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BUFQ vs IVVM

FT Vest Laddered Nasdaq Buffer ETF vs iShares Large Cap Moderate Quarterly Laddered ETF

BUFQ

FT Vest Laddered Nasdaq Buffer ETF

First Trust

Annual cost

1.00%

Fund size

$1.4B

IVVM

iShares Large Cap Moderate Quarterly Laddered ETF

BlackRock

Annual cost

0.50%

Fund size

$169M

Key differences

  • IVVM costs 0.50% less per year.
  • BUFQ is significantly larger than IVVM — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

BUFQIVVM
Annual cost (TER)1.00%0.50%
Fund size (AUM)$1.4B$169M
Since20222023
Dividend yield0.00%0.60%
Asset classalternativealternative
Regionnorth americanorth america
Strategystructured outcomestructured outcome
CAGR 1Y+23.4%+17.3%
CAGR 3Y+18.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.23N/A
Volatility 1Y8.50%7.14%
Max drawdown-15.74%-11.62%

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

Similar to BUFQ and IVVM