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BUFTFT Vest Buffered Allocation Defensive ETF

Stay safeGrow my money4y track recordRanked #227 of 387 in this goal

Seeks to provide investors with capital preservation.

By First Trust · Launched 2021

Annual Cost

1.21%

#5,664 of 6,040 · expensive

Fund Size

$161M

#2,655 of 6,040 · mid-size

Return (1Y)

+9.5%

Track Record

4 years

#2,478 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,948+9.5%

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 8 holdings = 100.0% of fundconcentrated

First Trust Exchange-Traded Fund VIII
17.1%
First Trust Exchange-Traded Fund VIII
15.9%
First Trust Exchange-Traded Fund VIII
14.7%
First Trust Exchange-Traded Fund VIII
14.5%
First Trust Exchange-Traded Fund VIII
13.0%
First Trust Exchange-Traded Fund VIII
12.5%
First Trust Exchange-Traded Fund VIII
12.3%
Morgan Stanley Institutional Liquidity Funds
0.0%

Asset allocation

Stocks
99.3%
Cash
0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.3%Low

Year-on-year price swings

Max drawdown
-10.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.89Decent risk-adjusted returns
Sortino (3Y)
1.32Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to provide investors with capital preservation.
Strategy
Invests in a portfolio of ETFs that provide a defined buffer against losses of SPY over a one-year period while seeking returns based on SPY's price return, up to a predetermined cap. Employs a target outcome strategy to manage downside risk and upside potential.
Inception date
October 26, 2021
Fund family
First Trust

Next steps

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Data updated on 2026-09-18