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IVVM vs BUFQ

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

IVVM

iShares Large Cap Moderate Quarterly Laddered ETF

BlackRock

Annual cost

0.50%

Fund size

$169M

BUFQ

FT Vest Laddered Nasdaq Buffer ETF

First Trust

Annual cost

1.00%

Fund size

$1.4B

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

IVVMBUFQ
Annual cost (TER)0.50%1.00%
Fund size (AUM)$169M$1.4B
Since20232022
Dividend yield0.60%0.00%
Asset classalternativealternative
Regionnorth americanorth america
Strategystructured outcomestructured outcome
CAGR 1Y+17.3%+23.4%
CAGR 3YN/A+18.1%
CAGR 5YN/AN/A
Sharpe 3YN/A1.23
Volatility 1Y7.14%8.50%
Max drawdown-11.62%-15.74%

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

Similar to IVVM and BUFQ