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FJUL vs BUFG

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

FJUL

FT Vest U.S. Equity Buffer ETF - July

First Trust

Annual cost

0.85%

Fund size

$1.2B

BUFG

FT Vest Buffered Allocation Growth ETF

First Trust

Annual cost

1.13%

Fund size

$303M

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

FJULBUFG
Annual cost (TER)0.85%1.13%
Fund size (AUM)$1.2B$303M
Since20202021
Dividend yield0.00%0.00%
Asset classalternativealternative
Regionnorth americanorth america
Strategystructured outcomestructured outcome
CAGR 1Y+20.8%+19.9%
CAGR 3Y+17.1%+14.7%
CAGR 5Y+11.5%N/A
Sharpe 3Y1.291.06
Volatility 1Y7.26%7.76%
Max drawdown-13.08%-17.62%

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

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