BUFSFT Vest Laddered Small Cap Moderate Buffer ETF
Seeks capital appreciation.
By First Trust · Launched 2024
Annual Cost
1.01%
#5,411 of 6,040 · expensive
Fund Size
$190M
#2,501 of 6,040 · mid-size
Return (1Y)
+12.6%
Track Record
2 years
#3,518 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,241+12.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 5 holdings = 100.0% of fundconcentrated
First Trust Exchange-Traded Fund VIII
25.0%
First Trust Exchange-Traded Fund VIII
25.0%
First Trust Exchange-Traded Fund VIII
25.0%
First Trust Exchange-Traded Fund VIII
24.9%
Dreyfus Government Cash Management Funds
0.0%
Asset allocation
Stocks
98.7%
Cash
1.3%
Other
0.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
8.0%Low
Year-on-year price swings
Max drawdown
-15.0%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Invests in a laddered portfolio of four FT Vest U.S. Small Cap Moderate Buffer ETFs to provide small cap equity market exposure while limiting downside risk. The strategy includes a buffer against the first 15% of IWM losses, aiming for capital appreciation in U.S. small cap equities.
- Inception date
- May 29, 2024
- Fund family
- First Trust
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Data updated on 2026-09-18