BUFGFT Vest Buffered Allocation Growth ETF
Seeks to provide investors with capital appreciation.
By First Trust · Launched 2021
Annual Cost
1.13%
#5,608 of 6,040 · expensive
Fund Size
$332M
#1,993 of 6,040 · large
Return (1Y)
+11.7%
Track Record
4 years
#2,478 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,150+11.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 8 holdings = 100.0% of fundconcentrated
First Trust Exchange-Traded Fund VIII
15.5%
First Trust Exchange-Traded Fund VIII
15.3%
First Trust Exchange-Traded Fund VIII
15.1%
First Trust Exchange-Traded Fund VIII
14.7%
First Trust Exchange-Traded Fund VIII
13.8%
First Trust Exchange-Traded Fund VIII
13.1%
First Trust Exchange-Traded Fund VIII
12.5%
Morgan Stanley Institutional Liquidity Funds
0.0%
Asset allocation
Stocks
99.0%
Cash
1.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
7.6%Low
Year-on-year price swings
Max drawdown
-17.6%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.96Decent risk-adjusted returns
Sortino (3Y)
1.42Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide investors with capital appreciation.
- Strategy
- Invests in a portfolio of ETFs that provide returns based on the price return of SPY, up to a predetermined cap, while providing a defined buffer against losses of SPY over a one-year period. The strategy employs target outcome strategies using FLEX Options on SPY to achieve these outcomes.
- Inception date
- October 26, 2021
- Fund family
- First Trust
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18