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BUFG vs FJUL

FT Vest Buffered Allocation Growth ETF vs FT Vest U.S. Equity Buffer ETF - July

BUFG

FT Vest Buffered Allocation Growth ETF

First Trust

Annual cost

1.13%

Fund size

$303M

FJUL

FT Vest U.S. Equity Buffer ETF - July

First Trust

Annual cost

0.85%

Fund size

$1.2B

Key differences

  • FJUL costs 0.28% less per year.
  • FJUL is significantly larger than BUFG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FJUL has delivered higher annualized returns.

Side-by-side comparison

BUFGFJUL
Annual cost (TER)1.13%0.85%
Fund size (AUM)$303M$1.2B
Since20212020
Dividend yield0.00%0.00%
Asset classalternativealternative
Regionnorth americanorth america
Strategystructured outcomestructured outcome
CAGR 1Y+19.9%+20.8%
CAGR 3Y+14.7%+17.1%
CAGR 5YN/A+11.5%
Sharpe 3Y1.061.29
Volatility 1Y7.76%7.26%
Max drawdown-17.62%-13.08%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BUFG and FJUL