYF A -13.73%
XHYC A -13.68%
XHYD A -9.56%
XHYE A -9.49%
XHYH B -7.85%

BUFR: Top Represented Industries & Keywords

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