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BUFDFT Vest Laddered Deep Buffer ETF

Stay safeGrow my money5y track recordRanked #67 of 387 in this goal

Seeks capital appreciation.

By First Trust · Launched 2021

Annual Cost

0.95%

#5,033 of 6,040 · expensive

Fund Size

$2.0B

#786 of 6,040 · large

Return (1Y)

+10.2%

Track Record

5 years

#2,257 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,999+10.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

S&P 500 Index

Holdings

By weight

Concentration

Top 10 holdings = 83.3% of fundconcentrated

First Trust Exchange-Traded Fund VIII
8.4%
First Trust Exchange-Traded Fund VIII
8.3%
First Trust Exchange-Traded Fund VIII
8.3%
First Trust Exchange-Traded Fund VIII
8.3%
LISTED FUNDS TRUST
8.3%
FIRST TRUST EXCHANGE-TRADED FUND VIII
8.3%
First Trust Exchange-Traded Fund VIII
8.3%
First Trust Exchange-Traded Fund VIII
8.3%
First Trust Exchange-Traded Fund VIII
8.3%
First Trust Exchange-Traded Fund VIII
8.3%

Asset allocation

Stocks
99.1%
Cash
0.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
5.2%Low

Year-on-year price swings

Max drawdown
-10.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)
1.02Strong risk-adjusted returns
Sortino (3Y)
1.48Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks capital appreciation.
Strategy
Provides US large-cap equity market exposure while attempting to limit downside risk through a laddered portfolio of twelve FT Vest U.S. Equity Deep Buffer ETFs. This approach diversifies investment time periods to mitigate risks associated with individual Underlying ETFs.
Inception date
January 20, 2021
Fund family
First Trust

Next steps

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Data updated on 2026-09-18