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BUFRFT Vest Laddered Buffer ETF

Stay safeGrow my money6y track recordRanked #58 of 387 in this goal

Seeks capital appreciation.

By First Trust · Launched 2020

Annual Cost

0.95%

#5,033 of 6,040 · expensive

Fund Size

$10.5B

#283 of 6,040 · large

Return (1Y)

+12.6%

Track Record

6 years

#2,139 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,232+12.3%

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
8.4%
First Trust Exchange-Traded Fund VIII
8.3%
First Trust Exchange-Traded Fund VIII
8.3%
First Trust Exchange-Traded Fund VIII
8.3%
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)
6.7%Low

Year-on-year price swings

Max drawdown
-13.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)
1.10Strong risk-adjusted returns
Sortino (3Y)
1.59Good 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 Buffer ETFs. The laddered approach allows the Fund to benefit from increases in the value of SPY while providing downside protection at any given time.
Inception date
August 10, 2020
Fund family
First Trust

Next steps

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Data updated on 2026-09-18