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BUFGFT Vest Buffered Allocation Growth ETF

Grow my moneyStay safe#109 of 280 for Stay safe

Seeks to provide investors with capital appreciation.

First Trust · Since 2021 (4 years)

Annual Cost

1.13%

#4959 out of 5,332 ETFs

Fund Size

$286M

#1837 out of 5,332 ETFs

Dividend Yield

0.00%

Track Record

4 years

#2591 out of 5,332 ETFs

Performance

1 Year

+21.1%

3 Years

+15.0%

5 Years

N/A

What's inside

Asset class
Strategy
structured outcome

Asset allocation

Stocks
98.7%
Cash
1.3%

Top holdings

FT Vest US Equity Buffer ETF FebFFEB14.7%
FT Vest US Equity Buffer ETF JanFJAN14.6%
FT Vest US Equity Buffer ETF DecFDEC14.4%
FT Vest US Equity Buffer ETF MarFMAR14.3%
FT Vest US Equity Buffer ETF NovFNOV14.3%
FT Vest US Equity Buffer ETF OctFOCT14.0%
FT Vest US Equity Buffer ETF SepFSEP13.7%
Morgan Stanley Instl Lqudty Trs InstlMISXX0.1%

Risk profile

Volatility (1Y)

8.4%

Moderate

Max drawdown

-17.6%

Worst peak-to-trough loss

Sharpe (3Y)

1.07

Excellent risk-adjusted returns

Sortino (3Y)

1.60

Good downside protection

Similar ETFs

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Buffer
Warning

Buffer ETF — downside protection at a cost

Defined-outcome funds cap upside (typically 8–20%) in exchange for partial downside protection (9–30%), priced via options. Fees are materially higher than the underlying index (often 0.70%+ vs 0.03–0.10%). For most pre-retirees, a simple stock/bond mix achieves similar downside behaviour at a fraction of the cost.

Source: Morningstar, 'Defined-Outcome ETFs: Useful or Uneconomic?' (2023)

Why we flagged this: strategy=structured_outcome + structured_outcome_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

Data updated on 2026-05-05